Money Purchase · DOL Form 5500 · 2023
Vna Health Group, Inc. Money Purchase Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 1,612
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $39,378
- Avg per participant Low balance/head
Official DOL plan name: Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. · Sponsored by Vna Health Group, Inc. · New Jersey · Healthcare & Social Assistance
$63M in assets, 1,612 participants
Vna Health Group, Inc.'s Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. reported $63M in total assets and 1,612 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,839 in Healthcare & Social Assistance (17,684 peers)
Where Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. sits by assets
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. sits in the top quartile of all filed plans by assets, $63M for 1,612 participants (~$39,378/participant), up 13.6% in 2023.
- #15,839
- in Healthcare & Social Assistance (17,684 peers)
- +13.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.'s outsized position by total assets
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,477,360 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.'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. Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. lands in the large band (1,612 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. reported participants fell from 1,636 in the plan year 2022 filing to 1,612 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222500029 · Vna Health Group, Inc. PY 2023 · Money Purchase
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. · $63M · 1,612 · 88th
- NET $63M
- NET 1,612
- NET 88th
- NET Money Purchase
- NET near Iatse Local 8 Annuity Fund
- NET ind #15839
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 New Jersey →
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 222500029 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vna Health Group, Inc.)
Sponsor-wide plan assets over time
All Vna Health Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 29.459340576998354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,471 | $123M |
| 2023 | 3 | 2,484 | $145M |
| 2024 | 3 | 4,028 | $159M |
Nearby Money Purchase Plans in New Jersey
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local 68 Engineers Union Annuity Plan $919M · 5,196
- Nysa-Ila Money Purchase Pension Fund and Plan $787M · 4,634
- Educational Testing Service 401(a) Retirement Plan $577M · 3,310
- Ironworkers Local 11 Annuity Fund $375M · 1,159
- Plumbers & Pipefitters Local 9 Surety Plan $287M · 2,179
Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.'s out-of-state Money Purchase peers by assets and headcount
Outside New Jersey, the nearest Money Purchase by assets is Iatse Local 8 Annuity Fund in PA ($63M); by covered participants it is Pamcah-Ua Local 675 Annuity Plan in HI (1,616 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,612 participants); asset peers above are excluded.
- Pamcah-Ua Local 675 Annuity Plan (HI) 1,616 · 4 off
- Unity Health Retirement Plan (AR) 1,617 · 5 off
- Nfl Pension Plan (NY) 1,599 · 13 off
- Iron Workers Local #397 Annuity Fund (TN) 1,596 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.