401(k) · DOL Form 5500 · 2022

Blue Cross and Blue Shield of Vermont 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
412
Participants Below avg headcount
90th
Percentile by assets National rank
$164,425
Avg per participant Above avg balance/head
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Official DOL plan name: Bcbs of Vermont 401(k) Retirement Program · Sponsored by Blue Cross and Blue Shield of Vermont · Vermont · Finance & Insurance

$68M in assets, 412 participants

Blue Cross and Blue Shield of Vermont's Bcbs of Vermont 401(k) Retirement Program reported $68M in total assets and 412 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.

  • #7,820 in Finance & Insurance (9,261 peers)

Where Bcbs of Vermont 401(k) Retirement Program sits by assets

Bcbs of Vermont 401(k) Retirement Program sits in the top 10% of all filed plans by assets, $68M for 412 participants (~$164,425/participant), down 19.9% in 2022.

#7,820
in Finance & Insurance (9,261 peers)
-19.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bcbs of Vermont 401(k) Retirement Program's outsized position by total assets

Bcbs of Vermont 401(k) Retirement Program vs every filed plan by assets

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

$67,743,109 Top 10% higher than 90% 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

Bcbs of Vermont 401(k) Retirement Program 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. Bcbs of Vermont 401(k) Retirement Program sits mid-pack in the medium band (412 participants).

DOL schedule card

Filing strip 030277307 · Blue Cross and Blue Shield of Vermont PY 2022 · 401(k)

Bcbs of Vermont 401(k) Retirement Program · $68M · 412 · 90th

  • PART $68M
  • PART 412
  • PART 90th
  • PART 401(k)
  • PART near Sonifi Solutions, Inc. 401(k) Plan
  • PART ind #7820

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 →

Bcbs of Vermont 401(k) Retirement Program in the asset neighbourhood

Bcbs of Vermont 401(k) Retirement ProgramBcbs of Vermont 401(k) Retir…$68MSonifi Solutions, Inc. 401(k) PlanSonifi Solutions, Inc. 401(k…$68MMcgrath North Mullin & Kratz, PC Llo Profit Sharing / 401(k) PlanMcgrath North Mullin & Kratz…$68MJewelers Mutual Insurance Company Savings PlusJewelers Mutual Insurance Co…$68MCsc Generation Holdings, Inc. 401(k) PlanCsc Generation Holdings, Inc…$68M
End-of-year total assets ($M) among Bcbs of Vermont 401(k) Retirement Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$68M
Net Income-$17M
Employer EIN030277307
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Vermont)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$157M 21.672766665077013% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $157M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 766 $129M
2023 2 717 $146M
2024 2 740 $157M

Nearby 401(k) Plans in Vermont

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

Bcbs of Vermont 401(k) Retirement Program vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Bcbs of Vermont 401(k) Retirement Program, Total assets ($B): 0.067743109 · Participants: 412Bcbs of Vermont 401(k) Retirement ProgramThe 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
Bcbs of Vermont 401(k) Retirement Program vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Bcbs of Vermont 401(k) Retirement Program side-by-side with 3 peers →

Bcbs of Vermont 401(k) Retirement Program's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Sonifi Solutions, Inc. 401(k) Plan in SD ($68M); by covered participants it is U.S. Imaging Partners 401(k) Profit Sharing Plan in NC (412 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (412 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 Bcbs of Vermont 401(k) Retirement Program assets move in 2022? ▼
Bcbs of Vermont 401(k) Retirement Program declined sharply - down 19.9% during 2022, from $85M to $68M. Reported net income was -$17M.
How have Blue Cross and Blue Shield of Vermont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Vermont's sponsor-wide assets grew 21.7%, from $129M to $157M.
Where does Bcbs of Vermont 401(k) Retirement Program rank by assets among Form 5500 filers? ▼
Bcbs of Vermont 401(k) Retirement Program ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bcbs of Vermont 401(k) Retirement Program? ▼
Among 401(k) plans in other states, the closest by assets is Sonifi Solutions, Inc. 401(k) Plan in SD ($68M, 559 participants).
Which 401(k) plans cover a similar participant headcount to Bcbs of Vermont 401(k) Retirement Program? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Imaging Partners 401(k) Profit Sharing Plan in NC (412 participants, $131M 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 030277307.

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.