Defined Benefit (Pension) · DOL Form 5500 · 2024
The Vascular Institute of Birmingham PC Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $112,425
- Avg per participant Below avg balance/head
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.
- #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.
- #3,587
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
The Vascular Institute of Birmingham, PC Cash Balance Plan among the smaller filed plans by assets
The Vascular Institute of Birmingham, PC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,236,677 25th percentile higher than 25% 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
The Vascular Institute of Birmingham, PC Cash Balance Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Vascular Institute of Birmingham, PC Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.
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.
Form 5500 schedule snapshot
Filing strip 262112695 · The Vascular Institute of Birmingham PC PY 2024 · Defined Benefit (Pension)
The Vascular Institute of Birmingham, PC Cash Balance Plan · $1M · 11 · 25th
- PART $1M
- PART 11
- PART 25th
- PART Defined Benefit (Pension)
- PART near Yigal Zibari, D.D.S., a Professional Dental Corp. Cash Balance Pension Plan
- PART ind #3587
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 Alabama →
The Vascular Institute of Birmingham, PC Cash Balance Plan in the asset neighbourhood
The Vascular Institute of Birmingham PC multi-year asset trail
Sponsor-wide plan assets over time
All The Vascular Institute of Birmingham PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 32.76322053520418% vs 2022
- 2024 filing year
| 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 EIN | 262112695 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
The Vascular Institute of Birmingham, PC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Yigal Zibari, D.D.S., a Professional Dental Corp. Cash Balance Pension Plan in CA ($1M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Dougherty Dental Corporation Defined Benefit Pension Plan (CA) 11 · 0 off
- Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan (CA) 11 · 0 off
- The Shoulder Clinic of Idaho, PLLC Cash Balance Plan (ID) 11 · 0 off
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.