Other · DOL Form 5500 · 2023

Brattleboro Retreat Retirement Plan

Data updated 2026-08-11

$38M
Total assets
410
Participants
82nd
Percentile by assets
$93,330
Avg per participant
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Official DOL plan name: Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat · Sponsored by Brattleboro Retreat · Vermont · Healthcare & Social Assistance

$38M in assets, 410 participants

Brattleboro Retreat's Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported $38M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 127,072 plans)
  • #15,051 in Healthcare & Social Assistance (17,684 peers)

Where Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits by assets

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits in the top quartile of all filed plans by assets, $38M for 410 participants (~$93,330/participant), up 10.3% in 2023.

$38M
total plan assets (2023 EOY)
410
covered participants
82nd
percentile by assets (of 127,072 plans)
$93,330
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported participants fell from 418 in the plan year 2022 filing to 410 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Vermont
Industry
Healthcare & Social Assistance

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs the 2023 asset distribution

By assets, Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN030107360
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brattleboro Retreat)

$30M$35M$40M$45M 202220232024 $34.7M $43M ▲ +23.9%
Total plan assets by year, all Brattleboro Retreat plans on file
Year Plans Participants Total Assets
2022 1 418 $35M
2023 1 410 $38M
2024 1 447 $43M

Nearby Other Plans in Vermont

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

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Tax Sheltered Annuit…Middlebury College V…Rutland Regional Hea…Norwich University D…World Learning, Inc.…Northwestern Medical…
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants
Compare Tax Sheltered Annuity Savings Plan for E… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat by total assets, not by location.

Frequently Asked Questions

How did Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat assets move in 2023? ▼
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat grew at a solid clip - up 10.3% during 2023, from $35M to $38M. Reported net income was $4M.
How have Brattleboro Retreat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brattleboro Retreat's sponsor-wide assets grew 24.0%, from $35M to $43M.
Where does Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat rank by assets among Form 5500 filers? ▼
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat? ▼
Among Other plans in other states, the closest by assets is Friends Select School Retirement Plan in PA ($38M, 137 participants).

Next read for Tax Sheltered Annuity Savings Plan for E…

Scale reading

Ways to act on Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030107360.

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.