Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The Rutland Hospital, Inc. Ret. Income Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Rutland Hospital Inc. ยท Vermont ยท Healthcare & Social Assistance

What the 2023 filing shows

The Rutland Hospital, Inc. Ret. Income Plan holds $101M for 240 participants - about $420,422 per participant, down 25.3% over the 2022 plan year.

$101M
total plan assets (2022 EOY)
240
covered participants
$420,422
avg assets per participant
-25.3%
assets change YoY

The plan reported a net loss of $34M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$101M
Participants
240
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Rutland Hospital, Inc. Ret. Income Plan

The Rutland Hospital, Inc. Ret. Income Plan is a Defined Benefit (Pension) retirement plan sponsored by The Rutland Hospital Inc., headquartered in Vermont. As of the 2022 Form 5500 filing, the plan reports $101M in total end-of-year assets and covers 240 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 030183483, and the plan has been effective since 1962-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $135M at the beginning of 2022 to $101M at year-end โ€” a decline of 25.3%. Net assets (after liabilities) closed the year at $101M, with reported net income of $-34,243,663 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$135M
Total Assets (End of Year)$101M
Net Assets (End of Year)$101M
Net Income$-34,243,663
Plan TypeDefined Benefit (Pension)
Employer EIN030183483
Plan Effective Date1962-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rutland Hospital Inc.)

Year Plans Participants Total Assets
2022 2 1,994 $324M
2023 2 2,002 $265M
2024 1 1,695 $289M

Nearby Defined Benefit (Pension) Plans in Vermont

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Frequently Asked Questions

How much money is in the The Rutland Hospital, Inc. Ret. Income Plan?
As of the 2022 Form 5500 filing, The Rutland Hospital, Inc. Ret. Income Plan holds $101M in total assets with 240 participants. It is sponsored by The Rutland Hospital Inc..
What type of plan is The Rutland Hospital, Inc. Ret. Income Plan?
The Rutland Hospital, Inc. Ret. Income Plan is a Defined Benefit (Pension) plan. It has been effective since 1962-11-01. The plan is filed with the U.S. Department of Labor under EIN 030183483.
Who sponsors the The Rutland Hospital, Inc. Ret. Income Plan?
The Rutland Hospital, Inc. Ret. Income Plan is sponsored by The Rutland Hospital Inc., located in Vermont. The sponsor's EIN is 030183483 and the plan operates in the Healthcare & Social Assistance industry.
How did The Rutland Hospital, Inc. Ret. Income Plan perform in 2022?
The Rutland Hospital, Inc. Ret. Income Plan declined by 25.3% during 2022, moving from $135M to $101M in total assets. Net income was $-34,243,663.
Where can I find official filings for The Rutland Hospital, Inc. Ret. Income Plan?
Official Form 5500 filings for The Rutland Hospital, Inc. Ret. Income Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030183483 or plan name at efast.dol.gov.
How does The Rutland Hospital, Inc. Ret. Income Plan compare to other plans?
You can compare The Rutland Hospital, Inc. Ret. Income Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 030183483.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.