Defined Benefit (Pension) · DOL Form 5500 · 2024

The Vascular Institute of Birmingham PC Pension Plan

Data updated 2026-08-11

$1M
Total assets
11
Participants
25th
Percentile by assets
$112,425
Avg per participant
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Official DOL plan name: The Vascular Institute of Birmingham, PC Cash Balance Plan · Sponsored by The Vascular Institute of Birmingham PC · Alabama · Healthcare & Social Assistance

$1M in assets, 11 participants

The Vascular Institute of Birmingham PC's The Vascular Institute of Birmingham, PC Cash Balance Plan reported $1M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • 25th percentile by assets (of 123,622 plans)
  • #3,587 in Healthcare & Social Assistance (16,916 peers)

The Vascular Institute of Birmingham PC multi-year trail

The Vascular Institute of Birmingham PC's plans moved +32.8% in assets from 2022 to 2024; this filing shows The Vascular Institute of Birmingham, PC Cash Balance Plan at $1M / 11 participants.

$1M
total plan assets (2024 EOY)
11
covered participants
25th
percentile by assets (of 123,622 plans)
$112,425
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Vascular Institute of Birmingham, PC Cash Balance Plan reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • The Vascular Institute of Birmingham, PC Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Alabama
Industry
Healthcare & Social Assistance

The Vascular Institute of Birmingham PC across 3 plan years on file

Across the 3 plan years The Vascular Institute of Birmingham PC has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $6M, a gain of 32.8%, while reported participants moved from 26 to 25 (-3.8%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($4M).

The Vascular Institute of Birmingham PC multi-year asset trail

$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.45M $5.91M ▲ +32.8%
Total plan assets by year, all The Vascular Institute of Birmingham PC plans on file
Year Plans Participants Total Assets
2022 2 26 $4M
2023 2 26 $5M
2024 2 25 $6M

The Vascular Institute of Birmingham PC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$160K
Employer EIN262112695
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

The Vascular Institute of Birmingham, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

The Vascular Institute of Birmingham, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants The Vascular Institu…Regions Financial Co…Blue Cross and Blue …Regions Financial Co…Retail, Wholesale & …Vulcan Materials Com…
The Vascular Institute of Birmingham, PC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare The Vascular Institute of Birmingham, PC… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Vascular Institute of Birmingham, PC Cash Balance Plan by total assets, not by location.

Frequently Asked Questions

How did The Vascular Institute of Birmingham, PC Cash Balance Plan assets move in 2024? ▼
The Vascular Institute of Birmingham, PC Cash Balance Plan grew at a solid clip - up 14.9% during 2024, from $1M to $1M. Reported net income was $160K.
How have The Vascular Institute of Birmingham PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Vascular Institute of Birmingham PC's sponsor-wide assets grew 32.8%, from $4M to $6M.
Where does The Vascular Institute of Birmingham, PC Cash Balance Plan rank by assets among Form 5500 filers? ▼
The Vascular Institute of Birmingham, PC Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Vascular Institute of Birmingham, PC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yigal Zibari, D.D.S., a Professional Dental Corp. Cash Balance Pension Plan in CA ($1M, 4 participants).

Next read for The Vascular Institute of Birmingham, PC…

Multi-year trail

Ways to act on The Vascular Institute of Birmingham, PC Cash Balance 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 262112695.

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.