Other · DOL Form 5500 · 2022

Northwestern Counseling and Support Services, Inc. Retirement Plan

Data updated 2026-08-11

$27M
Total assets
452
Participants
81st
Percentile by assets
$59,442
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
452
covered participants
81st
percentile by assets (of 139,126 plans)
$59,442
avg assets per participant

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.

Where Northwestern Counseling and Support Services Tax Deferred Annuity sits 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

This plan $0 $2,010,000,000 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 2022

State
Vermont
Industry
Healthcare & Social Assistance

Northwestern Counseling and Support Services Tax Deferred Annuity vs the 2022 asset distribution

By assets, Northwestern Counseling and Support Services Tax Deferred Annuity outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN030210542
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northwestern Counseling and Support Services, Inc.)

$25M$30M$35M$40M 202220232024 $26.9M $36.9M ▲ +37.3%
Total plan assets by year, all Northwestern Counseling and Support Services, Inc. plans on file
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.

Northwestern Counseling and Support Services Tax Deferred Annuity vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300 Total assets ($M) Participants Northwestern Counsel…, Total assets ($M): 26.867688 · Participants: 452Northwestern Counsel…Middlebury College V…, Total assets ($M): 269.425824 · Participants: 1039Middlebury College V…Rutland Regional Hea…, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Hea…Norwich University D…, Total assets ($M): 154.371749 · Participants: 929Norwich University D…World Learning, Inc.…, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc.…Southwestern Vermont…, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont…
Northwestern Counseling and Support Services Tax Deferred Annuity vs. nearby Other plans in Vermont, assets vs. participants
Compare Northwestern Counseling and Support Serv… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Northwestern Counseling and Support Services Tax Deferred Annuity by total assets, not by location.

Frequently Asked Questions

How did Northwestern Counseling and Support Services Tax Deferred Annuity assets move in 2022? ▼
Northwestern Counseling and Support Services Tax Deferred Annuity pulled back noticeably - down 14.9% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Northwestern Counseling and Support Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northwestern Counseling and Support Services, Inc.'s sponsor-wide assets grew 37.3%, from $27M to $37M.
Where does Northwestern Counseling and Support Services Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
Northwestern Counseling and Support Services Tax Deferred Annuity ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Northwestern Counseling and Support Services Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is The Nueva School Defined Contribution Retirement Plan in CA ($27M, 230 participants).

Next read for Northwestern Counseling and Support Serv…

Scale reading

Ways to act on Northwestern Counseling and Support Services Tax Deferred Annuity's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030210542.

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.