Other · DOL Form 5500 · 2022

R. T. Vanderbilt Holding Company, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
120
Participants Small participant base
40th
Percentile by assets National rank
$24,851
Avg per participant Low balance/head
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Official DOL plan name: R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan · Sponsored by R. T. Vanderbilt Holding Company, Inc. · Connecticut · Wholesale Trade

$3M in assets, 120 participants

R. T. Vanderbilt Holding Company, Inc.'s R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan reported $3M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,892 in Wholesale Trade (6,843 peers)

Coverage in Connecticut

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan covers 120 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $3M.

#1,892
in Wholesale Trade (6,843 peers)
-11.2%
assets change YoY

The plan reported a net loss of $376K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,982,141 40th percentile higher than 40% 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

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership 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. R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (120 participants).

Form 5500 schedule snapshot

Filing strip 461031856 · R. T. Vanderbilt Holding Company, Inc. PY 2022 · Other

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan · $3M · 120 · 40th

  • SCH $3M
  • EBSA 120
  • PART 40th
  • TYPE Other
  • NET near Cetronia Ambulance Corps 403(b) Plan
  • BOOK ind #1892

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 Wholesale Trade retirement plans → · Plans in Connecticut →

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan in the asset neighbourhood

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership PlanR. T. Vanderbilt Holding Com…$3MCetronia Ambulance Corps 403(b) PlanCetronia Ambulance Corps 403…$3MVista Maria 403(b) Retirement PlanVista Maria 403(b) Retiremen…$3MDonalsonville Hospital, Inc. 403(b) PlanDonalsonville Hospital, Inc.…$3MSection 403(b) Retirement Plan Whatley Health Services, Inc.Section 403(b) Retirement Pl…$3M
End-of-year total assets ($M) among R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$376K
Employer EIN461031856
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. T. Vanderbilt Holding Company, Inc.)

Sponsor-wide plan assets over time

All R. T. Vanderbilt Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 24.073701248212377% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $116M $88.2M ▼ -24.1%
Year Plans Participants Total Assets
2022 3 473 $116M
2023 3 473 $84M
2024 2 406 $88M

Nearby Other Plans in Connecticut

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

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002982141 · Participants: 120R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Cetronia Ambulance Corps 403(b) Plan in PA ($3M); by covered participants it is Powertrain Rockford Inc in IL (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan assets move in 2022? ▼
R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.2% during 2022, from $3M to $3M. Reported net income was -$376K.
How have R. T. Vanderbilt Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R. T. Vanderbilt Holding Company, Inc.'s sponsor-wide assets declined 24.1%, from $116M to $88M.
Which Other plans are similar in size to R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by assets is Cetronia Ambulance Corps 403(b) Plan in PA ($3M, 151 participants).
Which Other plans cover a similar participant headcount to R. T. Vanderbilt Holding Company Inc. Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by covered participants is Powertrain Rockford Inc in IL (120 participants, N/A 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 461031856.

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.