Defined Benefit (Pension) · DOL Form 5500 · 2024

G.W. Research, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$889,419
Avg per participant High balance/head
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Official DOL plan name: G.W. Research, Inc. Retirement Plan · Sponsored by G.W. Research, Inc. · California · Professional & Technical Services

$4M in assets, 5 participants

G.W. Research, Inc.'s G.W. Research, Inc. Retirement Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 40th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,528 in Professional & Technical Services (20,173 peers)

G.W. Research, Inc. multi-year trail

G.W. Research, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows G.W. Research, Inc. Retirement Plan at $4M / 5 participants.

#7,528
in Professional & Technical Services (20,173 peers)
+17.1%
assets growth YoY

G.W. Research, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

G.W. Research, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,447,095 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

G.W. Research, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. G.W. Research, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G.W. Research, Inc. Retirement Plan reported net income rose from $252K in the plan year 2023 filing to $649K in the plan year 2024 filing.
  • G.W. Research, Inc. Retirement Plan reported participants fell from 7 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • G.W. Research, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262229798 · G.W. Research, Inc. PY 2024 · Defined Benefit (Pension)

G.W. Research, Inc. Retirement Plan · $4M · 5 · 40th

  • BOY $4M
  • BOY 5
  • BOY 40th
  • BOY Defined Benefit (Pension)
  • BOY near Weinstein Appraisal Group, Inc. Cash Balance Plan
  • BOY ind #7528

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

G.W. Research, Inc. Retirement Plan in the asset neighbourhood

The Retirement Plan for Employees of the Guilford Savings BankThe Retirement Plan for Empl…$4MG.W. Research, Inc. Retirement PlanG.W. Research, Inc. Retireme…$4MWeinstein Appraisal Group, Inc. Cash Balance PlanWeinstein Appraisal Group, I…$4MRoofers Local 248 Pension PlanRoofers Local 248 Pension Pl…$4MAbarta Coca-Cola Beverages, LLC Teamsters Local 585 Pension PlanAbarta Coca-Cola Beverages, …$4M
End-of-year total assets ($M) among G.W. Research, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

G.W. Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All G.W. Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.39097491867524% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.45M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 7 $4M
2024 1 5 $4M

G.W. Research, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$649K
Employer EIN262229798
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

G.W. Research, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants G.W. Research, Inc. Retirement Plan, Total assets ($B): 0.004447095 · Participants: 5G.W. Research, Inc. Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
G.W. Research, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare G.W. Research, Inc. Retirement Plan side-by-side with 3 peers →

G.W. Research, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA ($4M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did G.W. Research, Inc. Retirement Plan assets move in 2024? ▼
G.W. Research, Inc. Retirement Plan grew sharply - up 17.1% during 2024, from $4M to $4M. Reported net income was $649K.
How have G.W. Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.W. Research, Inc.'s sponsor-wide assets grew 25.4%, from $4M to $4M.
Which Defined Benefit (Pension) plans are similar in size to G.W. Research, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA ($4M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to G.W. Research, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 262229798.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.