Other · DOL Form 5500 · 2022
Trustees of the St. Johnsbury Academy Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 231
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $135,462
- Avg per participant Near avg balance/head
Official DOL plan name: St. Johnsbury Academy 403(b) Retirement Plan · Sponsored by Trustees of the St. Johnsbury Academy · Vermont · Educational Services
$31M in assets, 231 participants
Trustees of the St. Johnsbury Academy's St. Johnsbury Academy 403(b) Retirement Plan reported $31M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,797 in Educational Services (4,024 peers)
Where St. Johnsbury Academy 403(b) Retirement Plan sits by assets
St. Johnsbury Academy 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 231 participants (~$135,462/participant), down 10.2% in 2022.
- #2,797
- in Educational Services (4,024 peers)
- -10.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Johnsbury Academy 403(b) Retirement Plan's outsized position by total assets
St. Johnsbury Academy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,291,733 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
St. Johnsbury Academy 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Johnsbury Academy 403(b) Retirement Plan sits mid-pack in the medium band (231 participants).
Form 5500 schedule snapshot
Filing strip 030181215 · Trustees of the St. Johnsbury Academy PY 2022 · Other
St. Johnsbury Academy 403(b) Retirement Plan · $31M · 231 · 83rd
- EBSA $31M
- EBSA 231
- EBSA 83rd
- EBSA Other
- EBSA near Urban School of San Francisco Defined Contribution Retirement Plan
- EBSA ind #2797
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 →
St. Johnsbury Academy 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$4M |
| Employer EIN | 030181215 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the St. Johnsbury Academy)
Sponsor-wide plan assets over time
All Trustees of the St. Johnsbury Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 32.625061066448446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 231 | $31M |
| 2023 | 1 | 222 | $37M |
| 2024 | 1 | 229 | $42M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $269M · 1,039
- 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
St. Johnsbury Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Urban School of San Francisco Defined Contribution Retirement Plan in CA ($31M); by covered participants it is Clark Fork Valley Hospital 403(b) Plan in MT (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Clark Fork Valley Hospital 403(b) Plan (MT) 231 · 0 off
- Vesta, Inc. 403(b) Plan (MD) 231 · 0 off
- The Potomac School Tax Deferred Savings and Retirement Plan (VA) 231 · 0 off
- St. Anne Institute 403(b) Plan (NY) 231 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.