401(k) · DOL Form 5500 · 2023

Vermont Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
316
Participants Below avg headcount
88th
Percentile by assets National rank
$216,512
Avg per participant Above avg balance/head
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Official DOL plan name: Vermont Mutual Insurance Company 401(k) Plan · Sponsored by Vermont Mutual Insurance Company · Vermont · Finance & Insurance

$68M in assets, 316 participants

Vermont Mutual Insurance Company's Vermont Mutual Insurance Company 401(k) Plan reported $68M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,289 in Finance & Insurance (8,869 peers)

Where Vermont Mutual Insurance Company 401(k) Plan sits by assets

Vermont Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 316 participants (~$216,512/participant), up 20.1% in 2023.

#7,289
in Finance & Insurance (8,869 peers)
+20.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Vermont Mutual Insurance Company 401(k) Plan's outsized position by total assets

Vermont Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$68,417,692 Top 12% higher than 88% 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

Vermont Mutual Insurance Company 401(k) Plan 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. Vermont Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Mutual Insurance Company 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Vermont Mutual Insurance Company 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030164650 · Vermont Mutual Insurance Company PY 2023 · 401(k)

Vermont Mutual Insurance Company 401(k) Plan · $68M · 316 · 88th

  • VS-ST $68M
  • VS-ST 316
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Omnimax International, LLC Retirement and Savings Plan
  • VS-ST ind #7289

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 Finance & Insurance retirement plans → · Plans in Vermont →

Vermont Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Universal Property & Casualty 401(k) Profit Sharing PlanUniversal Property & Casualt…$68MInsteel Industries, Inc Retirement Savings PlanInsteel Industries, Inc Reti…$68MVermont Mutual Insurance Company 401(k) PlanVermont Mutual Insurance Com…$68MOmnimax International, LLC Retirement and Savings PlanOmnimax International, LLC R…$68MTaghleef Industries, Inc. Savings and Profit Sharing PlanTaghleef Industries, Inc. Sa…$68M
End-of-year total assets ($M) among Vermont Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$68M
Net Income$11M
Employer EIN030164650
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Mutual Insurance Company)

Sponsor-wide plan assets over time

All Vermont Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$134M 17.47906523121508% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $114M $134M ▲ +17.5%
Year Plans Participants Total Assets
2022 2 399 $114M
2023 2 396 $128M
2024 2 386 $134M

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vermont Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Vermont Mutual Insurance Company 401(k) Plan, Total assets ($B): 0.068417692 · Participants: 316Vermont Mutual Insurance Company 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Vermont Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Vermont Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Omnimax International, LLC Retirement and Savings Plan in GA ($68M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Vermont Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Vermont Mutual Insurance Company 401(k) Plan grew sharply - up 20.1% during 2023, from $57M to $68M. Reported net income was $11M.
How have Vermont Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Mutual Insurance Company's sponsor-wide assets grew 17.5%, from $114M to $134M.
Where does Vermont Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Vermont Mutual Insurance Company 401(k) Plan ranks in the 88th 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 401(k) plans are similar in size to Vermont Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omnimax International, LLC Retirement and Savings Plan in GA ($68M, 1,162 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 030164650.

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.