Defined Benefit (Pension) · DOL Form 5500 · 2023

Anne Silva Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
33rd
Percentile by assets National rank
$602,997
Avg per participant High balance/head
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Official DOL plan name: Anne Silva Retirement Plan and Trust · Sponsored by Anne Silva · New York · Other Services

$2M in assets, 4 participants

Anne Silva's Anne Silva Retirement Plan and Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,488 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Anne Silva Retirement Plan and Trust ranks #4,488 of 7,857 2023 filers by assets (832% of the sector average)-$2M for 4 participants.

#4,488
in Other Services (7,857 peers)
+11.4%
assets growth YoY

Anne Silva Retirement Plan and Trust among the smaller filed plans by assets

Anne Silva Retirement Plan and Trust vs every filed plan by assets

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

$2,411,989 33rd percentile higher than 33% 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

Anne Silva Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anne Silva Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anne Silva Retirement Plan and Trust reported net income rose from -$1K in the plan year 2022 filing to $246K in the plan year 2023 filing.
  • Anne Silva Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 876880852 · Anne Silva PY 2023 · Defined Benefit (Pension)

Anne Silva Retirement Plan and Trust · $2M · 4 · 33rd

  • NET $2M
  • BOOK 4
  • VS-ST 33rd
  • BOY Defined Benefit (Pension)
  • SCH near Chamberlain Group Cash Balance Plan
  • EBSA ind #4488

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 Other Services retirement plans → · Plans in New York →

Anne Silva Retirement Plan and Trust in the asset neighbourhood

East Jordan Plastics, Inc. Pension PlanEast Jordan Plastics, Inc. P…$2MAnne Silva Retirement Plan and TrustAnne Silva Retirement Plan a…$2MChamberlain Group Cash Balance PlanChamberlain Group Cash Balan…$2MGreat American Holding Co., Inc. Defined Benefit PlanGreat American Holding Co., …$2MCary D. Alberstone, M.D., Apc Defined Benefit Pension PlanCary D. Alberstone, M.D., Ap…$2M
End-of-year total assets ($M) among Anne Silva Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$246K
Employer EIN876880852
Plan Effective Date2020-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anne Silva)

Sponsor-wide plan assets over time

All Anne Silva plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.879589562766412% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.17M $2.6M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 $3M

Nearby Defined Benefit (Pension) Plans in New York

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

Anne Silva Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Anne Silva Retirement Plan and Trust, Total assets ($B): 0.002411989 · Participants: 4Anne Silva Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Anne Silva Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Anne Silva Retirement Plan and Trust side-by-side with 3 peers →

Anne Silva Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Chamberlain Group Cash Balance Plan in CA ($2M); 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 Anne Silva Retirement Plan and Trust assets move in 2023? ▼
Anne Silva Retirement Plan and Trust grew at a solid clip - up 11.4% during 2023, from $2M to $2M. Reported net income was $246K.
How have Anne Silva plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anne Silva's sponsor-wide assets grew 19.9%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Anne Silva Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chamberlain Group Cash Balance Plan in CA ($2M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anne Silva Retirement Plan and Trust? ▼
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 876880852.

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.