Money Purchase · DOL Form 5500 · 2022
President & Fellows of Middlebury College Money Purchase Plan
Data updated 2026-08-06
- $455M
- Total assets
- 1,658
- Participants
- 98th
- Percentile by assets
- $274,647
- Avg per participant
Official DOL plan name: Middlebury College Core Retirement Plan · Sponsored by President & Fellows of Middlebury College · Vermont · Educational Services
$455M in assets, 1,658 participants
President & Fellows of Middlebury College's Middlebury College Core Retirement Plan reported $455M in total assets and 1,658 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #3,888 in Educational Services (4,025 peers)
Coverage in Vermont
Middlebury College Core Retirement Plan covers 1,658 participants in Vermont, 6.6x the typical Vermont plan (state average ~250 per filing). Assets: $455M.
- $455M
- total plan assets (2022 EOY)
- 1,658
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $274,647
- avg assets per participant
The plan reported a net loss of $69M 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 250 participants across 306 plans. Middlebury College Core Retirement Plan reports 1,658 participants - 6.6x that state average ($455M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $524M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | -$69M |
| Employer EIN | 030179298 |
| Plan Effective Date | 1985-07-01 |
| 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 Money Purchase Plans in Vermont
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Middlebury College Core Retirement Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
- I.B.E.W. Local 300 - Unit 1 Pension Plan $33M · 188
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust $26M · 431
- Northwestern Medical Center, Inc. Money Purchase Pension Plan $20M · 575
- Ouellette Plumbing & Heating Money Accumulation Plan $170K · 2
- Arthur C. Knippler, Dmd Money Purchase Plan N/A · 4
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Middlebury College Core Retirement Plan by total assets, not by location.
- Brewery Conference/Anheuser-Busch Defined Contribution Plan (MO) $458M · 2,445
- Nfl Pension Plan (NY) $461M · 1,489
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) $445M · 2,827
- Southern California Sheet Metal Workers' 401(a) Plan (CA) $444M · 4,288
Frequently Asked Questions
How did Middlebury College Core Retirement Plan assets move in 2022? ▼
How have President & Fellows of Middlebury College plan assets changed over time? ▼
Where does Middlebury College Core Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Middlebury College Core Retirement Plan? ▼
Next read for Middlebury College Core Retirement Plan
Filing takeaways
Ways to act on Middlebury College Core Retirement Plan's numbers.
- By total assets, Middlebury College Core 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 Money Purchase 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