Defined Benefit (Pension) · DOL Form 5500 · 2024

Robert F. Vaage Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
45th
Percentile by assets National rank
$998,670
Avg per participant High balance/head
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Official DOL plan name: Robert F. Vaage Defined Benefit Pension Plan · Sponsored by Robert F. Vaage · California · Professional & Technical Services

$6M in assets, 6 participants

Robert F. Vaage's Robert F. Vaage Defined Benefit Pension Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,709 in Professional & Technical Services (20,173 peers)

Robert F. Vaage multi-year trail

Robert F. Vaage's plans moved +27.7% in assets from 2022 to 2024; this filing shows Robert F. Vaage Defined Benefit Pension Plan at $6M / 6 participants.

#8,709
in Professional & Technical Services (20,173 peers)
+12.3%
assets growth YoY

Robert F. Vaage Defined Benefit Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Robert F. Vaage Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,992,020 45th percentile higher than 45% of 123,620 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 2024

Robert F. Vaage Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert F. Vaage Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert F. Vaage Defined Benefit Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330496294 · Robert F. Vaage PY 2024 · Defined Benefit (Pension)

Robert F. Vaage Defined Benefit Pension Plan · $6M · 6 · 45th

  • IND $6M
  • EOY 6
  • 5500 45th
  • ASSETS Defined Benefit (Pension)
  • PCT near Western Farm Bureau Pension Plan
  • EIN ind #8709

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 Professional & Technical Services retirement plans → · Plans in California →

Robert F. Vaage Defined Benefit Pension Plan in the asset neighbourhood

Minnesota Orchestral Association Pension Plan for MusiciansMinnesota Orchestral Associa…$6MRobert F. Vaage Defined Benefit Pension PlanRobert F. Vaage Defined Bene…$6MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$6MInterval Partners, LP Cash Balance PlanInterval Partners, LP Cash B…$6MEmployer Defined Benefit Plan of Inwood HouseEmployer Defined Benefit Pla…$6M
End-of-year total assets ($M) among Robert F. Vaage Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Robert F. Vaage multi-year asset trail

Sponsor-wide plan assets over time

All Robert F. Vaage plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.74083875054016% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.69M $5.99M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 6 $5M
2024 1 6 $6M

Robert F. Vaage filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$656K
Employer EIN330496294
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Robert F. Vaage Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Robert F. Vaage Defined Benefit Pension Plan, Total assets ($B): 0.00599202 · Participants: 6Robert F. Vaage Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Robert F. Vaage Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Robert F. Vaage Defined Benefit Pension Plan side-by-side with 3 peers →

Robert F. Vaage Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Western Farm Bureau Pension Plan in WA ($6M); by covered participants it is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert F. Vaage Defined Benefit Pension Plan assets move in 2024? ▼
Robert F. Vaage Defined Benefit Pension Plan grew at a solid clip - up 12.3% during 2024, from $5M to $6M. Reported net income was $656K.
How have Robert F. Vaage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert F. Vaage's sponsor-wide assets grew 27.7%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Robert F. Vaage Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Farm Bureau Pension Plan in WA ($6M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Robert F. Vaage Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Frank J. Laine, P.C. Defined Benefit Plan in NY (6 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330496294.

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.