401(k) · DOL Form 5500 · 2022

Passumpsic Savings Bank 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
147
Participants Small participant base
76th
Percentile by assets National rank
$128,825
Avg per participant Near avg balance/head
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Official DOL plan name: Passumpsic Savings Bank Thrift Incentive Savings Plan · Sponsored by Passumpsic Savings Bank · Vermont · Finance & Insurance

$19M in assets, 147 participants

Passumpsic Savings Bank's Passumpsic Savings Bank Thrift Incentive Savings Plan reported $19M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,813 in Finance & Insurance (9,261 peers)

Where Passumpsic Savings Bank Thrift Incentive Savings Plan sits by assets

Passumpsic Savings Bank Thrift Incentive Savings Plan sits in the top quartile of all filed plans by assets, $19M for 147 participants (~$128,825/participant), down 23.7% in 2022.

#5,813
in Finance & Insurance (9,261 peers)
-23.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Passumpsic Savings Bank Thrift Incentive Savings Plan's outsized position by total assets

Passumpsic Savings Bank Thrift Incentive Savings Plan vs every filed plan by assets

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

$18,937,229 Top 24% higher than 76% 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

Passumpsic Savings Bank Thrift Incentive Savings 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. Passumpsic Savings Bank Thrift Incentive Savings Plan sits mid-pack in the medium band (147 participants).

DOL schedule card

Filing strip 030147560 · Passumpsic Savings Bank PY 2022 · 401(k)

Passumpsic Savings Bank Thrift Incentive Savings Plan · $19M · 147 · 76th

  • EOY $19M
  • 5500 147
  • ASSETS 76th
  • PCT 401(k)
  • EIN near American Immigration Lawyers 401(k) Retirement Plan
  • RANK ind #5813

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 Finance & Insurance retirement plans → · Plans in Vermont →

Passumpsic Savings Bank Thrift Incentive Savings Plan in the asset neighbourhood

Passumpsic Savings Bank Thrift Incentive Savings PlanPassumpsic Savings Bank Thri…$19MAmerican Immigration Lawyers 401(k) Retirement PlanAmerican Immigration Lawyers…$19MStephens Production Company 401(k) PlanStephens Production Company …$19MPorter Pipe & Supply Co. 401(k) PlanPorter Pipe & Supply Co. 401…$19MMassachusetts Defined Contribution Core PlanMassachusetts Defined Contri…$19M
End-of-year total assets ($M) among Passumpsic Savings Bank Thrift Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN030147560
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Passumpsic Savings Bank)

Sponsor-wide plan assets over time

All Passumpsic Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.950460333980224% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $25.8M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 147 $19M
2023 1 149 $23M
2024 1 144 $26M

Nearby 401(k) Plans in Vermont

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

Passumpsic Savings Bank Thrift Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Passumpsic Savings Bank Thrift Incentive Savings Plan, Total assets ($B): 0.018937229 · Participants: 147Passumpsic Savings Bank Thrift Incentive Savings PlanThe 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 Company
Passumpsic Savings Bank Thrift Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Passumpsic Savings Bank Thrift Incentive Savings Plan side-by-side with 3 peers →

Passumpsic Savings Bank Thrift Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is American Immigration Lawyers 401(k) Retirement Plan in DC ($19M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

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 Passumpsic Savings Bank Thrift Incentive Savings Plan assets move in 2022? ▼
Passumpsic Savings Bank Thrift Incentive Savings Plan declined sharply - down 23.7% during 2022, from $25M to $19M. Reported net income was -$6M.
How have Passumpsic Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Passumpsic Savings Bank's sponsor-wide assets grew 36.0%, from $19M to $26M.
Where does Passumpsic Savings Bank Thrift Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Passumpsic Savings Bank Thrift Incentive Savings Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Passumpsic Savings Bank Thrift Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Immigration Lawyers 401(k) Retirement Plan in DC ($19M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Passumpsic Savings Bank Thrift Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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 030147560.

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.