Other · DOL Form 5500 · 2022

Brattleboro Retreat Retirement Plan

Data updated 2026-08-11

$35M
Total assets
418
Participants
84th
Percentile by assets
$82,961
Avg per participant
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Official DOL plan name: Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat · Sponsored by Brattleboro Retreat · Vermont · Healthcare & Social Assistance

$35M in assets, 418 participants

Brattleboro Retreat's Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported $35M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #17,433 in Healthcare & Social Assistance (20,060 peers)

Where Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits by assets

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits in the top quartile of all filed plans by assets, $35M for 418 participants (~$82,961/participant), down 18.8% in 2022.

$35M
total plan assets (2022 EOY)
418
covered participants
84th
percentile by assets (of 139,126 plans)
$82,961
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 Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits by total assets

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$34,677,884 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Vermont
Industry
Healthcare & Social Assistance

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs the 2022 asset distribution

By assets, Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$35M
Net Income-$8M
Employer EIN030107360
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brattleboro Retreat)

$30M$35M$40M$45M 202220232024 $34.7M $43M ▲ +23.9%
Total plan assets by year, all Brattleboro Retreat plans on file
Year Plans Participants Total Assets
2022 1 418 $35M
2023 1 410 $38M
2024 1 447 $43M

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300 Total assets ($M) Participants Tax Sheltered Annuit…, Total assets ($M): 34.677884 · Participants: 418Tax Sheltered Annuit…Middlebury College V…, Total assets ($M): 269.425824 · Participants: 1039Middlebury College V…Rutland Regional Hea…, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Hea…Norwich University D…, Total assets ($M): 154.371749 · Participants: 929Norwich University D…World Learning, Inc.…, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc.…Southwestern Vermont…, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont…
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants
Compare Tax Sheltered Annuity Savings Plan for E… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat by total assets, not by location.

Frequently Asked Questions

How did Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat assets move in 2022? ▼
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat declined sharply - down 18.8% during 2022, from $43M to $35M. Reported net income was -$8M.
How have Brattleboro Retreat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brattleboro Retreat's sponsor-wide assets grew 24.0%, from $35M to $43M.
Where does Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat rank by assets among Form 5500 filers? ▼
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat ranks in the 84th 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 Other plans are similar in size to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat? ▼
Among Other plans in other states, the closest by assets is Charles Wright Academy 403(b) Retirement Plan in WA ($35M, 122 participants).

Next read for Tax Sheltered Annuity Savings Plan for E…

Scale reading

Ways to act on Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's numbers.

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 030107360.

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.