401(k) · DOL Form 5500 · 2022
Vermont Mutual Insurance Company 401(k) Plan
Data updated 2026-08-11
- $57M
- Total assets
- 316
- Participants
- 89th
- Percentile by assets
- $180,282
- Avg per participant
Official DOL plan name: Vermont Mutual Insurance Company 401(k) Plan · Sponsored by Vermont Mutual Insurance Company · Vermont · Finance & Insurance
$57M in assets, 316 participants
Vermont Mutual Insurance Company's Vermont Mutual Insurance Company 401(k) Plan reported $57M in total assets and 316 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #7,629 in Finance & Insurance (9,261 peers)
Where Vermont Mutual Insurance Company 401(k) Plan sits by assets
Vermont Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 316 participants (~$180,282/participant), down 12.6% in 2022.
- $57M
- total plan assets (2022 EOY)
- 316
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $180,282
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Vermont Mutual Insurance Company 401(k) Plan sits by total assets
Vermont Mutual Insurance Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$56,969,146 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vermont Mutual Insurance Company 401(k) Plan vs the 2022 asset distribution
By assets, Vermont Mutual Insurance Company 401(k) Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$8M |
| Employer EIN | 030164650 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vermont Mutual Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 399 | $114M |
| 2023 | 2 | 396 | $128M |
| 2024 | 2 | 386 | $134M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Vermont Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Vermont Mutual Insurance Company 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Vermont Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
How have Vermont Mutual Insurance Company plan assets changed over time? ▼
Where does Vermont Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Vermont Mutual Insurance Company 401(k) Plan? ▼
Next read for Vermont Mutual Insurance Company 401(k) …
Scale reading
Ways to act on Vermont Mutual Insurance Company 401(k) Plan's numbers.
- By total assets, Vermont Mutual Insurance Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Vermont. Compare plans
- Vermont Mutual Insurance Company's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Finance & Insurance plans