Defined Benefit (Pension) · DOL Form 5500 · 2024

Vh Holdings, Inc. Pension Plan

Data updated 2026-07-24

$704M
Total assets
1,138
Participants
98th
Percentile by assets
$618,781
Avg per participant
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Official DOL plan name: San Jose Market Pension Plan · Sponsored by Vh Holdings, Inc. · Tennessee · Healthcare & Social Assistance

$704M in assets, 1,138 participants

Vh Holdings, Inc.'s San Jose Market Pension Plan reported $704M in total assets and 1,138 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 116,472 plans)

Where San Jose Market Pension Plan sits by assets

San Jose Market Pension Plan sits in the top 5% of all filed plans by assets, $704M for 1,138 participants (~$618,781/participant), up 4.4% in 2024.

$704M
total plan assets (2024 EOY)
1,138
covered participants
98th
percentile by assets (of 116,472 plans)
$618,781
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • San Jose Market Pension Plan reported net income fell from $55M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • San Jose Market Pension Plan reported participants fell from 1,272 in the plan year 2023 filing to 1,138 in the plan year 2024 filing.
  • San Jose Market Pension Plan end-of-year assets rose from $675M in the plan year 2023 filing to $704M in the plan year 2024 filing.

See the national 2023→2024 release diff →

San Jose Market Pension Plan vs the 2024 asset distribution

By assets, San Jose Market Pension Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.0x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$675M
Net Assets (End of Year)$704M
Net Income$30M
Employer EIN621720399
Plan Effective Date2000-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Vh Holdings, Inc.)

$600M$650M$700M$750M 202220232024 $620M $704M ▲ +13.7%
Total plan assets by year, all Vh Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,424 $620M
2023 1 1,272 $675M
2024 1 1,138 $704M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

San Jose Market Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

San Jose Market Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0246810 Total assets ($B) Participants San Jose Market Pens…Retirement Plan of I…Pace Industry Union-…Pension Plan for Emp…Retirement Program P…Nissan Employee Reti…
San Jose Market Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to San Jose Market Pension Plan by total assets, not by location.

Frequently Asked Questions

How did San Jose Market Pension Plan assets move in 2024?
San Jose Market Pension Plan edged up modestly - up 4.4% during 2024, from $675M to $704M. Reported net income was $30M.
How have Vh Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Vh Holdings, Inc.'s sponsor-wide assets grew 13.7%, from $620M to $704M.
Where does San Jose Market Pension Plan rank by assets among Form 5500 filers?
San Jose Market Pension Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to San Jose Market Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Huntington Bancshares Retirement Plan in OH ($702M, 2,764 participants).

Scale reading

Ways to act on San Jose Market Pension Plan's numbers.

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 621720399.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.