401(k) · DOL Form 5500 · 2022

Vermont Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
113
Participants Small participant base
57th
Percentile by assets National rank
$59,120
Avg per participant Low balance/head
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Official DOL plan name: Vermont Mechanical, Inc. 401(k) Plan and Trust · Sponsored by Vermont Mechanical, Inc. · Vermont · Construction

$7M in assets, 113 participants

Vermont Mechanical, Inc.'s Vermont Mechanical, Inc. 401(k) Plan and Trust reported $7M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,579 in Construction (9,927 peers)

Coverage in Vermont

Vermont Mechanical, Inc. 401(k) Plan and Trust covers 113 participants in Vermont, about 46% of the average Vermont filer (state average ~245 per filing). Assets: $7M.

#5,579
in Construction (9,927 peers)
-18.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vermont Mechanical, Inc. 401(k) Plan and Trust's mid-pack asset rank among Construction and all filers

Vermont Mechanical, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$6,680,608 Top 43% higher than 57% 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

Vermont Mechanical, Inc. 401(k) Plan and Trust 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. Vermont Mechanical, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (113 participants).

Form 5500 schedule snapshot

Filing strip 030313242 · Vermont Mechanical, Inc. PY 2022 · 401(k)

Vermont Mechanical, Inc. 401(k) Plan and Trust · $7M · 113 · 57th

  • NET $7M
  • BOOK 113
  • VS-ST 57th
  • BOY 401(k)
  • SCH near International Commerce & Marketing Corp. 401(k) Plan
  • EBSA ind #5579

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 Construction retirement plans → · Plans in Vermont →

Vermont Mechanical, Inc. 401(k) Plan and Trust in the asset neighbourhood

Vermont Mechanical, Inc. 401(k) Plan and TrustVermont Mechanical, Inc. 401…$7MInternational Commerce & Marketing Corp. 401(k) PlanInternational Commerce & Mar…$7MSt. Louis Metro Electric Supply Inc. Employees' Savings and Profit Sharing Plan and TrustSt. Louis Metro Electric Sup…$7MPor 401(k) Plan$7MAce Clearwater Enterprises 401(k) Profit Sharing PlanAce Clearwater Enterprises 4…$7M
End-of-year total assets ($M) among Vermont Mechanical, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN030313242
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Mechanical, Inc.)

Sponsor-wide plan assets over time

All Vermont Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.85555147076434% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.68M $9.21M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 110 $8M
2024 1 102 $9M

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vermont Mechanical, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Vermont Mechanical, Inc. 401(k) Plan and Trust, Total assets ($B): 0.006680608 · Participants: 113Vermont Mechanical, Inc. 401(k) Plan and TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Vermont Mechanical, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Mechanical, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Vermont Mechanical, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is International Commerce & Marketing Corp. 401(k) Plan in WI ($7M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Vermont Mechanical, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Vermont Mechanical, Inc. 401(k) Plan and Trust declined sharply - down 18.3% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Vermont Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Mechanical, Inc.'s sponsor-wide assets grew 37.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Vermont Mechanical, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is International Commerce & Marketing Corp. 401(k) Plan in WI ($7M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Mechanical, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants, N/A 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 030313242.

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.