Other · DOL Form 5500 · 2023
Clara Martin Center Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 167
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $34,999
- Avg per participant Low balance/head
Official DOL plan name: Clara Martin Center 403(b) Plan · Sponsored by Clara Martin Center · Vermont · Healthcare & Social Assistance
$6M in assets, 167 participants
Clara Martin Center's Clara Martin Center 403(b) Plan reported $6M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,203 in Healthcare & Social Assistance (17,684 peers)
Clara Martin Center multi-year trail
Clara Martin Center's plans moved +40.8% in assets from 2022 to 2024; this filing shows Clara Martin Center 403(b) Plan at $6M / 167 participants.
- #9,203
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
Clara Martin Center 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Clara Martin Center 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,844,907 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Clara Martin Center 403(b) 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. Clara Martin Center 403(b) Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clara Martin Center 403(b) Plan reported net income rose from -$824K in the plan year 2022 filing to $897K in the plan year 2023 filing.
- Clara Martin Center 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Clara Martin Center 403(b) Plan reported participants fell from 177 in the plan year 2022 filing to 167 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 030220733 · Clara Martin Center PY 2023 · Other
Clara Martin Center 403(b) Plan · $6M · 167 · 47th
- VS-ST $6M
- BOY 167
- SCH 47th
- EBSA Other
- PART near The Heritage Community of Kalamazoo 403 (B) Plan
- TYPE ind #9203
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 →
Clara Martin Center 403(b) Plan in the asset neighbourhood
Clara Martin Center multi-year asset trail
Sponsor-wide plan assets over time
All Clara Martin Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 40.838557304683434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $5M |
| 2023 | 1 | 167 | $6M |
| 2024 | 1 | 216 | $7M |
Clara Martin Center filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $897K |
| Employer EIN | 030220733 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $294M · 1,104
- Rutland Regional Health Services Retirement Savings Plan $260M · 1,787
- Norwich University Defined Contribution Retirement Plan $170M · 1,126
- World Learning, Inc. Retirement Plan $89M · 464
- Northwestern Medical Center, Inc. 403(b) Plan $80M · 709
Clara Martin Center 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is The Heritage Community of Kalamazoo 403 (B) Plan in MI ($6M); by covered participants it is Bethel College DC Plan in KS (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Bethel College DC Plan (KS) 167 · 0 off
- The Posse Foundation Retirement Savings Plan (NY) 167 · 0 off
- Broadway Services Inc. Retirement Plan (LA) 167 · 0 off
- Tyrone Hospital 403(b) Plan (PA) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.