Money Purchase · DOL Form 5500 · 2023

Vaughn, Coast & Vaughn, Inc. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$167,699
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vaughn, Coast & Vaughn, Inc,. Pension Plan · Sponsored by Vaughn, Coast & Vaughn, Inc. · Ohio · Professional & Technical Services

$1M in assets, 6 participants

Vaughn, Coast & Vaughn, Inc.'s Vaughn, Coast & Vaughn, Inc,. Pension Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,829 in Professional & Technical Services (20,321 peers)

Vaughn, Coast & Vaughn, Inc. multi-year trail

Vaughn, Coast & Vaughn, Inc.'s plans moved +24.3% in assets from 2022 to 2024; this filing shows Vaughn, Coast & Vaughn, Inc,. Pension Plan at $1M / 6 participants.

#3,829
in Professional & Technical Services (20,321 peers)
+2.5%
assets growth YoY

Vaughn, Coast & Vaughn, Inc,. Pension Plan among the smaller filed plans by assets

Vaughn, Coast & Vaughn, Inc,. Pension Plan vs every filed plan by assets

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

$1,006,191 24th percentile higher than 24% 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

Vaughn, Coast & Vaughn, Inc,. 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. Vaughn, Coast & Vaughn, Inc,. Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vaughn, Coast & Vaughn, Inc,. Pension Plan reported net income rose from -$96K in the plan year 2022 filing to $24K in the plan year 2023 filing.
  • Vaughn, Coast & Vaughn, Inc,. Pension Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Vaughn, Coast & Vaughn, Inc,. Pension Plan end-of-year assets rose from $982K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341531932 · Vaughn, Coast & Vaughn, Inc. PY 2023 · Money Purchase

Vaughn, Coast & Vaughn, Inc,. Pension Plan · $1M · 6 · 24th

  • NET $1M
  • BOOK 6
  • VS-ST 24th
  • BOY Money Purchase
  • SCH near Eugene Gibilaro Md Money Purchase Plan
  • EBSA ind #3829

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 Ohio →

Vaughn, Coast & Vaughn, Inc,. Pension Plan in the asset neighbourhood

Vaughn, Coast & Vaughn, Inc,. Pension PlanVaughn, Coast & Vaughn, Inc,…$1MEugene Gibilaro Md Money Purchase PlanEugene Gibilaro Md Money Pur…$1MEast Coast Medical Services, Inc. Retirement Plan TrustEast Coast Medical Services,…$1MHector a. Correa Colon Retirement PlanHector a. Correa Colon Retir…$999KGeorge M Dullaghan Money Purchase PlanGeorge M Dullaghan Money Pur…$995K
End-of-year total assets ($M) among Vaughn, Coast & Vaughn, Inc,. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Vaughn, Coast & Vaughn, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vaughn, Coast & Vaughn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.255578518918778% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.15M $2.68M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 10 $2M
2023 2 12 $2M
2024 2 10 $3M

Vaughn, Coast & Vaughn, Inc. filing trail (2023)

Total Assets (Beginning of Year)$982K
Net Assets (End of Year)$1M
Net Income$24K
Employer EIN341531932
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Vaughn, Coast & Vaughn, Inc,. Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Vaughn, Coast & Vaughn, Inc,. Pension Plan, Total assets ($B): 0.001006191 · Participants: 6Vaughn, Coast & Vaughn, Inc,. Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Vaughn, Coast & Vaughn, Inc,. Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants

Vaughn, Coast & Vaughn, Inc,. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Eugene Gibilaro Md Money Purchase Plan in NY ($1M); by covered participants it is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (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 Vaughn, Coast & Vaughn, Inc,. Pension Plan assets move in 2023?
Vaughn, Coast & Vaughn, Inc,. Pension Plan edged up modestly - up 2.5% during 2023, from $982K to $1M. Reported net income was $24K.
How have Vaughn, Coast & Vaughn, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Vaughn, Coast & Vaughn, Inc.'s sponsor-wide assets grew 24.3%, from $2M to $3M.
Where does Vaughn, Coast & Vaughn, Inc,. Pension Plan rank by assets among Form 5500 filers?
Vaughn, Coast & Vaughn, Inc,. Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Vaughn, Coast & Vaughn, Inc,. Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Eugene Gibilaro Md Money Purchase Plan in NY ($1M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Vaughn, Coast & Vaughn, Inc,. Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Conceptos Dentales Del Sur, Psc Retirement Plan in PR (6 participants, $920K in assets).