Money Purchase · DOL Form 5500 · 2022

President & Fellows of Middlebury College Money Purchase Plan

Data updated 2026-08-25

$455M
Total assets Above avg plan size
1,658
Participants Near avg headcount
98th
Percentile by assets National rank
$274,647
Avg per participant High balance/head
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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.

  • #3,887 in Educational Services (4,024 peers)

Coverage in Vermont

Middlebury College Core Retirement Plan covers 1,658 participants in Vermont, 6.8x the typical Vermont plan (state average ~245 per filing). Assets: $455M.

#3,887
in Educational Services (4,024 peers)
-13.2%
assets change YoY
4.6×
vs typical plan assets (national mean)

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.

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

Middlebury College Core Retirement Plan vs every filed plan by assets

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

$455,364,556 Top 2% higher than 98% 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 Core 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 Core Retirement Plan lands in the large band (1,658 participants).

Form 5500 schedule snapshot

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

Middlebury College Core Retirement Plan · $455M · 1,658 · 98th

  • PART $455M
  • PART 1,658
  • PART 98th
  • PART Money Purchase
  • PART near Brewery Conference/Anheuser-Busch Defined Contribution Plan
  • PART ind #3887

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 Core Retirement Plan in the asset neighbourhood

Nfl Pension Plan$461MBrewery Conference/Anheuser-Busch Defined Contribution PlanBrewery Conference/Anheuser-…$458MMiddlebury College Core Retirement PlanMiddlebury College Core Reti…$455MPainters and Allied Trades District Council No.35 Annuity FundPainters and Allied Trades D…$445MSouthern California Sheet Metal Workers' 401(a) PlanSouthern California Sheet Me…$444M
End-of-year total assets ($M) among Middlebury College Core Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$524M
Net Assets (End of Year)$455M
Net Income-$69M
Employer EIN030179298
Plan Effective Date1985-07-01
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 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 Scatter plot of 5 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Middlebury College Core Retirement Plan, Total assets ($M): 455.364556 · Participants: 1658Middlebury College Core Retirement PlanI.B.E.W. Local 300 - Unit 1 Pension Plan, Total assets ($M): 33.202483 · Participants: 188I.B.E.W. Local 300 - Unit 1 Pension PlanBrattleboro Memorial Hospital Money Purchase Pension Plan and Trust, Total assets ($M): 26.194635 · Participants: 431Brattleboro Memorial Hospital Money Purchase Pension Plan and TrustNorthwestern Medical Center, Inc. Money Purchase Pension Plan, Total assets ($M): 19.50872 · Participants: 575Northwestern Medical Center, Inc. Money Purchase Pension PlanOuellette Plumbing & Heating Money Accumulation Plan, Total assets ($M): 0.170337 · Participants: 2Ouellette Plumbing & Heating Money Accumulation Plan
Middlebury College Core Retirement Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
Compare Middlebury College Core Retirement Plan side-by-side with 3 peers →

Middlebury College Core Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Vermont, the nearest Money Purchase by assets is Brewery Conference/Anheuser-Busch Defined Contribution Plan in MO ($458M); by covered participants it is Centrastate Healthcare System Retirement Plan in NJ (1,657 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,658 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 Middlebury College Core Retirement Plan assets move in 2022? ▼
Middlebury College Core Retirement Plan pulled back noticeably - down 13.2% during 2022, from $524M to $455M. Reported net income was -$69M.
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 Core Retirement Plan rank by assets among Form 5500 filers? ▼
Middlebury College Core Retirement Plan ranks in the 98th 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 Money Purchase plans are similar in size to Middlebury College Core Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Brewery Conference/Anheuser-Busch Defined Contribution Plan in MO ($458M, 2,445 participants).
Which Money Purchase plans cover a similar participant headcount to Middlebury College Core Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Centrastate Healthcare System Retirement Plan in NJ (1,657 participants, $102M 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.