Profit Sharing · DOL Form 5500 · 2023

University of Vermont and State Agricultural College Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
76
Participants Small participant base
69th
Percentile by assets National rank
$212,890
Avg per participant Above avg balance/head
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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.

  • #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.

#1,914
in Educational Services (3,735 peers)
+16.9%
assets growth YoY

University of Vermont Foundation 403(b) Plan's outsized position by total assets

University of Vermont Foundation 403(b) Plan vs every filed plan by assets

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

$16,179,650 Top 31% higher than 69% 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

University of Vermont Foundation 403(b) 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. University of Vermont Foundation 403(b) Plan is a small filing (76 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 451556038 · University of Vermont and State Agricultural College Foundation, Inc. PY 2023 · Profit Sharing

University of Vermont Foundation 403(b) Plan · $16M · 76 · 69th

  • IND $16M
  • IND 76
  • IND 69th
  • IND Profit Sharing
  • IND near Margaret Mary Health Retirement Plan
  • IND ind #1914

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 Educational Services retirement plans → · Plans in Vermont →

University of Vermont Foundation 403(b) Plan in the asset neighbourhood

Jacque J. Sokolov, Inc. Profit Sharing PlanJacque J. Sokolov, Inc. Prof…$16MUniversity of Vermont Foundation 403(b) PlanUniversity of Vermont Founda…$16MMargaret Mary Health Retirement PlanMargaret Mary Health Retirem…$16MVan Den Berg Management I, Inc. Profit Sharing Plan and TrustVan Den Berg Management I, I…$16MHga Supplemental Profit Sharing PlanHga Supplemental Profit Shar…$16M
End-of-year total assets ($M) among University of Vermont Foundation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

University of Vermont and State Agricultural College Foundation, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All University of Vermont and State Agricultural College Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 3.2081534520215205% vs 2023
2024 filing year
$16M$16.2M$16.4M$16.6M$16.8M 20232024 $16.2M $16.7M ▲ +3.2%
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 EIN451556038
Plan Effective Date2012-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 050010001500 050100150 Total assets ($M) Participants University of Vermont Foundation 403(b) Plan, Total assets ($M): 16.17965 · Participants: 76University of Vermont Foundation 403(b) PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 109.174879 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Academy 403(b)PlanAspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Learning, Inc. 403(b) PlanThe Putney School 403-B Plan, Total assets ($M): 19.72566 · Participants: 82The Putney School 403-B Plan
University of Vermont Foundation 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare University of Vermont Foundation 403(b) Plan side-by-side with 3 peers →

University of Vermont Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is Margaret Mary Health Retirement Plan in IN ($16M); by covered participants it is The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan in WY (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 University of Vermont Foundation 403(b) Plan assets move in 2023? ▼
University of Vermont Foundation 403(b) Plan grew sharply - up 16.9% during 2023, from $14M to $16M. Reported net income was $2M.
How have University of Vermont and State Agricultural College Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), University of Vermont and State Agricultural College Foundation, Inc.'s sponsor-wide assets grew 3.2%, from $16M to $17M.
Which Profit Sharing plans are similar in size to University of Vermont Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Margaret Mary Health Retirement Plan in IN ($16M, 660 participants).
Which Profit Sharing plans cover a similar participant headcount to University of Vermont Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Community Health Center of Central Wyoming, Inc. Defined Contribution Plan in WY (76 participants, $4M 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 451556038.

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.