Defined Benefit (Pension) · DOL Form 5500 · 2022
Vermont Mutual Insurance Company Pension Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 83
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $689,035
- Avg per participant High balance/head
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.
- #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.
- #7,634
- in Finance & Insurance (9,261 peers)
- -27.0%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
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's outsized position by total assets
Vermont Mutual Insurance Company Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,189,865 Top 11% higher than 89% 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
Vermont Mutual Insurance Company Employees' Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vermont Mutual Insurance Company Employees' Pension Plan is a small filing (83 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 030164650 · Vermont Mutual Insurance Company PY 2022 · Defined Benefit (Pension)
Vermont Mutual Insurance Company Employees' Pension Plan · $57M · 83 · 89th
- EIN $57M
- EIN 83
- EIN 89th
- EIN Defined Benefit (Pension)
- EIN near Pension Fund of Local 11, Iatse
- EIN ind #7634
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 Finance & Insurance retirement plans → · Plans in Vermont →
Vermont Mutual Insurance Company Employees' Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Vermont Mutual Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 17.47906523121508% vs 2022
- 2024 filing year
| 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.
- 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
Vermont Mutual Insurance Company Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Vermont, the nearest Defined Benefit (Pension) by assets is Pension Fund of Local 11, Iatse in MA ($57M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 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.