Defined Benefit (Pension) · DOL Form 5500 · 2024

Anne Silva Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$865,368
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anne Silva Retirement Plan and Trust · Sponsored by Anne Silva · New York · Other Services

$3M in assets, 3 participants

Anne Silva's Anne Silva Retirement Plan and Trust reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,364 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Anne Silva Retirement Plan and Trust ranks #4,364 of 7,719 2024 filers by assets (773% of the sector average)-$3M for 3 participants.

#4,364
in Other Services (7,719 peers)
+7.6%
assets growth YoY

Anne Silva Retirement Plan and Trust among the smaller filed plans by assets

Anne Silva Retirement Plan and Trust vs every filed plan by assets

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

$2,596,104 32nd percentile higher than 32% 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

Anne Silva Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anne Silva Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anne Silva Retirement Plan and Trust reported net income fell from $246K in the plan year 2023 filing to $184K in the plan year 2024 filing.
  • Anne Silva Retirement Plan and Trust reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Anne Silva Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 876880852 · Anne Silva PY 2024 · Defined Benefit (Pension)

Anne Silva Retirement Plan and Trust · $3M · 3 · 32nd

  • VS-ST $3M
  • VS-ST 3
  • VS-ST 32nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Mmx Management Cash Balance Plan
  • VS-ST ind #4364

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 Other Services retirement plans → · Plans in New York →

Anne Silva Retirement Plan and Trust in the asset neighbourhood

Anne Silva Retirement Plan and TrustAnne Silva Retirement Plan a…$3MMmx Management Cash Balance PlanMmx Management Cash Balance …$3MCapital Advanced Surgery a Professional Corp. Pension PlanCapital Advanced Surgery a P…$3MAmeriti Manufacturing Company UAW Restated Amended Pension PlanAmeriti Manufacturing Compan…$3MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$3M
End-of-year total assets ($M) among Anne Silva Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$184K
Employer EIN876880852
Plan Effective Date2020-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anne Silva)

Sponsor-wide plan assets over time

All Anne Silva plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.879589562766412% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.17M $2.6M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 $3M

Nearby Defined Benefit (Pension) Plans in New York

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

Anne Silva Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Anne Silva Retirement Plan and Trust, Total assets ($B): 0.002596104 · Participants: 3Anne Silva Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Anne Silva Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Anne Silva Retirement Plan and Trust side-by-side with 3 peers →

Anne Silva Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Mmx Management Cash Balance Plan in FL ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Anne Silva Retirement Plan and Trust assets move in 2024? ▼
Anne Silva Retirement Plan and Trust grew at a solid clip - up 7.6% during 2024, from $2M to $3M. Reported net income was $184K.
How have Anne Silva plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anne Silva's sponsor-wide assets grew 19.9%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Anne Silva Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mmx Management Cash Balance Plan in FL ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Anne Silva Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 876880852.

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.