ESOP · DOL Form 5500 · 2022
Trust Company of Vermont ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 39
- Participants
- 76th
- Percentile by assets
- $474,460
- Avg per participant
Official DOL plan name: Trust Company of Vermont Employee Stock Ownership Plan · Sponsored by Trust Company of Vermont · Vermont · Finance & Insurance
$19M in assets, 39 participants
Trust Company of Vermont's Trust Company of Vermont Employee Stock Ownership Plan reported $19M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 139,126 plans)
- #5,765 in Finance & Insurance (9,261 peers)
Where Trust Company of Vermont Employee Stock Ownership Plan sits by assets
Trust Company of Vermont Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $19M for 39 participants (~$474,460/participant), down 13.9% in 2022.
- $19M
- total plan assets (2022 EOY)
- 39
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $474,460
- avg assets per participant
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trust Company of Vermont Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Trust Company of Vermont Employee Stock Ownership Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 030362172 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trust Company of Vermont)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 39 | $19M |
| 2023 | 1 | 43 | $19M |
| 2024 | 1 | 42 | $22M |
Nearby ESOP Plans in Vermont
Peer ESOP plans, same state, same plan type, ranked by total assets.
Trust Company of Vermont Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
- Vermont Information Processing, Inc. Employee Stock Ownership Plan $401M · 421
- King Arthur Employee Stock Ownership Plan $135M · 301
- Cfc ESOP $78M · 402
- America's Gardening Resource, Inc. Employee Stock Ownership Plan $28M · 215
- Hallam Associates, Inc. Employee Stock Ownership Plan and Trust $17M · 115
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Trust Company of Vermont Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Trust Company of Vermont Employee Stock Ownership Plan's numbers.
- By total assets, Trust Company of Vermont Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
- Trust Company of Vermont's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Finance & Insurance plans