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
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.
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 EIN | 030179298 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President & Fellows of Middlebury College)
| 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
- 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
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan $57M · 589
Similar-Sized Other Plans Nationally
Other plans in other states closest to Middlebury College Voluntary Retirement Plan by total assets, not by location.
- Punahou School Defined Contribution Retirement Plan (HI) $269M · 934
- United Health Services, Inc. 403(b) Retirement Plan (NY) $270M · 6,214
- Azusa Pacific University Defined Contribution Plan (CA) $268M · 2,454
- Retirement Plan of Saratoga Hospital (NY) $268M · 3,074
Frequently Asked Questions
How did Middlebury College Voluntary Retirement Plan assets move in 2022? ▼
How have President & Fellows of Middlebury College plan assets changed over time? ▼
Where does Middlebury College Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Middlebury College Voluntary Retirement Plan? ▼
Next read for Middlebury College Voluntary Retirement …
Filing takeaways
Ways to act on Middlebury College Voluntary Retirement Plan's numbers.
- By total assets, Middlebury College Voluntary Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- President & Fellows of Middlebury College's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans