TAX DEFERRED ANNUITY PLAN OF VISITING NURSE
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
VNA HEALTH GROUP, INC.
This Other plan holds $64M in total assets and serves 848 participants as of 2023. It is sponsored by VNA HEALTH GROUP, INC. in New Jersey. The plan reported positive net income of $12M for the year.
What the Filing Says About TAX DEFERRED ANNUITY PLAN OF VISITING NURSE
TAX DEFERRED ANNUITY PLAN OF VISITING NURSE is a Other retirement plan sponsored by VNA HEALTH GROUP, INC., headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 848 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222500029, and the plan has been effective since 1974-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $52M at the beginning of 2023 to $64M at year-end — a gain of 23.2%. Net assets (after liabilities) closed the year at $64M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $52M |
| Total Assets (End of Year) | $64M |
| Net Assets (End of Year) | $64M |
| Net Income | $12M |
| Plan Type | Other |
| Employer EIN | 222500029 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VNA HEALTH GROUP, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,471 | $123M |
| 2023 | 3 | 2,484 | $145M |
| 2024 | 2 | 4,006 | $141M |
Nearby Other Plans in New Jersey
Peer Other plans — same state, same plan type — ranked by total assets.
- LUCENT TECHNOLOGIES INC. PENSION PLAN $4.2B · N/A
- CONSOLIDATED ROCHE RETIREMENT PLAN $3.2B · 2,130
- TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY $2.4B · 10,032
- HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND $1.6B · 7,170
- RWJBARNABAS HEALTH 403(B) SAVINGS PLAN $1.3B · 28,672
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the TAX DEFERRED ANNUITY PLAN OF VISITING NURSE? ▼
What type of plan is TAX DEFERRED ANNUITY PLAN OF VISITING NURSE? ▼
Who sponsors the TAX DEFERRED ANNUITY PLAN OF VISITING NURSE? ▼
How did TAX DEFERRED ANNUITY PLAN OF VISITING NURSE perform in 2023? ▼
Where can I find official filings for TAX DEFERRED ANNUITY PLAN OF VISITING NURSE? ▼
How does TAX DEFERRED ANNUITY PLAN OF VISITING NURSE compare to other plans? ▼
Explore PlainRetire
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 222500029.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.