Other · DOL Form 5500 · 2022
Southwestern Vermont Health Care Retirement Plan
Data updated 2026-08-11
- $61M
- Total assets
- 1,227
- Participants
- 90th
- Percentile by assets
- $49,457
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $61M
- total plan assets (2022 EOY)
- 1,227
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $49,457
- avg assets per participant
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.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Southwestern Vermont Health Care 403(b) Retirement Savings Plan reports 1,227 participants - 5.0x that state average ($61M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$9M |
| Employer EIN | 030179435 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Vermont Health Care)
| 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
- 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
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan $57M · 589
Similar-Sized Other Plans Nationally
Other plans in other states closest to Southwestern Vermont Health Care 403(b) Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Southwestern Vermont Health Care 403(b) Retirement Savings Plan assets move in 2022? ▼
How have Southwestern Vermont Health Care plan assets changed over time? ▼
Where does Southwestern Vermont Health Care 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Southwestern Vermont Health Care 403(b) Retirement Savings Plan? ▼
Next read for Southwestern Vermont Health Care 403(b) …
Filing takeaways
Ways to act on Southwestern Vermont Health Care 403(b) Retirement Savings Plan's numbers.
- By total assets, Southwestern Vermont Health Care 403(b) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- Southwestern Vermont Health Care's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans