Other · DOL Form 5500 · 2022
Brattleboro Retreat Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 418
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $82,961
- Avg per participant Below avg balance/head
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.
- #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.
- #17,433
- in Healthcare & Social Assistance (20,060 peers)
- -18.8%
- assets change YoY
- 0.3×
- 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.
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat 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. Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits mid-pack in the medium band (418 participants).
Form 5500 schedule snapshot
Filing strip 030107360 · Brattleboro Retreat PY 2022 · Other
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat · $35M · 418 · 84th
- PCT $35M
- EIN 418
- RANK 84th
- PHOTO Other
- IND near Charles Wright Academy 403(b) Retirement Plan
- EOY ind #17433
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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$8M |
| Employer EIN | 030107360 |
| Plan Effective Date | 1988-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brattleboro Retreat)
Sponsor-wide plan assets over time
All Brattleboro Retreat plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 23.951147076909308% vs 2022
- 2024 filing year
| 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.
- Middlebury College Voluntary Retirement Plan $269M · 1,039
- Rutland Regional Health Services Retirement Savings Plan $223M · 1,754
- Norwich University Defined Contribution Retirement Plan $154M · 929
- World Learning, Inc. Retirement Plan $80M · 447
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan $61M · 1,227
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Charles Wright Academy 403(b) Retirement Plan in WA ($35M); by covered participants it is Carthage College Defined Contribution Plan in WI (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (418 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.