Defined Benefit (Pension) · DOL Form 5500 · 2023

The Vascular Institute of Birmingham PC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
24th
Percentile by assets National rank
$82,808
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Vascular Institute of Birmingham, PC Cash Balance Plan · Sponsored by The Vascular Institute of Birmingham PC · Alabama · Healthcare & Social Assistance

$1M in assets, 13 participants

The Vascular Institute of Birmingham PC's The Vascular Institute of Birmingham, PC Cash Balance Plan reported $1M in total assets and 13 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.

  • #3,579 in Healthcare & Social Assistance (17,684 peers)

The Vascular Institute of Birmingham PC multi-year trail

The Vascular Institute of Birmingham PC's plans moved +32.8% in assets from 2022 to 2024; this filing shows The Vascular Institute of Birmingham, PC Cash Balance Plan at $1M / 13 participants.

#3,579
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY

The Vascular Institute of Birmingham, PC Cash Balance Plan among the smaller filed plans by assets

The Vascular Institute of Birmingham, PC Cash Balance Plan vs every filed plan by assets

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

$1,076,502 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

The Vascular Institute of Birmingham, PC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Vascular Institute of Birmingham, PC Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Vascular Institute of Birmingham, PC Cash Balance Plan reported net income rose from $57K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • The Vascular Institute of Birmingham, PC Cash Balance Plan end-of-year assets rose from $909K 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 262112695 · The Vascular Institute of Birmingham PC PY 2023 · Defined Benefit (Pension)

The Vascular Institute of Birmingham, PC Cash Balance Plan · $1M · 13 · 24th

  • VS-ST $1M
  • VS-ST 13
  • VS-ST 24th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Alexander J. Corondoni D.D.S. Defined Benefit Pension Plan
  • VS-ST ind #3579

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 Alabama →

The Vascular Institute of Birmingham, PC Cash Balance Plan in the asset neighbourhood

The Vascular Institute of Birmingham, PC Cash Balance PlanThe Vascular Institute of Bi…$1MAlexander J. Corondoni D.D.S. Defined Benefit Pension PlanAlexander J. Corondoni D.D.S…$1MShariden Design Asphalt, Inc. Defined Benefit Pension PlanShariden Design Asphalt, Inc…$1MThe Tashjy Law Firm LLC Cash Balance PlanThe Tashjy Law Firm LLC Cash…$1MMark V. Sofonio, M.D. Defined Benefit Pension PlanMark V. Sofonio, M.D. Define…$1M
End-of-year total assets ($M) among The Vascular Institute of Birmingham, PC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The Vascular Institute of Birmingham PC multi-year asset trail

Sponsor-wide plan assets over time

All The Vascular Institute of Birmingham PC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.76322053520418% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.45M $5.91M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 26 $4M
2023 2 26 $5M
2024 2 25 $6M

The Vascular Institute of Birmingham PC filing trail (2023)

Total Assets (Beginning of Year)$909K
Net Assets (End of Year)$1M
Net Income$167K
Employer EIN262112695
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

The Vascular Institute of Birmingham, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants The Vascular Institute of Birmingham, PC Cash Balance Plan, Total assets ($B): 0.001076502 · Participants: 13The Vascular Institute of Birmingham, PC Cash Balance PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
The Vascular Institute of Birmingham, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare The Vascular Institute of Birmingham, PC Cash Balance Plan side-by-side with 3 peers →

The Vascular Institute of Birmingham, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Alexander J. Corondoni D.D.S. Defined Benefit Pension Plan in CA ($1M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The Vascular Institute of Birmingham, PC Cash Balance Plan assets move in 2023? ▼
The Vascular Institute of Birmingham, PC Cash Balance Plan grew sharply - up 18.4% during 2023, from $909K to $1M. Reported net income was $167K.
How have The Vascular Institute of Birmingham PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vascular Institute of Birmingham PC's sponsor-wide assets grew 32.8%, from $4M to $6M.
Where does The Vascular Institute of Birmingham, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
The Vascular Institute of Birmingham, PC Cash Balance 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 Defined Benefit (Pension) plans are similar in size to The Vascular Institute of Birmingham, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alexander J. Corondoni D.D.S. Defined Benefit Pension Plan in CA ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Vascular Institute of Birmingham, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 262112695.

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.