Money Purchase
2024 plan-year Money Purchase DOL Form 5500

DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

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

VNA HEALTH GROUP, INC.

This Money Purchase plan holds $69M in total assets and serves 1,708 participants as of 2024. It is sponsored by VNA HEALTH GROUP, INC. in New Jersey. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$69M
Participants
1,708
State
Industry
Healthcare & Social Assistance

What the Filing Says About DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. is a Money Purchase retirement plan sponsored by VNA HEALTH GROUP, INC., headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $69M in total end-of-year assets and covers 1,708 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222500029, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $63M at the beginning of 2024 to $69M at year-end — a gain of 8.7%. Net assets (after liabilities) closed the year at $69M, with reported net income of $6M 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)$63M
Total Assets (End of Year)$69M
Net Assets (End of Year)$69M
Net Income$6M
Plan TypeMoney Purchase
Employer EIN222500029
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VNA HEALTH GROUP, INC.)

Year Plans Participants Total Assets
2022 3 2,471 $123M
2023 3 2,484 $145M
2024 2 4,006 $141M

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Frequently Asked Questions

How much money is in the DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.?
As of the 2024 Form 5500 filing, DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. holds $69M in total assets with 1,708 participants. It is sponsored by VNA HEALTH GROUP, INC..
What type of plan is DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.?
DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. is a Money Purchase plan. It has been effective since 1973-01-01. The plan is filed with the U.S. Department of Labor under EIN 222500029.
Who sponsors the DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.?
DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. is sponsored by VNA HEALTH GROUP, INC., located in New Jersey. The sponsor's EIN is 222500029 and the plan operates in the Healthcare & Social Assistance industry.
How did DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. perform in 2024?
DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. grew by 8.7% during 2024, moving from $63M to $69M in total assets. Net income was $6M.
Where can I find official filings for DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.?
Official Form 5500 filings for DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222500029 or plan name at efast.dol.gov.
How does DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. compare to other plans?
You can compare DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. against other Money Purchase plans on the plan type page, or view plans in New Jersey 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 222500029.

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.