Defined Benefit (Pension) · DOL Form 5500 · 2024
Vh Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $704M
- Total assets Above avg plan size
- 1,138
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $618,781
- Avg per participant High balance/head
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.
- #16,559 in Healthcare & Social Assistance (16,916 peers)
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.
- #16,559
- in Healthcare & Social Assistance (16,916 peers)
- +4.4%
- assets growth YoY
- 7.1×
- vs typical plan assets (national mean)
San Jose Market Pension Plan's outsized position by total assets
San Jose Market Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$704,172,677 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
San Jose Market Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Jose Market Pension Plan lands in the large band (1,138 participants).
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.
EBSA filing schedule strip
Filing strip 621720399 · Vh Holdings, Inc. PY 2024 · Defined Benefit (Pension)
San Jose Market Pension Plan · $704M · 1,138 · 98th
- ASSETS $704M
- PCT 1,138
- EIN 98th
- RANK Defined Benefit (Pension)
- PHOTO near Beth Israel Lahey Health Defined Benefit Plan I
- IND ind #16559
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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
San Jose Market Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $675M |
|---|---|
| Net Assets (End of Year) | $704M |
| Net Income | $30M |
| Employer EIN | 621720399 |
| Plan Effective Date | 2000-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vh Holdings, Inc.)
Sponsor-wide plan assets over time
All Vh Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $704M 13.659670473561668% vs 2022
- 2024 filing year
| 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.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
San Jose Market Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Beth Israel Lahey Health Defined Benefit Plan I in MA ($703M); by covered participants it is Sanofi US Group Pension Plan in NJ (1,139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($704M here).
- Beth Israel Lahey Health Defined Benefit Plan I (MA) $703M · 5,443
- Huntington Bancshares Retirement Plan (OH) $702M · 2,764
- Regions Financial Corporation Retirement Plan for Associates (AL) $708M · 2,240
- Bay Area Painters & Tapers Pension Trust (CA) $700M · 3,648
Similar participant headcount
Nearest other-state filings by covered participants (1,138 participants); asset peers above are excluded.
- Sanofi US Group Pension Plan (NJ) 1,139 · 1 off
- The New York Times Companies Pension Plan (NY) 1,137 · 1 off
- Ricoh Family Group Pension Equity Plan (PA) 1,137 · 1 off
- Coca-Cola Bottling Company United, Inc. Retirement Plan (AL) 1,140 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.