ESOP · DOL Form 5500 · 2023

Trust Company of Vermont ESOP

Data updated 2026-08-11

$19M
Total assets: 43
Participants: 72nd
Percentile by assets: $437,461
Avg per participant

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.

72nd percentile by assets (of 127,072 plans)
#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.

$19M
total plan assets (2023 EOY): 43
covered participants: 72nd
percentile by assets (of 127,072 plans): $437,461
avg assets per participant

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 →

State

Vermont

Industry

Finance & Insurance

Trust Company of Vermont across 3 plan years on file

Across the 3 plan years Trust Company of Vermont has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $22M, a gain of 17.1%, while reported participants moved from 39 to 42 (+7.7%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($19M).

Trust Company of Vermont multi-year asset trail

Total plan assets by year, all Trust Company of Vermont plans on file

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 EIN	030362172
Plan Effective Date	2006-01-01
Filing Status	FILING 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

Vermont Information Processing, Inc. Employee Stock Ownership Plan $424M · 600
King Arthur Employee Stock Ownership Plan $192M · 304
Cfc ESOP $88M · 427
Hallam Associates, Inc. Employee Stock Ownership Plan and Trust $23M · 134
Alpine Snowguards Employee Stock Ownership Plan $16M · 25

Compare Trust Company of Vermont Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Trust Company of Vermont Employee Stock Ownership Plan by total assets, not by location.

Sea Engineering, Inc. Employee Stock Ownership Plan (HI) $19M · 46
Vic's Crane & Heavy Haul, Inc. Employee Stock Ownership Plan (MN) $19M · 44
Employee Stock Ownership Plan & Trust for the Employees of Earthbalance Corporation (FL) $19M · 63
Conrad Fire Equipment Employee Stock Ownership Plan (KS) $19M · 26

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).

Next read for Trust Company of Vermont Employee Stock …

Multi-year trail

Ways to act on Trust Company of Vermont Employee Stock Ownership Plan's numbers.

By total assets, Trust Company of Vermont Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
Trust Company of Vermont's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.