Other · DOL Form 5500 · 2023

Brattleboro Retreat Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
410
Participants Below avg headcount
82nd
Percentile by assets National rank
$93,330
Avg per participant Below avg balance/head
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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.

  • #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.

#15,051
in Healthcare & Social Assistance (17,684 peers)
+10.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's outsized position by total assets

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,265,256 Top 18% higher than 82% of 127,068 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 2023

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits mid-pack in the medium band (410 participants).

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 →

EBSA filing schedule strip

Filing strip 030107360 · Brattleboro Retreat PY 2023 · Other

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat · $38M · 410 · 82nd

  • EOY $38M
  • 5500 410
  • ASSETS 82nd
  • PCT Other
  • EIN near Friends Select School Retirement Plan
  • RANK ind #15051

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 →

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in the asset neighbourhood

San Francisco Conservatory of Music DC Retirement PlanSan Francisco Conservatory o…$38MTax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatTax Sheltered Annuity Saving…$38MFriends Select School Retirement PlanFriends Select School Retire…$38MU. a. Local 350 Retirement TrustU. a. Local 350 Retirement T…$38MNational Science Teachers Association Defined Contribution PlanNational Science Teachers As…$38M
End-of-year total assets ($M) among Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Brattleboro Retreat plans reported in each filing year

Latest sponsor-wide plan assets
$43M 23.951147076909308% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.7M $43M ▲ +23.9%
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 Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat, Total assets ($M): 38.265256 · Participants: 410Tax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
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 Employees of Brattleboro Retreat side-by-side with 3 peers →

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Friends Select School Retirement Plan in PA ($38M); by covered participants it is New Liberty Hospital Corporation Retirement Income Plan in MO (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat? ▼
Among Other plans in other states, the closest by covered participants is New Liberty Hospital Corporation Retirement Income Plan in MO (410 participants, $34M in assets).

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.