Other · DOL Form 5500 · 2022

Howard Center Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,265
Participants Near avg headcount
41st
Percentile by assets National rank
$2,395
Avg per participant Low balance/head
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Official DOL plan name: Howard Center Tax Deferred Annuity Plan · Sponsored by Howard Center · Vermont · Healthcare & Social Assistance

$3M in assets, 1,265 participants

Howard Center's Howard Center Tax Deferred Annuity Plan reported $3M in total assets and 1,265 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,868 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

Howard Center Tax Deferred Annuity Plan covers 1,265 participants in Vermont, 5.2x the typical Vermont plan (state average ~245 per filing). Assets: $3M.

#8,868
in Healthcare & Social Assistance (20,060 peers)
-27.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Howard Center Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Howard Center Tax Deferred Annuity Plan vs every filed plan by assets

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

$3,029,876 41st percentile higher than 41% 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

Howard Center Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Howard Center Tax Deferred Annuity Plan lands in the large band (1,265 participants).

DOL schedule card

Filing strip 030179433 · Howard Center PY 2022 · Other

Howard Center Tax Deferred Annuity Plan · $3M · 1,265 · 41st

  • 5500 $3M
  • ASSETS 1,265
  • PCT 41st
  • EIN Other
  • RANK near Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan
  • PHOTO ind #8868

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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →

Howard Center Tax Deferred Annuity Plan in the asset neighbourhood

Howard Center Tax Deferred Annuity PlanHoward Center Tax Deferred A…$3MNowcap of Wyoming Tax Sheltered Retirement Annuity PlanNowcap of Wyoming Tax Shelte…$3MSeattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3MOpportunities for Otsego, Inc. 403(b) PlanOpportunities for Otsego, In…$3MCampus Auxiliary Services at Suny Geneseo 403(b) Tda PlanCampus Auxiliary Services at…$3M
End-of-year total assets ($M) among Howard Center Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN030179433
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Howard Center)

Sponsor-wide plan assets over time

All Howard Center plans reported in each filing year

Latest sponsor-wide plan assets
$110M 33.50258363911397% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.6M $110M ▲ +33.5%
Year Plans Participants Total Assets
2022 3 3,802 $83M
2023 1 1,272 $98M
2024 1 1,261 $110M

Nearby Other Plans in Vermont

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

Howard Center Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300 Total assets ($M) Participants Howard Center Tax Deferred Annuity Plan, Total assets ($M): 3.029876 · Participants: 1265Howard Center Tax Deferred Annuity 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 PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($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 Plan
Howard Center Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Howard Center Tax Deferred Annuity Plan side-by-side with 3 peers →

Howard Center Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan in WY ($3M); by covered participants it is Oaklawn Tax Sheltered Annuity Plan in MI (1,265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,265 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 Howard Center Tax Deferred Annuity Plan assets move in 2022? ▼
Howard Center Tax Deferred Annuity Plan declined sharply - down 27.9% during 2022, from $4M to $3M. Reported net income was -$1M.
How have Howard Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard Center's sponsor-wide assets grew 33.5%, from $83M to $110M.
Which Other plans are similar in size to Howard Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Nowcap of Wyoming Tax Sheltered Retirement Annuity Plan in WY ($3M, 22 participants).
Which Other plans cover a similar participant headcount to Howard Center Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Oaklawn Tax Sheltered Annuity Plan in MI (1,265 participants, $67M 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 030179433.

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.