Other · DOL Form 5500 · 2022
Northwestern Counseling and Support Services, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 452
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $59,442
- Avg per participant Low balance/head
Official DOL plan name: Northwestern Counseling and Support Services Tax Deferred Annuity · Sponsored by Northwestern Counseling and Support Services, Inc. · Vermont · Healthcare & Social Assistance
$27M in assets, 452 participants
Northwestern Counseling and Support Services, Inc.'s Northwestern Counseling and Support Services Tax Deferred Annuity reported $27M in total assets and 452 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,898 in Healthcare & Social Assistance (20,060 peers)
Where Northwestern Counseling and Support Services Tax Deferred Annuity sits by assets
Northwestern Counseling and Support Services Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $27M for 452 participants (~$59,442/participant), down 14.9% in 2022.
- #16,898
- in Healthcare & Social Assistance (20,060 peers)
- -14.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northwestern Counseling and Support Services Tax Deferred Annuity's outsized position by total assets
Northwestern Counseling and Support Services Tax Deferred Annuity vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,867,688 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Northwestern Counseling and Support Services Tax Deferred Annuity among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northwestern Counseling and Support Services Tax Deferred Annuity sits mid-pack in the medium band (452 participants).
Published 5500 schedule card
Filing strip 030210542 · Northwestern Counseling and Support Services, Inc. PY 2022 · Other
Northwestern Counseling and Support Services Tax Deferred Annuity · $27M · 452 · 81st
- ASSETS $27M
- ASSETS 452
- ASSETS 81st
- ASSETS Other
- ASSETS near The Nueva School Defined Contribution Retirement Plan
- ASSETS ind #16898
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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →
Northwestern Counseling and Support Services Tax Deferred Annuity in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 030210542 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Counseling and Support Services, Inc.)
Sponsor-wide plan assets over time
All Northwestern Counseling and Support Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 37.3232188791235% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $27M |
| 2023 | 1 | 465 | $32M |
| 2024 | 1 | 455 | $37M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $269M · 1,039
- Rutland Regional Health Services Retirement Savings Plan $223M · 1,754
- Norwich University Defined Contribution Retirement Plan $154M · 929
- World Learning, Inc. Retirement Plan $80M · 447
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan $61M · 1,227
Northwestern Counseling and Support Services Tax Deferred Annuity's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is The Nueva School Defined Contribution Retirement Plan in CA ($27M); by covered participants it is Rehabilitation Hospital of the Pacific 403b Retirement Savings Plan in HI (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (452 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.