Other · DOL Form 5500 · 2022

North Country Health System, Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
589
Participants Below avg headcount
89th
Percentile by assets National rank
$97,127
Avg per participant Below avg balance/head
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Official DOL plan name: North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan · Sponsored by North Country Health System, Inc. · Vermont · Healthcare & Social Assistance

$57M in assets, 589 participants

North Country Health System, Inc.'s North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan reported $57M in total assets and 589 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.

  • #18,196 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan covers 589 participants in Vermont, 2.4x the typical Vermont plan (state average ~245 per filing). Assets: $57M.

#18,196
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan's outsized position by total assets

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan vs every filed plan by assets

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

$57,207,644 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

North Country Health System, Inc. Contributory Tax Sheltered 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. North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan sits mid-pack in the medium band (589 participants).

Published 5500 schedule card

Filing strip 030185556 · North Country Health System, Inc. PY 2022 · Other

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan · $57M · 589 · 89th

  • EBSA $57M
  • EBSA 589
  • EBSA 89th
  • EBSA Other
  • EBSA near Institute for Advanced Study Tax Deferred Annuity Plan
  • EBSA ind #18196

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 →

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in the asset neighbourhood

North Country Health System, Inc. Contributory Tax Sheltered Retirement PlanNorth Country Health System,…$57MInstitute for Advanced Study Tax Deferred Annuity PlanInstitute for Advanced Study…$57MHelen Ross Mcnabb Center, Inc., Retirement PlanHelen Ross Mcnabb Center, In…$57MHiram College Retirement Plan$57MTower Hill School Defined Contribution Retirement PlanTower Hill School Defined Co…$57M
End-of-year total assets ($M) among North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$57M
Net Income-$12M
Employer EIN030185556
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Country Health System, Inc.)

Sponsor-wide plan assets over time

All North Country Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 29.27356525991527% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.2M $74M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 589 $57M
2023 1 612 $67M
2024 1 639 $74M

Nearby Other Plans in Vermont

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

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan, Total assets ($M): 57.207644 · Participants: 589North Country Health System, Inc. Contributory Tax Sheltered 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
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Institute for Advanced Study Tax Deferred Annuity Plan in NJ ($57M); by covered participants it is 403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. in CT (589 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 North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan assets move in 2022? ▼
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan declined sharply - down 16.9% during 2022, from $69M to $57M. Reported net income was -$12M.
How have North Country Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Country Health System, Inc.'s sponsor-wide assets grew 29.3%, from $57M to $74M.
Where does North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan rank by assets among Form 5500 filers? ▼
North Country Health System, Inc. Contributory Tax Sheltered 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 North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Institute for Advanced Study Tax Deferred Annuity Plan in NJ ($57M, 130 participants).
Which Other plans cover a similar participant headcount to North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Goodwill Industries of Southern New England, Inc. in CT (589 participants, $7M in assets).