Other
2023 plan-year Other DOL Form 5500

VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VORYS, SATER, SEYMOUR AND PEASE LLP

This Other plan holds $44M in total assets and serves 181 participants as of 2023. It is sponsored by VORYS, SATER, SEYMOUR AND PEASE LLP in Ohio. The plan reported positive net income of $9M for the year.

Total Assets (2023)
$44M
Participants
181
State
Industry
Professional & Technical Services

What the Filing Says About VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN

VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN is a Other retirement plan sponsored by VORYS, SATER, SEYMOUR AND PEASE LLP, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 181 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 314333125, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2023 to $44M at year-end — a gain of 25.3%. Net assets (after liabilities) closed the year at $44M, with reported net income of $9M 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)$35M
Total Assets (End of Year)$44M
Net Assets (End of Year)$44M
Net Income$9M
Plan TypeOther
Employer EIN314333125
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VORYS, SATER, SEYMOUR AND PEASE LLP)

Year Plans Participants Total Assets
2022 2 843 $360M
2023 2 901 $429M
2024 2 909 $470M

Nearby Other Plans in Ohio

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN?
As of the 2023 Form 5500 filing, VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN holds $44M in total assets with 181 participants. It is sponsored by VORYS, SATER, SEYMOUR AND PEASE LLP.
What type of plan is VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN?
VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN is a Other plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 314333125.
Who sponsors the VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN?
VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN is sponsored by VORYS, SATER, SEYMOUR AND PEASE LLP, located in Ohio. The sponsor's EIN is 314333125 and the plan operates in the Professional & Technical Services industry.
How did VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN perform in 2023?
VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN grew by 25.3% during 2023, moving from $35M to $44M in total assets. Net income was $9M.
Where can I find official filings for VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN?
Official Form 5500 filings for VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314333125 or plan name at efast.dol.gov.
How does VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN compare to other plans?
You can compare VORYS, SATER, SEYMOUR AND PEASE LLP CASH BALANCE PENSION PLAN against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 314333125.

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.

Data sourced from official public datasets. See our methodology for details.