Other · DOL Form 5500 · 2022

Norwich University Retirement Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
929
Participants Near avg headcount
95th
Percentile by assets National rank
$166,170
Avg per participant Above avg balance/head
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Official DOL plan name: Norwich University Defined Contribution Retirement Plan · Sponsored by Norwich University · Vermont · Educational Services

$154M in assets, 929 participants

Norwich University's Norwich University Defined Contribution Retirement Plan reported $154M in total assets and 929 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,655 in Educational Services (4,024 peers)

Coverage in Vermont

Norwich University Defined Contribution Retirement Plan covers 929 participants in Vermont, 3.8x the typical Vermont plan (state average ~245 per filing). Assets: $154M.

#3,655
in Educational Services (4,024 peers)
-14.2%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norwich University Defined Contribution Retirement Plan's outsized position by total assets

Norwich University Defined Contribution Retirement Plan vs every filed plan by assets

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

$154,371,749 Top 5% higher than 95% 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

Norwich University Defined Contribution Retirement 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. Norwich University Defined Contribution Retirement Plan sits mid-pack in the medium band (929 participants).

EBSA filing schedule strip

Filing strip 030179424 · Norwich University PY 2022 · Other

Norwich University Defined Contribution Retirement Plan · $154M · 929 · 95th

  • NET $154M
  • NET 929
  • NET 95th
  • NET Other
  • NET near Davenport University Retirement Plan
  • NET ind #3655

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 Educational Services retirement plans → · Plans in Vermont →

Norwich University Defined Contribution Retirement Plan in the asset neighbourhood

Tallahassee Memorial Healthcare 401(a) Retirement Savings PlanTallahassee Memorial Healthc…$155MNorwich University Defined Contribution Retirement PlanNorwich University Defined C…$154MDavenport University Retirement PlanDavenport University Retirem…$154MNiagara University Defined Contribution PlanNiagara University Defined C…$154MGenesis Healthcare System Tda Thrift PlanGenesis Healthcare System Td…$154M
End-of-year total assets ($M) among Norwich University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$154M
Net Income-$25M
Employer EIN030179424
Plan Effective Date1940-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norwich University)

Sponsor-wide plan assets over time

All Norwich University plans reported in each filing year

Latest sponsor-wide plan assets
$176M 13.849530849067468% vs 2022
2024 filing year
$150M$160M$170M$180M 202220232024 $154M $176M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 929 $154M
2023 1 1,126 $170M
2024 1 1,061 $176M

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Norwich University Defined Contribution Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Norwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings PlanNorth Country Health System, Inc. Contributory Tax Sheltered Retirement Plan, Total assets ($M): 57.207644 · Participants: 589North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan
Norwich University Defined Contribution Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Norwich University Defined Contribution Retirement Plan side-by-side with 3 peers →

Norwich University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Davenport University Retirement Plan in MI ($154M); by covered participants it is Hope Hospice and Community Services, Inc. 403(b) Plan in FL (929 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (929 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 Norwich University Defined Contribution Retirement Plan assets move in 2022? ▼
Norwich University Defined Contribution Retirement Plan pulled back noticeably - down 14.2% during 2022, from $180M to $154M. Reported net income was -$25M.
How have Norwich University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Norwich University's sponsor-wide assets grew 13.8%, from $154M to $176M.
Where does Norwich University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Norwich University Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Norwich University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Davenport University Retirement Plan in MI ($154M, 1,214 participants).
Which Other plans cover a similar participant headcount to Norwich University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hope Hospice and Community Services, Inc. 403(b) Plan in FL (929 participants, $25M 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 030179424.

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.