Other · DOL Form 5500 · 2022

Southwestern Vermont Health Care Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,227
Participants Near avg headcount
90th
Percentile by assets National rank
$49,457
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwestern Vermont Health Care 403(b) Retirement Savings Plan · Sponsored by Southwestern Vermont Health Care · Vermont · Healthcare & Social Assistance

$61M in assets, 1,227 participants

Southwestern Vermont Health Care's Southwestern Vermont Health Care 403(b) Retirement Savings Plan reported $61M in total assets and 1,227 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,269 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

Southwestern Vermont Health Care 403(b) Retirement Savings Plan covers 1,227 participants in Vermont, 5.0x the typical Vermont plan (state average ~245 per filing). Assets: $61M.

#18,269
in Healthcare & Social Assistance (20,060 peers)
-12.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwestern Vermont Health Care 403(b) Retirement Savings Plan's outsized position by total assets

Southwestern Vermont Health Care 403(b) Retirement Savings Plan vs every filed plan by assets

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

$60,683,749 Top 10% higher than 90% 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

Southwestern Vermont Health Care 403(b) Retirement Savings 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. Southwestern Vermont Health Care 403(b) Retirement Savings Plan lands in the large band (1,227 participants).

Form 5500 schedule snapshot

Filing strip 030179435 · Southwestern Vermont Health Care PY 2022 · Other

Southwestern Vermont Health Care 403(b) Retirement Savings Plan · $61M · 1,227 · 90th

  • RANK $61M
  • RANK 1,227
  • RANK 90th
  • RANK Other
  • RANK near Institute for Systems Biology Defined Contribution Retirement Plan
  • RANK ind #18269

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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →

Southwestern Vermont Health Care 403(b) Retirement Savings Plan in the asset neighbourhood

Friends Central School Defined Contribution Retirement PlanFriends Central School Defin…$61MInstitute for Systems Biology Defined Contribution Retirement PlanInstitute for Systems Biolog…$61MSouthwestern Vermont Health Care 403(b) Retirement Savings PlanSouthwestern Vermont Health …$61MThe Buckley School Defined Contribution PlanThe Buckley School Defined C…$61MMarch of Dimes, Inc. 403(b) PlanMarch of Dimes, Inc. 403(b) …$61M
End-of-year total assets ($M) among Southwestern Vermont Health Care 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$61M
Net Income-$9M
Employer EIN030179435
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwestern Vermont Health Care)

Sponsor-wide plan assets over time

All Southwestern Vermont Health Care plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.072207451202146% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.7M $80.2M ▲ +32.1%
Year Plans Participants Total Assets
2022 2 1,246 $61M
2023 1 1,235 $71M
2024 1 1,200 $80M

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Southwestern Vermont Health Care 403(b) Retirement Savings Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Southwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanNorth Country Health System, Inc. Contributory Tax Sheltered Retirement Plan, Total assets ($M): 57.207644 · Participants: 589North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan
Southwestern Vermont Health Care 403(b) Retirement Savings Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Southwestern Vermont Health Care 403(b) Retirement Savings Plan side-by-side with 3 peers →

Southwestern Vermont Health Care 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Institute for Systems Biology Defined Contribution Retirement Plan in WA ($61M); by covered participants it is Ucp Matched Savings Plan in FL (1,225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,227 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 Southwestern Vermont Health Care 403(b) Retirement Savings Plan assets move in 2022? ▼
Southwestern Vermont Health Care 403(b) Retirement Savings Plan pulled back noticeably - down 12.3% during 2022, from $69M to $61M. Reported net income was -$9M.
How have Southwestern Vermont Health Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwestern Vermont Health Care's sponsor-wide assets grew 32.1%, from $61M to $80M.
Where does Southwestern Vermont Health Care 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Southwestern Vermont Health Care 403(b) Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Southwestern Vermont Health Care 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Institute for Systems Biology Defined Contribution Retirement Plan in WA ($61M, 215 participants).
Which Other plans cover a similar participant headcount to Southwestern Vermont Health Care 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Ucp Matched Savings Plan in FL (1,225 participants, $17M 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 030179435.

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.