Profit Sharing · DOL Form 5500 · 2023
University of Vermont and State Agricultural College Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $16M
- Total assets
- 76
- Participants
- 69th
- Percentile by assets
- $212,890
- Avg per participant
Official DOL plan name: University of Vermont Foundation 403(b) Plan · Sponsored by University of Vermont and State Agricultural College Foundation, Inc. · Vermont · Educational Services
$16M in assets, 76 participants
University of Vermont and State Agricultural College Foundation, Inc.'s University of Vermont Foundation 403(b) Plan reported $16M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 127,072 plans)
- #1,914 in Educational Services (3,735 peers)
2023 asset change
University of Vermont Foundation 403(b) Plan grew sharply 16.9% in 2023 ($14M → $16M) for 76 participants.
- $16M
- total plan assets (2023 EOY)
- 76
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $212,890
- avg assets per participant
2023 asset move for University of Vermont Foundation 403(b) Plan
Year over year, total assets grew sharply from $14M at the start of 2023 to $16M at year-end (up 16.9%). Net assets closed at $16M; reported net income $2M.
University of Vermont and State Agricultural College Foundation, Inc. years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 76 | $16M |
| 2024 | 1 | 81 | $17M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 451556038 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Vermont
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
University of Vermont Foundation 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
- Champlain College Defined Contribution Retirement Plan $109M · 450
- Retirement Plan for Employees of Howardcenter $98M · 1,272
- Burr and Burton Academy 403(b)Plan $28M · 174
- Aspire Living & Learning, Inc. 403(b) Plan $25M · 996
- The Putney School 403-B Plan $20M · 82
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to University of Vermont Foundation 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did University of Vermont Foundation 403(b) Plan assets move in 2023? ▼
How have University of Vermont and State Agricultural College Foundation, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to University of Vermont Foundation 403(b) Plan? ▼
Next read for University of Vermont Foundation 403(b) …
2023 change
Ways to act on University of Vermont Foundation 403(b) Plan's numbers.
- By total assets, University of Vermont Foundation 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- University of Vermont and State Agricultural College Foundation, Inc.'s sponsor-wide assets have grown 3.2% since 2023 across 2 plan years on file. More Educational Services plans