401(k) · DOL Form 5500 · 2022

Vermont Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
316
Participants Below avg headcount
89th
Percentile by assets National rank
$180,282
Avg per participant Above avg balance/head
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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.

  • #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.

#7,629
in Finance & Insurance (9,261 peers)
-12.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Vermont Mutual Insurance Company 401(k) Plan's outsized position 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

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 2022

Vermont Mutual Insurance Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vermont Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (316 participants).

Form 5500 schedule snapshot

Filing strip 030164650 · Vermont Mutual Insurance Company PY 2022 · 401(k)

Vermont Mutual Insurance Company 401(k) Plan · $57M · 316 · 89th

  • BOY $57M
  • BOY 316
  • BOY 89th
  • BOY 401(k)
  • BOY near Beacon Capital Partners, LLC 401(k) Plan
  • BOY ind #7629

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 Finance & Insurance retirement plans → · Plans in Vermont →

Vermont Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Anchor Glass Container Corporation Salaried Employees' Savings PlanAnchor Glass Container Corpo…$57MVermont Mutual Insurance Company 401(k) PlanVermont Mutual Insurance Com…$57MBeacon Capital Partners, LLC 401(k) PlanBeacon Capital Partners, LLC…$57MM. Holland Company 401(k) Profit Sharing Plan and TrustM. Holland Company 401(k) Pr…$57MKorber Supply Chain US, Inc. 401(k) Savings PlanKorber Supply Chain US, Inc.…$57M
End-of-year total assets ($M) among Vermont Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$57M
Net Income-$8M
Employer EIN030164650
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Mutual Insurance Company)

Sponsor-wide plan assets over time

All Vermont Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$134M 17.47906523121508% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $114M $134M ▲ +17.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Vermont Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.056969146 · Participants: 316Vermont Mutual Insurance Company 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Vermont Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Vermont Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Beacon Capital Partners, LLC 401(k) Plan in MA ($57M); by covered participants it is Granular, Inc. 401(k) Plan in DE (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vermont Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Vermont Mutual Insurance Company 401(k) Plan pulled back noticeably - down 12.6% during 2022, from $65M to $57M. Reported net income was -$8M.
How have Vermont Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Mutual Insurance Company's sponsor-wide assets grew 17.5%, from $114M to $134M.
Where does Vermont Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Vermont Mutual Insurance Company 401(k) Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vermont Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beacon Capital Partners, LLC 401(k) Plan in MA ($57M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Granular, Inc. 401(k) Plan in DE (316 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030164650.

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.