Other · DOL Form 5500 · 2022

Southern Vermont Area Health Education Center Retirement Plan

Data updated 2026-08-25

$374K
Total assets Small plan by assets
14
Participants Small participant base
16th
Percentile by assets National rank
$26,680
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403b Employer Retirement Plan · Sponsored by Southern Vermont Area Health Education Center · Vermont · Healthcare & Social Assistance

$374K in assets, 14 participants

Southern Vermont Area Health Education Center's 403b Employer Retirement Plan reported $374K in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,323 in Healthcare & Social Assistance (20,060 peers)

Southern Vermont Area Health Education Center multi-year trail

Southern Vermont Area Health Education Center's plans moved +45.3% in assets from 2022 to 2024; this filing shows 403b Employer Retirement Plan at $374K / 14 participants.

#2,323
in Healthcare & Social Assistance (20,060 peers)
+22.0%
assets growth YoY

403b Employer Retirement Plan among the smaller filed plans by assets

403b Employer Retirement Plan vs every filed plan by assets

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

$373,517 16th percentile higher than 16% 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

403b Employer Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403b Employer Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 030360193 · Southern Vermont Area Health Education Center PY 2022 · Other

403b Employer Retirement Plan · $374K · 14 · 16th

  • ASSETS $374K
  • PCT 14
  • EIN 16th
  • RANK Other
  • PHOTO near Northeast Contemporary Services, Inc. Tax Deferred
  • IND ind #2323

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 →

403b Employer Retirement Plan in the asset neighbourhood

Northeast Contemporary Services, Inc. Tax DeferredNortheast Contemporary Servi…$376KThe Dance Foundation 403(b) PlanThe Dance Foundation 403(b) …$377K403b Employer Retirement Plan$374KGeorgia Resource Center Defined Contribution Annuity PlanGeorgia Resource Center Defi…$371KCopper Dog Ventures Inc 401(k) Profit Sharing PlanCopper Dog Ventures Inc 401(…$371K
End-of-year total assets ($M) among 403b Employer Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Southern Vermont Area Health Education Center multi-year asset trail

Sponsor-wide plan assets over time

All Southern Vermont Area Health Education Center plans reported in each filing year

Latest sponsor-wide plan assets
$543K 45.33046688638001% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 20222024 $0.37M $0.54M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 14 $374K
2024 1 15 $543K

Southern Vermont Area Health Education Center filing trail (2022)

Total Assets (Beginning of Year)$306K
Net Assets (End of Year)$374K
Net Income$67K
Employer EIN030360193
Plan Effective Date2008-08-31
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

403b Employer Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300 Total assets ($M) Participants 403b Employer Retirement Plan, Total assets ($M): 0.373517 · Participants: 14403b Employer 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
403b Employer Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare 403b Employer Retirement Plan side-by-side with 3 peers →

403b Employer Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Northeast Contemporary Services, Inc. Tax Deferred in MN ($376K); by covered participants it is Brunswick Harley Davidson, Inc Profit Sharing Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 403b Employer Retirement Plan assets move in 2022? ▼
403b Employer Retirement Plan grew sharply - up 22.0% during 2022, from $306K to $374K. Reported net income was $67K.
How have Southern Vermont Area Health Education Center plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Southern Vermont Area Health Education Center's sponsor-wide assets grew 45.3%, from $374K to $543K.
Where does 403b Employer Retirement Plan rank by assets among Form 5500 filers? ▼
403b Employer Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to 403b Employer Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northeast Contemporary Services, Inc. Tax Deferred in MN ($376K, 8 participants).
Which Other plans cover a similar participant headcount to 403b Employer Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Brunswick Harley Davidson, Inc Profit Sharing Plan in NY (14 participants, $2M 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 030360193.

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.