Other · DOL Form 5500 · 2022

Health Care and Rehabilitation Services of Southeastern Vermont Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
459
Participants Below avg headcount
77th
Percentile by assets National rank
$43,476
Avg per participant Low balance/head
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Official DOL plan name: Health Care and Rehabilitation Services of Southeastern Vermont · Sponsored by Health Care and Rehabilitation Services of Southeastern Vermont · Vermont · Healthcare & Social Assistance

$20M in assets, 459 participants

Health Care and Rehabilitation Services of Southeastern Vermont's Health Care and Rehabilitation Services of Southeastern Vermont reported $20M in total assets and 459 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,220 in Healthcare & Social Assistance (20,060 peers)

Where Health Care and Rehabilitation Services of Southeastern Vermont sits by assets

Health Care and Rehabilitation Services of Southeastern Vermont sits in the top quartile of all filed plans by assets, $20M for 459 participants (~$43,476/participant), up 18.3% in 2022.

#16,220
in Healthcare & Social Assistance (20,060 peers)
+18.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Health Care and Rehabilitation Services of Southeastern Vermont's outsized position by total assets

Health Care and Rehabilitation Services of Southeastern Vermont vs every filed plan by assets

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

$19,955,347 Top 23% higher than 77% 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

Health Care and Rehabilitation Services of Southeastern Vermont 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. Health Care and Rehabilitation Services of Southeastern Vermont sits mid-pack in the medium band (459 participants).

EBSA filing schedule strip

Filing strip 237017624 · Health Care and Rehabilitation Services of Southeastern Vermont PY 2022 · Other

Health Care and Rehabilitation Services of Southeastern Vermont · $20M · 459 · 77th

  • RANK $20M
  • RANK 459
  • RANK 77th
  • RANK Other
  • RANK near The Jemicy School Retirement Plan
  • RANK ind #16220

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 →

Health Care and Rehabilitation Services of Southeastern Vermont in the asset neighbourhood

Faulkner University Tax Deferred Annuity PlanFaulkner University Tax Defe…$20MHealth Care and Rehabilitation Services of Southeastern VermontHealth Care and Rehabilitati…$20MThe Jemicy School Retirement PlanThe Jemicy School Retirement…$20MWayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$20MEversight 403(b) DC Plan$20M
End-of-year total assets ($M) among Health Care and Rehabilitation Services of Southeastern Vermont and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN237017624
Plan Effective Date1984-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Care and Rehabilitation Services of Southeastern Vermont)

Sponsor-wide plan assets over time

All Health Care and Rehabilitation Services of Southeastern Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$26M 31.63344641413652% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20M $26.3M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 459 $20M
2023 1 502 $23M
2024 1 527 $26M

Nearby Other Plans in Vermont

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

Health Care and Rehabilitation Services of Southeastern Vermont vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300 Total assets ($M) Participants Health Care and Rehabilitation Services of Southeastern Vermont, Total assets ($M): 19.955347 · Participants: 459Health Care and Rehabilitation Services of Southeastern VermontMiddlebury 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
Health Care and Rehabilitation Services of Southeastern Vermont vs. nearby Other plans in Vermont, assets vs. participants
Compare Health Care and Rehabilitation Services of Southeastern Vermont side-by-side with 3 peers →

Health Care and Rehabilitation Services of Southeastern Vermont's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is The Jemicy School Retirement Plan in MD ($20M); by covered participants it is Ndi 403(b) Plan in DC (459 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (459 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 Health Care and Rehabilitation Services of Southeastern Vermont assets move in 2022? ▼
Health Care and Rehabilitation Services of Southeastern Vermont grew sharply - up 18.3% during 2022, from $17M to $20M. Reported net income was $3M.
How have Health Care and Rehabilitation Services of Southeastern Vermont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Care and Rehabilitation Services of Southeastern Vermont's sponsor-wide assets grew 31.6%, from $20M to $26M.
Where does Health Care and Rehabilitation Services of Southeastern Vermont rank by assets among Form 5500 filers? ▼
Health Care and Rehabilitation Services of Southeastern Vermont ranks in the 77th 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 Health Care and Rehabilitation Services of Southeastern Vermont? ▼
Among Other plans in other states, the closest by assets is The Jemicy School Retirement Plan in MD ($20M, 156 participants).
Which Other plans cover a similar participant headcount to Health Care and Rehabilitation Services of Southeastern Vermont? ▼
Among Other plans in other states, the closest by covered participants is Ndi 403(b) Plan in DC (459 participants, $25M 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 237017624.

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.