401(k) · DOL Form 5500 · 2022
Vermont Academy 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $150,582
- Avg per participant Above avg balance/head
Official DOL plan name: Vermont Academy Defined Contribution Retirement Plan · Sponsored by Vermont Academy · Vermont · Educational Services
$14M in assets, 91 participants
Vermont Academy's Vermont Academy Defined Contribution Retirement Plan reported $14M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #2,141 in Educational Services (4,024 peers)
Vermont Academy multi-year trail
Vermont Academy's plans moved +37.5% in assets from 2022 to 2024; this filing shows Vermont Academy Defined Contribution Retirement Plan at $14M / 91 participants.
- #2,141
- in Educational Services (4,024 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vermont Academy Defined Contribution Retirement Plan's outsized position by total assets
Vermont Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,703,007 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vermont Academy Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vermont Academy Defined Contribution Retirement Plan is a small filing (91 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 030179600 · Vermont Academy PY 2022 · 401(k)
Vermont Academy Defined Contribution Retirement Plan · $14M · 91 · 71st
- BOY $14M
- SCH 91
- EBSA 71st
- PART 401(k)
- TYPE near Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan
- NET ind #2141
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 →
Vermont Academy Defined Contribution Retirement Plan in the asset neighbourhood
Vermont Academy multi-year asset trail
Sponsor-wide plan assets over time
All Vermont Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 37.47635829128599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $14M |
| 2023 | 1 | 84 | $15M |
| 2024 | 1 | 135 | $19M |
Vermont Academy filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 030179600 |
| Plan Effective Date | 1978-10-01 |
| Filing Status | FILING RECEIVED |
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 $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Vermont Academy Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan in KY ($14M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Toyota Tsusho America, Inc. Enterprise Multiple Employer Plan (KY) $14M · 1,123
- Nutrition, Inc. 401(k) Plan (PA) $14M · 2,981
- Ams.Net 401(k) Plan (CA) $14M · 135
- Zero Motorcycles, Inc. 401(k) Plan (CA) $14M · 224
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- Mcalister Oil 401(k) Plan (KS) 91 · 0 off
- Tsa Consulting Group, Inc. Profit Sharing and Retirement Investment Plan (FL) 91 · 0 off
- Cornerstone 401(k) Retirement Plan (IN) 91 · 0 off
- Advicent 401(k) Plan (WI) 91 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.