401(k) · DOL Form 5500 · 2022

The University of Vermont Medical Center 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
8,856
Participants Very large workforce
99th
Percentile by assets National rank
$186,195
Avg per participant Above avg balance/head
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Official DOL plan name: The University of Vermont Medical Center 403(b) Plan · Sponsored by The University of Vermont Medical Center · Vermont · Healthcare & Social Assistance

$1.6B in assets, 8,856 participants

The University of Vermont Medical Center's The University of Vermont Medical Center 403(b) Plan reported $1.6B in total assets and 8,856 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #19,962 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

The University of Vermont Medical Center 403(b) Plan covers 8,856 participants in Vermont, 36x the typical Vermont plan (state average ~245 per filing). Assets: $1.6B.

#19,962
in Healthcare & Social Assistance (20,060 peers)
-6.8%
assets change YoY
17×
vs typical plan assets (national mean)

The plan reported a net loss of $287M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The University of Vermont Medical Center 403(b) Plan's outsized position by total assets

The University of Vermont Medical Center 403(b) Plan vs every filed plan by assets

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

$1,648,944,074 Top 1% higher than 99% 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

The University of Vermont Medical Center 403(b) 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. The University of Vermont Medical Center 403(b) Plan lands in the large band (8,856 participants).

DOL schedule card

Filing strip 030219309 · The University of Vermont Medical Center PY 2022 · 401(k)

The University of Vermont Medical Center 403(b) Plan · $1.6B · 8,856 · 99th

  • PHOTO $1.6B
  • IND 8,856
  • EOY 99th
  • 5500 401(k)
  • ASSETS near Bmw Savings Plan
  • PCT ind #19962

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 →

The University of Vermont Medical Center 403(b) Plan in the asset neighbourhood

Xpo Logistics Retirement Savings PlanXpo Logistics Retirement Sav…$1.7BLockheed Martin Corporation Performance Sharing Plan for Bargaining EmployeesLockheed Martin Corporation …$1.7BThe University of Vermont Medical Center 403(b) PlanThe University of Vermont Me…$1.6BBmw Savings Plan$1.6BPeraton Corp. Retirement Savings PlanPeraton Corp. Retirement Sav…$1.7B
End-of-year total assets ($B) among The University of Vermont Medical Center 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.6B
Net Income-$287M
Employer EIN030219309
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Vermont Medical Center)

Sponsor-wide plan assets over time

All The University of Vermont Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 34.61483206130859% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.65B $2.22B ▲ +34.5%
Year Plans Participants Total Assets
2022 1 8,856 $1.6B
2023 1 11,162 $2.0B
2024 1 12,486 $2.2B

Nearby 401(k) Plans in Vermont

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

The University of Vermont Medical Center 403(b) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 00.511.52 Total assets ($B) Participants The University of Vermont Medical Center 403(b) Plan, Total assets ($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 CompanyCasella Waste Systems 401(k) Plan, Total assets ($B): 0.101422275 · Participants: 2445Casella Waste Systems 401(k) Plan
The University of Vermont Medical Center 403(b) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

Scale composition for The University of Vermont Medical Center 403(b) Plan

The University of Vermont Medical Center 403(b) Plan reports $1.6B in end-of-year assets across 8,856 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $186,195 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2022 was -$287M.

This plan identity (EIN 030219309, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+34.6%) while covered participants moved from 8,856 to 12,486 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,856 $1.6B This page
2023 11,162 $2.0B Open filing
2024 · index core 12,486 $2.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The University of Vermont Medical Center 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Bmw Savings Plan in NJ ($1.6B); by covered participants it is Patrick Industries, Inc. 401(k) Employee Savings Plan in IN (8,854 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,856 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 The University of Vermont Medical Center 403(b) Plan assets move in 2022? ▼
The University of Vermont Medical Center 403(b) Plan pulled back noticeably - down 6.8% during 2022, from $1.8B to $1.6B. Reported net income was -$287M.
How have The University of Vermont Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Vermont Medical Center's sponsor-wide assets grew 34.6%, from $1.6B to $2.2B.
Where does The University of Vermont Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
The University of Vermont Medical Center 403(b) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The University of Vermont Medical Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bmw Savings Plan in NJ ($1.6B, 11,695 participants).
Which 401(k) plans cover a similar participant headcount to The University of Vermont Medical Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patrick Industries, Inc. 401(k) Employee Savings Plan in IN (8,854 participants, $88M in assets).