Defined Benefit (Pension) · DOL Form 5500 · 2023

Vac-Alert of California, LLC Pension Plan

Data updated 2026-08-25

$230K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$57,468
Avg per participant Low balance/head
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Official DOL plan name: Vac-Alert of California, LLC Pension Plan · Sponsored by Vac-Alert of California, LLC · California · Retail Trade

$230K in assets, 4 participants

Vac-Alert of California, LLC's Vac-Alert of California, LLC Pension Plan reported $230K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,595 in Retail Trade (8,414 peers)

What the 2023 filing shows

Vac-Alert of California, LLC Pension Plan holds $230K for 4 participants - about $57,468 per participant, among the smaller plans by assets on file.

#1,595
in Retail Trade (8,414 peers)
+1.3%
assets growth YoY

Vac-Alert of California, LLC Pension Plan among the smaller filed plans by assets

Vac-Alert of California, LLC Pension Plan vs every filed plan by assets

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

$229,872 12th percentile higher than 12% 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

Vac-Alert of California, LLC 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. Vac-Alert of California, LLC Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vac-Alert of California, LLC Pension Plan reported net income rose from -$21K in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Vac-Alert of California, LLC Pension Plan end-of-year assets rose from $227K in the plan year 2022 filing to $230K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680458818 · Vac-Alert of California, LLC PY 2023 · Defined Benefit (Pension)

Vac-Alert of California, LLC Pension Plan · $230K · 4 · 12th

  • 5500 $230K
  • ASSETS 4
  • PCT 12th
  • EIN Defined Benefit (Pension)
  • RANK near Zhealth, LLC Cash Balance Plan
  • PHOTO ind #1595

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 Retail Trade retirement plans → · Plans in California →

Vac-Alert of California, LLC Pension Plan in the asset neighbourhood

Michigan Millers Mutual Insurance Company Employee Retirement PlanMichigan Millers Mutual Insu…$235KVac-Alert of California, LLC Pension PlanVac-Alert of California, LLC…$230KZhealth, LLC Cash Balance PlanZhealth, LLC Cash Balance Pl…$230KRoofers Local 195 Pension FundRoofers Local 195 Pension Fu…$230KRetirement Plan of Bricklayers Local No. 1 of Rich Mond Pension FundRetirement Plan of Bricklaye…$224K
End-of-year total assets ($M) among Vac-Alert of California, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$227K
Net Assets (End of Year)$230K
Net Income$3K
Employer EIN680458818
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vac-Alert of California, LLC)

Sponsor-wide plan assets over time

All Vac-Alert of California, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$229K 1.0365206048132984% vs 2022
2024 filing year
$0.23M 202220232024 $0.23M $0.23M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 4 $227K
2023 1 4 $230K
2024 1 4 $229K

Nearby Defined Benefit (Pension) Plans in California

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

Vac-Alert of California, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Vac-Alert of California, LLC Pension Plan, Total assets ($B): 0.000229872 · Participants: 4Vac-Alert of California, LLC 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
Vac-Alert of California, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Vac-Alert of California, LLC Pension Plan side-by-side with 3 peers →

Vac-Alert of California, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Zhealth, LLC Cash Balance Plan in TN ($230K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Vac-Alert of California, LLC Pension Plan assets move in 2023? ▼
Vac-Alert of California, LLC Pension Plan edged up modestly - up 1.3% during 2023, from $227K to $230K. Reported net income was $3K.
How have Vac-Alert of California, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vac-Alert of California, LLC's sponsor-wide assets grew 1.0%, from $227K to $229K.
Where does Vac-Alert of California, LLC Pension Plan rank by assets among Form 5500 filers? ▼
Vac-Alert of California, LLC Pension Plan ranks in the 12th 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 Defined Benefit (Pension) plans are similar in size to Vac-Alert of California, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Zhealth, LLC Cash Balance Plan in TN ($230K, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vac-Alert of California, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 680458818.

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.