Other · DOL Form 5500 · 2022

Northeast Kingdom Human Services, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
440
Participants Below avg headcount
80th
Percentile by assets National rank
$53,322
Avg per participant Low balance/head
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Official DOL plan name: Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan · Sponsored by Northeast Kingdom Human Services, Inc. · Vermont · Healthcare & Social Assistance

$23M in assets, 440 participants

Northeast Kingdom Human Services, Inc.'s Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan reported $23M in total assets and 440 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,590 in Healthcare & Social Assistance (20,060 peers)

Where Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan sits by assets

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $23M for 440 participants (~$53,322/participant), down 11.6% in 2022.

#16,590
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$23,461,887 Top 20% higher than 80% 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

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity 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. Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (440 participants).

EBSA filing schedule strip

Filing strip 030212039 · Northeast Kingdom Human Services, Inc. PY 2022 · Other

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan · $23M · 440 · 80th

  • TYPE $23M
  • TYPE 440
  • TYPE 80th
  • TYPE Other
  • TYPE near Asian Art Museum Foundation of San Francisco 403(b) DC Plan
  • TYPE ind #16590

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 →

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

The Richland Hospital, Inc. Tax Deferred Annuity PlanThe Richland Hospital, Inc. …$23MPh - Clearfield Hospital 403(b) PlanPh - Clearfield Hospital 403…$23MNortheast Kingdom Human Services, Inc. Tax Deferred Annuity PlanNortheast Kingdom Human Serv…$23MAsian Art Museum Foundation of San Francisco 403(b) DC PlanAsian Art Museum Foundation …$23M403(b) Thrift Plan of the Children's Institute of Pittsburgh403(b) Thrift Plan of the Ch…$23M
End-of-year total assets ($M) among Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN030212039
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northeast Kingdom Human Services, Inc.)

Sponsor-wide plan assets over time

All Northeast Kingdom Human Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 16.016810583053275% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.5M $27.2M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 440 $23M
2023 1 432 $25M
2024 1 520 $27M

Nearby Other Plans in Vermont

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

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300 Total assets ($M) Participants Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan, Total assets ($M): 23.461887 · Participants: 440Northeast Kingdom Human Services, Inc. Tax Deferred Annuity 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
Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Asian Art Museum Foundation of San Francisco 403(b) DC Plan in CA ($23M); by covered participants it is St. David's Center 403(b) Plan in MN (440 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan assets move in 2022? ▼
Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan pulled back noticeably - down 11.6% during 2022, from $27M to $23M. Reported net income was -$3M.
How have Northeast Kingdom Human Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northeast Kingdom Human Services, Inc.'s sponsor-wide assets grew 16.0%, from $23M to $27M.
Where does Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan ranks in the 80th 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 Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Asian Art Museum Foundation of San Francisco 403(b) DC Plan in CA ($23M, 104 participants).
Which Other plans cover a similar participant headcount to Northeast Kingdom Human Services, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is St. David's Center 403(b) Plan in MN (440 participants, $9M 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 030212039.

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.