ESOP · DOL Form 5500 · 2022

Trust Company of Vermont ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
39
Participants Small participant base
76th
Percentile by assets National rank
$474,460
Avg per participant High balance/head
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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.

  • #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.

#5,765
in Finance & Insurance (9,261 peers)
-13.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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's outsized position by total assets

Trust Company of Vermont Employee Stock Ownership Plan vs every filed plan by assets

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

$18,503,938 Top 24% higher than 76% 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

Trust Company of Vermont Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trust Company of Vermont Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 030362172 · Trust Company of Vermont PY 2022 · ESOP

Trust Company of Vermont Employee Stock Ownership Plan · $19M · 39 · 76th

  • PCT $19M
  • EIN 39
  • RANK 76th
  • PHOTO ESOP
  • IND near Crown Enterprises, Inc. Employee Stock Ownership Plan
  • EOY ind #5765

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 What is an ESOP? → · Plans in Vermont →

Trust Company of Vermont Employee Stock Ownership Plan in the asset neighbourhood

Tri Dal Employee Stock Ownership PlanTri Dal Employee Stock Owner…$19MTrust Company of Vermont Employee Stock Ownership PlanTrust Company of Vermont Emp…$19MCrown Enterprises, Inc. Employee Stock Ownership PlanCrown Enterprises, Inc. Empl…$18MUnicast Company Employee Stock Ownership PlanUnicast Company Employee Sto…$18MOlsson Roofing Company, Inc. Employee Stock Ownership PlanOlsson Roofing Company, Inc.…$18M
End-of-year total assets ($M) among Trust Company of Vermont Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN030362172
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trust Company of Vermont)

Sponsor-wide plan assets over time

All Trust Company of Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.083774275508272% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.5M $21.7M ▲ +17.1%
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 Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Trust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 17.15904 · Participants: 115Hallam Associates, Inc. Employee Stock Ownership Plan and Trust
Trust Company of Vermont Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Trust Company of Vermont Employee Stock Ownership Plan side-by-side with 3 peers →

Trust Company of Vermont Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($18M); by covered participants it is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Trust Company of Vermont Employee Stock Ownership Plan assets move in 2022? ▼
Trust Company of Vermont Employee Stock Ownership Plan pulled back noticeably - down 13.9% during 2022, from $21M to $19M. Reported net income was -$3M.
How have Trust Company of Vermont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trust Company of Vermont's sponsor-wide assets grew 17.1%, from $19M to $22M.
Where does Trust Company of Vermont Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Trust Company of Vermont Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Trust Company of Vermont Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crown Enterprises, Inc. Employee Stock Ownership Plan in MT ($18M, 99 participants).
Which ESOP plans cover a similar participant headcount to Trust Company of Vermont Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in ID (39 participants, $3M 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 030362172.

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.