Other · DOL Form 5500 · 2022

Gifford Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
653
Participants Below avg headcount
89th
Percentile by assets National rank
$82,364
Avg per participant Below avg balance/head
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Official DOL plan name: Gifford Health Care, Inc. 403(b) Retirement Plan · Sponsored by Gifford Health Care, Inc. · Vermont · Healthcare & Social Assistance

$54M in assets, 653 participants

Gifford Health Care, Inc.'s Gifford Health Care, Inc. 403(b) Retirement Plan reported $54M in total assets and 653 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,117 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

Gifford Health Care, Inc. 403(b) Retirement Plan covers 653 participants in Vermont, 2.7x the typical Vermont plan (state average ~245 per filing). Assets: $54M.

#18,117
in Healthcare & Social Assistance (20,060 peers)
-22.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gifford Health Care, Inc. 403(b) Retirement Plan's outsized position by total assets

Gifford Health Care, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$53,783,645 Top 11% higher than 89% 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

Gifford Health Care, Inc. 403(b) Retirement 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. Gifford Health Care, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (653 participants).

Form 5500 schedule snapshot

Filing strip 460938716 · Gifford Health Care, Inc. PY 2022 · Other

Gifford Health Care, Inc. 403(b) Retirement Plan · $54M · 653 · 89th

  • VS-ST $54M
  • VS-ST 653
  • VS-ST 89th
  • VS-ST Other
  • VS-ST near Carteret County General Hospital Tax Deferred Savings Plan
  • VS-ST ind #18117

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 →

Gifford Health Care, Inc. 403(b) Retirement Plan in the asset neighbourhood

Caldwell University Defined Contribution Retirement PlanCaldwell University Defined …$54MCarteret County General Hospital Tax Deferred Savings PlanCarteret County General Hosp…$54MGifford Health Care, Inc. 403(b) Retirement PlanGifford Health Care, Inc. 40…$54MRegis College DC Retirement PlanRegis College DC Retirement …$54MNECA-IBEW Local Union 1701 Pension Benefit Trust FundNECA-IBEW Local Union 1701 P…$54M
End-of-year total assets ($M) among Gifford Health Care, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$54M
Net Income-$16M
Employer EIN460938716
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gifford Health Care, Inc.)

Sponsor-wide plan assets over time

All Gifford Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 37.77546501357429% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.8M $74.1M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 653 $54M
2023 1 720 $65M
2024 1 792 $74M

Nearby Other Plans in Vermont

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

Gifford Health Care, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Gifford Health Care, Inc. 403(b) Retirement Plan, Total assets ($M): 53.783645 · Participants: 653Gifford Health Care, Inc. 403(b) Retirement 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
Gifford Health Care, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Gifford Health Care, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Gifford Health Care, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Carteret County General Hospital Tax Deferred Savings Plan in NC ($54M); by covered participants it is Womens League Tax Sheltered Annuity Plan in NY (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Gifford Health Care, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Gifford Health Care, Inc. 403(b) Retirement Plan declined sharply - down 22.7% during 2022, from $70M to $54M. Reported net income was -$16M.
How have Gifford Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gifford Health Care, Inc.'s sponsor-wide assets grew 37.8%, from $54M to $74M.
Where does Gifford Health Care, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Gifford Health Care, Inc. 403(b) Retirement Plan ranks in the 89th 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 Other plans are similar in size to Gifford Health Care, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Carteret County General Hospital Tax Deferred Savings Plan in NC ($54M, 1,172 participants).
Which Other plans cover a similar participant headcount to Gifford Health Care, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Womens League Tax Sheltered Annuity Plan in NY (653 participants, $21M 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 460938716.

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.