Other · DOL Form 5500 · 2022

President & Fellows of Middlebury College Retirement Plan

Data updated 2026-08-11

$269M
Total assets
1,039
Participants
97th
Percentile by assets
$259,313
Avg per participant
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Official DOL plan name: Middlebury College Voluntary Retirement Plan · Sponsored by President & Fellows of Middlebury College · Vermont · Educational Services

$269M in assets, 1,039 participants

President & Fellows of Middlebury College's Middlebury College Voluntary Retirement Plan reported $269M in total assets and 1,039 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #3,799 in Educational Services (4,024 peers)

Coverage in Vermont

Middlebury College Voluntary Retirement Plan covers 1,039 participants in Vermont, 4.2x the typical Vermont plan (state average ~245 per filing). Assets: $269M.

$269M
total plan assets (2022 EOY)
1,039
covered participants
97th
percentile by assets (of 139,126 plans)
$259,313
avg assets per participant

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Participants vs Vermont filers

In Vermont, the average filing covers about 245 participants across 327 plans. Middlebury College Voluntary Retirement Plan reports 1,039 participants - 4.2x that state average ($269M EOY assets).

Vermont filing particulars

Total Assets (Beginning of Year)$313M
Net Assets (End of Year)$269M
Net Income-$43M
Employer EIN030179298
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (President & Fellows of Middlebury College)

$700M$750M$800M$850M$900M$950M 202220232024 $725M $885M ▲ +22.2%
Total plan assets by year, all President & Fellows of Middlebury College plans on file
Year Plans Participants Total Assets
2022 2 2,697 $725M
2023 2 2,765 $810M
2024 2 2,528 $885M

Nearby Other Plans in Vermont

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

Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Middlebury College V…Rutland Regional Hea…Norwich University D…World Learning, Inc.…Southwestern Vermont…North Country Health…
Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Middlebury College Voluntary Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Middlebury College Voluntary Retirement Plan assets move in 2022?
Middlebury College Voluntary Retirement Plan pulled back noticeably - down 13.8% during 2022, from $313M to $269M. Reported net income was -$43M.
How have President & Fellows of Middlebury College plan assets changed over time?
Across 3 plan years on file (2022-2024), President & Fellows of Middlebury College's sponsor-wide assets grew 22.2%, from $725M to $885M.
Where does Middlebury College Voluntary Retirement Plan rank by assets among Form 5500 filers?
Middlebury College Voluntary Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Middlebury College Voluntary Retirement Plan?
Among Other plans in other states, the closest by assets is Punahou School Defined Contribution Retirement Plan in HI ($269M, 934 participants).

Next read for Middlebury College Voluntary Retirement …

Filing takeaways

Ways to act on Middlebury College Voluntary Retirement Plan's numbers.