Other · DOL Form 5500 · 2022

President & Fellows of Middlebury College Retirement Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
1,039
Participants Near avg headcount
97th
Percentile by assets National rank
$259,313
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,799
in Educational Services (4,024 peers)
-13.8%
assets change YoY
2.7×
vs typical plan assets (national mean)

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.

Middlebury College Voluntary Retirement Plan's outsized position by total assets

Middlebury College Voluntary Retirement Plan vs every filed plan by assets

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

$269,425,824 Top 3% higher than 97% 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

Middlebury College Voluntary Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlebury College Voluntary Retirement Plan lands in the large band (1,039 participants).

DOL schedule card

Filing strip 030179298 · President & Fellows of Middlebury College PY 2022 · Other

Middlebury College Voluntary Retirement Plan · $269M · 1,039 · 97th

  • BOOK $269M
  • BOOK 1,039
  • BOOK 97th
  • BOOK Other
  • BOOK near Punahou School Defined Contribution Retirement Plan
  • BOOK ind #3799

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 Educational Services retirement plans → · Plans in Vermont →

Middlebury College Voluntary Retirement Plan in the asset neighbourhood

United Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.…$270MMiddlebury College Voluntary Retirement PlanMiddlebury College Voluntary…$269MPunahou School Defined Contribution Retirement PlanPunahou School Defined Contr…$269MAzusa Pacific University Defined Contribution PlanAzusa Pacific University Def…$268MRetirement Plan of Saratoga HospitalRetirement Plan of Saratoga …$268M
End-of-year total assets ($M) among Middlebury College Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All President & Fellows of Middlebury College plans reported in each filing year

Latest sponsor-wide plan assets
$885M 22.154045008158082% vs 2022
2024 filing year
$700M$750M$800M$850M$900M$950M 202220232024 $725M $885M ▲ +22.2%
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 Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Middlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings PlanNorth Country Health System, Inc. Contributory Tax Sheltered Retirement Plan, Total assets ($M): 57.207644 · Participants: 589North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan
Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Middlebury College Voluntary Retirement Plan side-by-side with 3 peers →

Middlebury College Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Punahou School Defined Contribution Retirement Plan in HI ($269M); by covered participants it is Public Health Institute 403(b) Retirement Plan in CA (1,040 participants). Same-state nearby plans are listed separately above.

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 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).
Which Other plans cover a similar participant headcount to Middlebury College Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Public Health Institute 403(b) Retirement Plan in CA (1,040 participants, $205M 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 030179298.

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.