Other · DOL Form 5500 · 2022
Counseling Service of Addison County, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 257
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $53,849
- Avg per participant Low balance/head
Official DOL plan name: Csac 403(b) Retirement Plan · Sponsored by Counseling Service of Addison County, Inc. · Vermont · Healthcare & Social Assistance
$14M in assets, 257 participants
Counseling Service of Addison County, Inc.'s Csac 403(b) Retirement Plan reported $14M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,211 in Healthcare & Social Assistance (20,060 peers)
Counseling Service of Addison County, Inc. multi-year trail
Counseling Service of Addison County, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Csac 403(b) Retirement Plan at $14M / 257 participants.
- #15,211
- in Healthcare & Social Assistance (20,060 peers)
- +4.3%
- assets growth YoY
Csac 403(b) Retirement Plan's outsized position by total assets
Csac 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,839,312 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Csac 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. Csac 403(b) Retirement Plan sits mid-pack in the medium band (257 participants).
EBSA filing schedule strip
Filing strip 030212396 · Counseling Service of Addison County, Inc. PY 2022 · Other
Csac 403(b) Retirement Plan · $14M · 257 · 71st
- ASSETS $14M
- PCT 257
- EIN 71st
- RANK Other
- PHOTO near Legal Aid Chicago Employee Contribution Plan
- IND ind #15211
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 →
Csac 403(b) Retirement Plan in the asset neighbourhood
Counseling Service of Addison County, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Counseling Service of Addison County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.101605628950338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $14M |
| 2023 | 1 | 243 | $16M |
| 2024 | 1 | 282 | $18M |
Counseling Service of Addison County, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $573K |
| Employer EIN | 030212396 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $269M · 1,039
- Rutland Regional Health Services Retirement Savings Plan $223M · 1,754
- Norwich University Defined Contribution Retirement Plan $154M · 929
- World Learning, Inc. Retirement Plan $80M · 447
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan $61M · 1,227
Csac 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Legal Aid Chicago Employee Contribution Plan in IL ($14M); by covered participants it is Holy Innocents' Episcopal School 403(b) Plan in GA (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Holy Innocents' Episcopal School 403(b) Plan (GA) 257 · 0 off
- Valley Family Health Care, Inc. 403(b) Plan (ID) 257 · 0 off
- Pcc Community Wellness Center 403(b) Plan (IL) 257 · 0 off
- The House of the Good Shepherd 403(b) Thrift Plan (NY) 257 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.