Defined Benefit (Pension) · DOL Form 5500 · 2023

Vh Holdings, Inc. Pension Plan

Data updated 2026-08-25

$675M
Total assets Above avg plan size
1,272
Participants Near avg headcount
98th
Percentile by assets National rank
$530,371
Avg per participant High balance/head
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Official DOL plan name: San Jose Market Pension Plan · Sponsored by Vh Holdings, Inc. · Tennessee · Healthcare & Social Assistance

$675M in assets, 1,272 participants

Vh Holdings, Inc.'s San Jose Market Pension Plan reported $675M in total assets and 1,272 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,359 in Healthcare & Social Assistance (17,684 peers)

Where San Jose Market Pension Plan sits by assets

San Jose Market Pension Plan sits in the top 5% of all filed plans by assets, $675M for 1,272 participants (~$530,371/participant), up 8.9% in 2023.

#17,359
in Healthcare & Social Assistance (17,684 peers)
+8.9%
assets growth YoY
6.8×
vs typical plan assets (national mean)

San Jose Market Pension Plan's outsized position by total assets

San Jose Market Pension Plan vs every filed plan by assets

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

$674,632,169 Top 2% higher than 98% 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

San Jose Market Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Jose Market Pension Plan lands in the large band (1,272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • San Jose Market Pension Plan reported net income rose from -$152M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • San Jose Market Pension Plan reported participants fell from 1,424 in the plan year 2022 filing to 1,272 in the plan year 2023 filing.
  • San Jose Market Pension Plan end-of-year assets rose from $620M in the plan year 2022 filing to $675M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621720399 · Vh Holdings, Inc. PY 2023 · Defined Benefit (Pension)

San Jose Market Pension Plan · $675M · 1,272 · 98th

  • VS-ST $675M
  • VS-ST 1,272
  • VS-ST 98th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Cement and Concrete Workers DC Pension Fund
  • VS-ST ind #17359

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

San Jose Market Pension Plan in the asset neighbourhood

Newell Brands Consolidated Pension PlanNewell Brands Consolidated P…$676MSan Jose Market Pension Plan$675MCement and Concrete Workers DC Pension FundCement and Concrete Workers …$674MPavers & Road Builders DC Pension FundPavers & Road Builders DC Pe…$673MIron Workers Locals 40, 361 & 417 Pension FundIron Workers Locals 40, 361 …$672M
End-of-year total assets ($M) among San Jose Market Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$620M
Net Assets (End of Year)$675M
Net Income$55M
Employer EIN621720399
Plan Effective Date2000-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Vh Holdings, Inc.)

Sponsor-wide plan assets over time

All Vh Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$704M 13.659670473561668% vs 2022
2024 filing year
$600M$650M$700M$750M 202220232024 $620M $704M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 1,424 $620M
2023 1 1,272 $675M
2024 1 1,138 $704M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

San Jose Market Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants San Jose Market Pension Plan, Total assets ($B): 0.674632169 · Participants: 1272San Jose Market Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
San Jose Market Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare San Jose Market Pension Plan side-by-side with 3 peers →

San Jose Market Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Cement and Concrete Workers DC Pension Fund in NY ($674M); by covered participants it is Thedacare, Inc. Pension Plan in WI (1,273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($675M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,272 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 San Jose Market Pension Plan assets move in 2023? ▼
San Jose Market Pension Plan grew at a solid clip - up 8.9% during 2023, from $620M to $675M. Reported net income was $55M.
How have Vh Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vh Holdings, Inc.'s sponsor-wide assets grew 13.7%, from $620M to $704M.
Where does San Jose Market Pension Plan rank by assets among Form 5500 filers? ▼
San Jose Market Pension Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to San Jose Market Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement and Concrete Workers DC Pension Fund in NY ($674M, 997 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to San Jose Market Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thedacare, Inc. Pension Plan in WI (1,273 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 621720399.

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.