Defined Benefit (Pension) · DOL Form 5500 · 2023

Vanness & Vanness, P.a. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
39th
Percentile by assets National rank
$626,165
Avg per participant High balance/head
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Official DOL plan name: Vanness & Vanness, P.a. Cash Balance Plan · Sponsored by Vanness & Vanness, P.a. · Florida · Professional & Technical Services

$4M in assets, 6 participants

Vanness & Vanness, P.a.'s Vanness & Vanness, P.a. Cash Balance Plan reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,403 in Professional & Technical Services (20,321 peers)

Vanness & Vanness, P.a. multi-year trail

Vanness & Vanness, P.a.'s plans moved +79.1% in assets from 2022 to 2024; this filing shows Vanness & Vanness, P.a. Cash Balance Plan at $4M / 6 participants.

#7,403
in Professional & Technical Services (20,321 peers)
+39.9%
assets growth YoY

Vanness & Vanness, P.a. Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Vanness & Vanness, P.a. Cash Balance Plan vs every filed plan by assets

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

$3,756,987 39th percentile higher than 39% 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

Vanness & Vanness, P.a. Cash Balance 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. Vanness & Vanness, P.a. Cash Balance Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vanness & Vanness, P.a. Cash Balance Plan reported net income rose from -$247K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vanness & Vanness, P.a. Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vanness & Vanness, P.a. Cash Balance Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593084577 · Vanness & Vanness, P.a. PY 2023 · Defined Benefit (Pension)

Vanness & Vanness, P.a. Cash Balance Plan · $4M · 6 · 39th

  • EOY $4M
  • EOY 6
  • EOY 39th
  • EOY Defined Benefit (Pension)
  • EOY near Mri USA Inc. Employees' Pension Plan and Trust
  • EOY ind #7403

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 Florida →

Vanness & Vanness, P.a. Cash Balance Plan in the asset neighbourhood

Vanness & Vanness, P.a. Cash Balance PlanVanness & Vanness, P.a. Cash…$4MMri USA Inc. Employees' Pension Plan and TrustMri USA Inc. Employees' Pens…$4MBoulter Plywood Corporation Pension PlanBoulter Plywood Corporation …$4MRpm International Inc. Union Retirement PlanRpm International Inc. Union…$4MFairland Management Corporation Pension TrustFairland Management Corporat…$4M
End-of-year total assets ($M) among Vanness & Vanness, P.a. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Vanness & Vanness, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Vanness & Vanness, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 79.09726111879112% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.69M $4.81M ▲ +78.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $4M
2024 1 5 $5M

Vanness & Vanness, P.a. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN593084577
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Vanness & Vanness, P.a. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Vanness & Vanness, P.a. Cash Balance Plan, Total assets ($B): 0.003756987 · Participants: 6Vanness & Vanness, P.a. Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Vanness & Vanness, P.a. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Vanness & Vanness, P.a. Cash Balance Plan side-by-side with 3 peers →

Vanness & Vanness, P.a. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Mri USA Inc. Employees' Pension Plan and Trust in NY ($4M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (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 Vanness & Vanness, P.a. Cash Balance Plan assets move in 2023? ▼
Vanness & Vanness, P.a. Cash Balance Plan surged - up 39.9% during 2023, from $3M to $4M. Reported net income was $2M.
How have Vanness & Vanness, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vanness & Vanness, P.a.'s sponsor-wide assets grew 79.1%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Vanness & Vanness, P.a. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mri USA Inc. Employees' Pension Plan and Trust in NY ($4M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vanness & Vanness, P.a. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (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 593084577.

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.