Defined Benefit (Pension) · DOL Form 5500 · 2022
Vermont Mutual Insurance Company Pension Plan
Data updated 2026-08-11
- $57M
- Total assets
- 83
- Participants
- 89th
- Percentile by assets
- $689,035
- Avg per participant
Official DOL plan name: Vermont Mutual Insurance Company Employees' Pension Plan · Sponsored by Vermont Mutual Insurance Company · Vermont · Finance & Insurance
$57M in assets, 83 participants
Vermont Mutual Insurance Company's Vermont Mutual Insurance Company Employees' Pension Plan reported $57M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #7,634 in Finance & Insurance (9,261 peers)
Where Vermont Mutual Insurance Company Employees' Pension Plan sits by assets
Vermont Mutual Insurance Company Employees' Pension Plan sits in the top quartile of all filed plans by assets, $57M for 83 participants (~$689,035/participant), down 27.0% in 2022.
- $57M
- total plan assets (2022 EOY)
- 83
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $689,035
- avg assets per participant
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vermont Mutual Insurance Company Employees' Pension Plan vs the 2022 asset distribution
By assets, Vermont Mutual Insurance Company Employees' Pension Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$21M |
| Employer EIN | 030164650 |
| Plan Effective Date | 1951-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vermont Mutual Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 399 | $114M |
| 2023 | 2 | 396 | $128M |
| 2024 | 2 | 386 | $134M |
Nearby Defined Benefit (Pension) Plans in Vermont
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Vermont Mutual Insurance Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
- National Life Group Pension Plan for Employees $310M · 856
- Employees' Retirement Plan of Green Mountain Power Corporation $137M · 284
- Central Vermont Medical Center Employees Pension Plan $125M · 403
- The Rutland Hospital, Inc. Ret. Income Plan $101M · 240
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont $61M · 354
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Vermont Mutual Insurance Company Employees' Pension Plan by total assets, not by location.
- Pension Fund of Local 11, Iatse (MA) $57M · 311
- Major League Baseball Pension Plan for Non-Uniformed Personnel (FL) $57M · 215
- The Retirement Plan of Apple Bank for Savings (NY) $57M · 203
- Rsm US LLP Market Based Cash Balance Plan (IA) $57M · 945
Frequently Asked Questions
How did Vermont Mutual Insurance Company Employees' Pension Plan assets move in 2022? ▼
How have Vermont Mutual Insurance Company plan assets changed over time? ▼
Where does Vermont Mutual Insurance Company Employees' Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Vermont Mutual Insurance Company Employe…
Scale reading
Ways to act on Vermont Mutual Insurance Company Employees' Pension Plan's numbers.
- By total assets, Vermont Mutual Insurance Company Employees' Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Vermont. Compare plans
- Vermont Mutual Insurance Company's sponsor-wide assets have grown 17.5% since 2022 across 3 plan years on file. More Finance & Insurance plans