ESOP · DOL Form 5500 · 2023

Trust Company of Vermont ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
43
Participants Small participant base
72nd
Percentile by assets National rank
$437,461
Avg per participant High balance/head
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Official DOL plan name: Trust Company of Vermont Employee Stock Ownership Plan · Sponsored by Trust Company of Vermont · Vermont · Finance & Insurance

$19M in assets, 43 participants

Trust Company of Vermont's Trust Company of Vermont Employee Stock Ownership Plan reported $19M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,123 in Finance & Insurance (8,869 peers)

Trust Company of Vermont multi-year trail

Trust Company of Vermont's plans moved +17.1% in assets from 2022 to 2024; this filing shows Trust Company of Vermont Employee Stock Ownership Plan at $19M / 43 participants.

#5,123
in Finance & Insurance (8,869 peers)
+1.7%
assets growth YoY

Trust Company of Vermont Employee Stock Ownership Plan's outsized position by total assets

Trust Company of Vermont Employee Stock Ownership Plan vs every filed plan by assets

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

$18,810,834 Top 28% higher than 72% 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

Trust Company of Vermont Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trust Company of Vermont Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trust Company of Vermont Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $307K in the plan year 2023 filing.
  • Trust Company of Vermont Employee Stock Ownership Plan reported participants rose from 39 in the plan year 2022 filing to 43 in the plan year 2023 filing.
  • Trust Company of Vermont Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030362172 · Trust Company of Vermont PY 2023 · ESOP

Trust Company of Vermont Employee Stock Ownership Plan · $19M · 43 · 72nd

  • ASSETS $19M
  • ASSETS 43
  • ASSETS 72nd
  • ASSETS ESOP
  • ASSETS near Sea Engineering, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5123

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 What is an ESOP? → · Plans in Vermont →

Trust Company of Vermont Employee Stock Ownership Plan in the asset neighbourhood

Trust Company of Vermont Employee Stock Ownership PlanTrust Company of Vermont Emp…$19MSea Engineering, Inc. Employee Stock Ownership PlanSea Engineering, Inc. Employ…$19MVic's Crane & Heavy Haul, Inc. Employee Stock Ownership PlanVic's Crane & Heavy Haul, In…$19MEmployee Stock Ownership Plan & Trust for the Employees of Earthbalance CorporationEmployee Stock Ownership Pla…$19MConrad Fire Equipment Employee Stock Ownership PlanConrad Fire Equipment Employ…$19M
End-of-year total assets ($M) among Trust Company of Vermont Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Trust Company of Vermont multi-year asset trail

Sponsor-wide plan assets over time

All Trust Company of Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.083774275508272% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.5M $21.7M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 39 $19M
2023 1 43 $19M
2024 1 42 $22M

Trust Company of Vermont filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$307K
Employer EIN030362172
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Trust Company of Vermont Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400500 Total assets ($M) Participants Trust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustAlpine Snowguards Employee Stock Ownership Plan, Total assets ($M): 16.1073 · Participants: 25Alpine Snowguards Employee Stock Ownership Plan
Trust Company of Vermont Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Trust Company of Vermont Employee Stock Ownership Plan side-by-side with 3 peers →

Trust Company of Vermont Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Sea Engineering, Inc. Employee Stock Ownership Plan in HI ($19M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Trust Company of Vermont Employee Stock Ownership Plan assets move in 2023? ▼
Trust Company of Vermont Employee Stock Ownership Plan edged up modestly - up 1.7% during 2023, from $19M to $19M. Reported net income was $307K.
How have Trust Company of Vermont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trust Company of Vermont's sponsor-wide assets grew 17.1%, from $19M to $22M.
Which ESOP plans are similar in size to Trust Company of Vermont Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sea Engineering, Inc. Employee Stock Ownership Plan in HI ($19M, 46 participants).
Which ESOP plans cover a similar participant headcount to Trust Company of Vermont Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 030362172.

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.