Defined Benefit (Pension) · DOL Form 5500 · 2024

Garrett-Lynch Insurance Agency, Inc Pension Plan

Data updated 2026-08-25

$8K
Total assets Small plan by assets: 5
Participants Small participant base: 1st
Percentile by assets National rank: $1,680
Avg per participant Low balance/head

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Official DOL plan name: Garrett-Lynch Insurance Agency, Inc. Pension Plan · Sponsored by Garrett-Lynch Insurance Agency, Inc · Massachusetts · Finance & Insurance

$8K in assets, 5 participants

Garrett-Lynch Insurance Agency, Inc's Garrett-Lynch Insurance Agency, Inc. Pension Plan reported $8K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

#75 in Finance & Insurance (8,549 peers)

Garrett-Lynch Insurance Agency, Inc multi-year trail

Garrett-Lynch Insurance Agency, Inc's plans moved -99.6% in assets from 2022 to 2024; this filing shows Garrett-Lynch Insurance Agency, Inc. Pension Plan at $8K / 5 participants.

#75
in Finance & Insurance (8,549 peers): -99.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Garrett-Lynch Insurance Agency, Inc. Pension Plan among the smaller filed plans by assets

Garrett-Lynch Insurance Agency, Inc. Pension Plan vs every filed plan by assets

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

$8,399 1st percentile higher than 1% of 123,620 filed plans

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

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

Garrett-Lynch Insurance Agency, Inc. Pension 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. Garrett-Lynch Insurance Agency, Inc. Pension Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Garrett-Lynch Insurance Agency, Inc. Pension Plan reported net income fell from $238K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Garrett-Lynch Insurance Agency, Inc. Pension Plan end-of-year assets fell from $2M in the plan year 2023 filing to $8K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042195373 · Garrett-Lynch Insurance Agency, Inc PY 2024 · Defined Benefit (Pension)

Garrett-Lynch Insurance Agency, Inc. Pension Plan · $8K · 5 · 1st

EBSA $8K
EBSA 5
EBSA 1st
EBSA Defined Benefit (Pension)
EBSA near Retail Local 906 AFL-CIO Pension Plan
EBSA ind #75

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Garrett-Lynch Insurance Agency, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Garrett-Lynch Insurance Agency, Inc multi-year asset trail

Latest sponsor-wide plan assets: $8K 99.58728225932866% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	5	$2M
2024	1	5	$8K

Garrett-Lynch Insurance Agency, Inc filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$8K
Net Income	-$2M
Employer EIN	042195373
Plan Effective Date	1985-10-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Garrett-Lynch Insurance Agency, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
New England Teamsters Pension Fund $9.1B · 21,577
Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
N. Atlantic States Carp. Pension Fund $5.1B · 16,946

Compare Garrett-Lynch Insurance Agency, Inc. Pension Plan side-by-side with 3 peers →

Garrett-Lynch Insurance Agency, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retail Local 906 AFL-CIO Pension Plan in NY ($9K); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8K here).

Retail Local 906 AFL-CIO Pension Plan (NY) $9K · N/A
Bluelinx Corporation Hourly Retirement Plan (GA) $10K · 37
Tacoma Millmen's Pension Plan (OR) $7K · 38
Kewaunee Scientific Corporation Combined Re-Established Retirement Plan (NC) $7K · 102

Similar participant headcount

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

Alan Tajerstein Pension Plan (NY) 5 · 0 off
Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan (FL) 5 · 0 off
Pension Plan for Employees of Local 137 Benefit Funds (NY) 5 · 0 off
Larchmont Beauty Center, Inc. Defined Benefit Pension Plan (CA) 5 · 0 off

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 Garrett-Lynch Insurance Agency, Inc. Pension Plan assets move in 2024? ▼

Garrett-Lynch Insurance Agency, Inc. Pension Plan contracted severely - down 99.6% during 2024, from $2M to $8K. Reported net income was -$2M.

How have Garrett-Lynch Insurance Agency, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Garrett-Lynch Insurance Agency, Inc's sponsor-wide assets declined 99.6%, from $2M to $8K.

Where does Garrett-Lynch Insurance Agency, Inc. Pension Plan rank by assets among Form 5500 filers? ▼

Garrett-Lynch Insurance Agency, Inc. Pension Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Garrett-Lynch Insurance Agency, Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retail Local 906 AFL-CIO Pension Plan in NY ($9K, N/A participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Garrett-Lynch Insurance Agency, Inc. Pension 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 042195373.