Defined Benefit (Pension) · DOL Form 5500 · 2023

Robert F. Vaage Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
46th
Percentile by assets National rank
$889,411
Avg per participant High balance/head
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Official DOL plan name: Robert F. Vaage Defined Benefit Pension Plan · Sponsored by Robert F. Vaage · California · Professional & Technical Services

$5M in assets, 6 participants

Robert F. Vaage's Robert F. Vaage Defined Benefit Pension Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,848 in Professional & Technical Services (20,321 peers)

Robert F. Vaage multi-year trail

Robert F. Vaage's plans moved +27.7% in assets from 2022 to 2024; this filing shows Robert F. Vaage Defined Benefit Pension Plan at $5M / 6 participants.

#8,848
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY

Robert F. Vaage Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Robert F. Vaage Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,336,468 46th percentile higher than 46% of 127,068 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 2023

Robert F. Vaage Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert F. Vaage Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert F. Vaage Defined Benefit Pension Plan reported net income rose from -$652K in the plan year 2022 filing to $646K in the plan year 2023 filing.
  • Robert F. Vaage Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330496294 · Robert F. Vaage PY 2023 · Defined Benefit (Pension)

Robert F. Vaage Defined Benefit Pension Plan · $5M · 6 · 46th

  • EOY $5M
  • 5500 6
  • ASSETS 46th
  • PCT Defined Benefit (Pension)
  • EIN near Havas Worldwide Puerto Rico, Inc. Pension Plan
  • RANK ind #8848

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 →

Robert F. Vaage Defined Benefit Pension Plan in the asset neighbourhood

Robert F. Vaage Defined Benefit Pension PlanRobert F. Vaage Defined Bene…$5MKleen-Rite Corporation Cash Balance PlanKleen-Rite Corporation Cash …$5MAir Express International USA, Inc. Chicago Clerical EmployeesAir Express International US…$5MHavas Worldwide Puerto Rico, Inc. Pension PlanHavas Worldwide Puerto Rico,…$5MPrimus Pipe & Tube, Inc. Wage Retirement PlanPrimus Pipe & Tube, Inc. Wag…$5M
End-of-year total assets ($M) among Robert F. Vaage Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Robert F. Vaage multi-year asset trail

Sponsor-wide plan assets over time

All Robert F. Vaage plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.74083875054016% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.69M $5.99M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 6 $5M
2024 1 6 $6M

Robert F. Vaage filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$646K
Employer EIN330496294
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Robert F. Vaage Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Robert F. Vaage Defined Benefit Pension Plan, Total assets ($B): 0.005336468 · Participants: 6Robert F. Vaage Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Robert F. Vaage Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Robert F. Vaage Defined Benefit Pension Plan side-by-side with 3 peers →

Robert F. Vaage Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Havas Worldwide Puerto Rico, Inc. Pension Plan in NY ($5M); by covered participants it is Performance Capital, LLC Cash Balance Plan in AZ (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert F. Vaage Defined Benefit Pension Plan assets move in 2023? ▼
Robert F. Vaage Defined Benefit Pension Plan grew at a solid clip - up 13.8% during 2023, from $5M to $5M. Reported net income was $646K.
How have Robert F. Vaage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert F. Vaage's sponsor-wide assets grew 27.7%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Robert F. Vaage Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Havas Worldwide Puerto Rico, Inc. Pension Plan in NY ($5M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert F. Vaage Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Performance Capital, LLC Cash Balance Plan in AZ (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330496294.

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.