Other · DOL Form 5500 · 2022

Vermont Permanency Initiative, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
159
Participants Small participant base
39th
Percentile by assets National rank
$17,747
Avg per participant Low balance/head
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Official DOL plan name: Vermont Permanency Initiative, Inc. 403(b) Plan · Sponsored by Vermont Permanency Initiative, Inc. · Vermont · Educational Services

$3M in assets, 159 participants

Vermont Permanency Initiative, Inc.'s Vermont Permanency Initiative, Inc. 403(b) Plan reported $3M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,079 in Educational Services (4,024 peers)

Vermont Permanency Initiative, Inc. multi-year trail

Vermont Permanency Initiative, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Vermont Permanency Initiative, Inc. 403(b) Plan at $3M / 159 participants.

#1,079
in Educational Services (4,024 peers)
-18.5%
assets change YoY

The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vermont Permanency Initiative, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Vermont Permanency Initiative, Inc. 403(b) Plan vs every filed plan by assets

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

$2,821,828 39th percentile higher than 39% 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

Vermont Permanency Initiative, Inc. 403(b) 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. Vermont Permanency Initiative, Inc. 403(b) Plan sits mid-pack in the medium band (159 participants).

Published 5500 schedule card

Filing strip 461549267 · Vermont Permanency Initiative, Inc. PY 2022 · Other

Vermont Permanency Initiative, Inc. 403(b) Plan · $3M · 159 · 39th

  • EOY $3M
  • 5500 159
  • ASSETS 39th
  • PCT Other
  • EIN near Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan
  • RANK ind #1079

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 Permanency Initiative, Inc. 403(b) Plan in the asset neighbourhood

Green Hills Retirement Savings PlanGreen Hills Retirement Savin…$3MVermont Permanency Initiative, Inc. 403(b) PlanVermont Permanency Initiativ…$3MHampton Roads Community Action Program, Inc. ERISA 403(b) PlanHampton Roads Community Acti…$3MEmployee Benefit Plan of Seminole Nation of OklahomaEmployee Benefit Plan of Sem…$3MAlbany Community Action Partnership 403(b) PlanAlbany Community Action Part…$3M
End-of-year total assets ($M) among Vermont Permanency Initiative, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont Permanency Initiative, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vermont Permanency Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.08178669996896% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.82M $3.64M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 163 $3M
2024 1 170 $4M

Vermont Permanency Initiative, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$642K
Employer EIN461549267
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

Vermont Permanency Initiative, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300 Total assets ($M) Participants Vermont Permanency Initiative, Inc. 403(b) Plan, Total assets ($M): 2.821828 · Participants: 159Vermont Permanency Initiative, Inc. 403(b) 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
Vermont Permanency Initiative, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Vermont Permanency Initiative, Inc. 403(b) Plan side-by-side with 3 peers →

Vermont Permanency Initiative, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan in VA ($3M); by covered participants it is North, Inc. Employee Savings Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Vermont Permanency Initiative, Inc. 403(b) Plan assets move in 2022? ▼
Vermont Permanency Initiative, Inc. 403(b) Plan declined sharply - down 18.5% during 2022, from $3M to $3M. Reported net income was -$642K.
How have Vermont Permanency Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Permanency Initiative, Inc.'s sponsor-wide assets grew 29.1%, from $3M to $4M.
Which Other plans are similar in size to Vermont Permanency Initiative, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Hampton Roads Community Action Program, Inc. ERISA 403(b) Plan in VA ($3M, 255 participants).
Which Other plans cover a similar participant headcount to Vermont Permanency Initiative, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (159 participants, $2M 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 461549267.

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.