401(k) · DOL Form 5500 · 2022

Vermont State Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
197
Participants Below avg headcount
80th
Percentile by assets National rank
$118,857
Avg per participant Near avg balance/head
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Official DOL plan name: Vermont State Employees Credit Union Capital Accumulation Plan · Sponsored by Vermont State Employees Credit Union · Vermont · Finance & Insurance

$23M in assets, 197 participants

Vermont State Employees Credit Union's Vermont State Employees Credit Union Capital Accumulation Plan reported $23M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,215 in Finance & Insurance (9,261 peers)

Where Vermont State Employees Credit Union Capital Accumulation Plan sits by assets

Vermont State Employees Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $23M for 197 participants (~$118,857/participant), down 11.0% in 2022.

#6,215
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vermont State Employees Credit Union Capital Accumulation Plan's outsized position by total assets

Vermont State Employees Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$23,414,906 Top 20% higher than 80% 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

Vermont State Employees Credit Union Capital Accumulation Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vermont State Employees Credit Union Capital Accumulation Plan sits mid-pack in the medium band (197 participants).

EBSA filing schedule strip

Filing strip 030184985 · Vermont State Employees Credit Union PY 2022 · 401(k)

Vermont State Employees Credit Union Capital Accumulation Plan · $23M · 197 · 80th

  • VS-ST $23M
  • VS-ST 197
  • VS-ST 80th
  • VS-ST 401(k)
  • VS-ST near Bayley Construction Profit Sharing and 401(k) Plan
  • VS-ST ind #6215

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 State Employees Credit Union Capital Accumulation Plan in the asset neighbourhood

Mullinax Ford Employees 401(k) Retirement PlanMullinax Ford Employees 401(…$23MBerkel & Company Contractors, Inc. Deferred Wage Retirement TrustBerkel & Company Contractors…$23MH.J. Russell & Co. Employees' Retirement & Savings PlanH.J. Russell & Co. Employees…$23MVermont State Employees Credit Union Capital Accumulation PlanVermont State Employees Cred…$23MBayley Construction Profit Sharing and 401(k) PlanBayley Construction Profit S…$23M
End-of-year total assets ($M) among Vermont State Employees Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN030184985
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont State Employees Credit Union)

Sponsor-wide plan assets over time

All Vermont State Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $23.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 197 $23M
2023 1 199 N/A

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vermont State Employees Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Vermont State Employees Credit Union Capital Accumulation Plan, Total assets ($B): 0.023414906 · Participants: 197Vermont State Employees Credit Union Capital Accumulation PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Vermont State Employees Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont State Employees Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Vermont State Employees Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Bayley Construction Profit Sharing and 401(k) Plan in WA ($23M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Vermont State Employees Credit Union Capital Accumulation Plan assets move in 2022? ▼
Vermont State Employees Credit Union Capital Accumulation Plan pulled back noticeably - down 11.0% during 2022, from $26M to $23M. Reported net income was -$3M.
Where does Vermont State Employees Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Vermont State Employees Credit Union Capital Accumulation Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Vermont State Employees Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bayley Construction Profit Sharing and 401(k) Plan in WA ($23M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Vermont State Employees Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 030184985.

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.