Defined Benefit (Pension) · DOL Form 5500 · 2024

Vanness & Vanness, P.a. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
41st
Percentile by assets National rank
$961,818
Avg per participant High balance/head
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Official DOL plan name: Vanness & Vanness, P.a. Cash Balance Plan · Sponsored by Vanness & Vanness, P.a. · Florida · Professional & Technical Services

$5M in assets, 5 participants

Vanness & Vanness, P.a.'s Vanness & Vanness, P.a. Cash Balance Plan reported $5M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,820 in Professional & Technical Services (20,173 peers)

Vanness & Vanness, P.a. multi-year trail

Vanness & Vanness, P.a.'s plans moved +79.1% in assets from 2022 to 2024; this filing shows Vanness & Vanness, P.a. Cash Balance Plan at $5M / 5 participants.

#7,820
in Professional & Technical Services (20,173 peers)
+28.0%
assets growth YoY

Vanness & Vanness, P.a. Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Vanness & Vanness, P.a. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,809,091 41st percentile higher than 41% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Vanness & Vanness, P.a. Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vanness & Vanness, P.a. Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vanness & Vanness, P.a. Cash Balance Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Vanness & Vanness, P.a. Cash Balance Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Vanness & Vanness, P.a. Cash Balance Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593084577 · Vanness & Vanness, P.a. PY 2024 · Defined Benefit (Pension)

Vanness & Vanness, P.a. Cash Balance Plan · $5M · 5 · 41st

  • BOY $5M
  • SCH 5
  • EBSA 41st
  • PART Defined Benefit (Pension)
  • TYPE near Minnkota Power Cooperative, Inc. Employees Pension Plan a
  • NET ind #7820

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 Professional & Technical Services retirement plans → · Plans in Florida →

Vanness & Vanness, P.a. Cash Balance Plan in the asset neighbourhood

Black Butte Coal Company Pension PlanBlack Butte Coal Company Pen…$5MOverhead Door Corporation Salaried Employees Pension PlanOverhead Door Corporation Sa…$5MVanness & Vanness, P.a. Cash Balance PlanVanness & Vanness, P.a. Cash…$5MMinnkota Power Cooperative, Inc. Employees Pension Plan aMinnkota Power Cooperative, …$5MHallmark Retiree Pension Plan$5M
End-of-year total assets ($M) among Vanness & Vanness, P.a. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Vanness & Vanness, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Vanness & Vanness, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 79.09726111879112% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.69M $4.81M ▲ +78.8%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 6 $4M
2024 1 5 $5M

Vanness & Vanness, P.a. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN593084577
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Vanness & Vanness, P.a. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Vanness & Vanness, P.a. Cash Balance Plan, Total assets ($B): 0.004809091 · Participants: 5Vanness & Vanness, P.a. Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Vanness & Vanness, P.a. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Vanness & Vanness, P.a. Cash Balance Plan side-by-side with 3 peers →

Vanness & Vanness, P.a. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Minnkota Power Cooperative, Inc. Employees Pension Plan a in ND ($5M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vanness & Vanness, P.a. Cash Balance Plan assets move in 2024? ▼
Vanness & Vanness, P.a. Cash Balance Plan grew sharply - up 28.0% during 2024, from $4M to $5M. Reported net income was $1M.
How have Vanness & Vanness, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vanness & Vanness, P.a.'s sponsor-wide assets grew 79.1%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Vanness & Vanness, P.a. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minnkota Power Cooperative, Inc. Employees Pension Plan a in ND ($5M, 363 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vanness & Vanness, P.a. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alan Tajerstein Pension Plan in NY (5 participants, N/A in assets).

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 593084577.

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.