Defined Benefit (Pension) · DOL Form 5500 · 2023

Vermont Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
80
Participants Small participant base
87th
Percentile by assets National rank
$749,337
Avg per participant High balance/head
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Official DOL plan name: Vermont Mutual Insurance Company Employees' Pension Plan · Sponsored by Vermont Mutual Insurance Company · Vermont · Finance & Insurance

$60M in assets, 80 participants

Vermont Mutual Insurance Company's Vermont Mutual Insurance Company Employees' Pension Plan reported $60M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,138 in Finance & Insurance (8,869 peers)

Where Vermont Mutual Insurance Company Employees' Pension Plan sits by assets

Vermont Mutual Insurance Company Employees' Pension Plan sits in the top quartile of all filed plans by assets, $60M for 80 participants (~$749,337/participant), up 4.8% in 2023.

#7,138
in Finance & Insurance (8,869 peers)
+4.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Vermont Mutual Insurance Company Employees' Pension Plan's outsized position by total assets

Vermont Mutual Insurance Company Employees' Pension Plan vs every filed plan by assets

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

$59,946,958 Top 13% higher than 87% 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 Employees' Pension 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. Vermont Mutual Insurance Company Employees' Pension Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Mutual Insurance Company Employees' Pension Plan reported net income rose from -$21M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Vermont Mutual Insurance Company Employees' Pension Plan end-of-year assets rose from $57M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Vermont Mutual Insurance Company Employees' Pension Plan reported participants fell from 83 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030164650 · Vermont Mutual Insurance Company PY 2023 · Defined Benefit (Pension)

Vermont Mutual Insurance Company Employees' Pension Plan · $60M · 80 · 87th

  • PART $60M
  • TYPE 80
  • NET 87th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan
  • BOY ind #7138

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 Employees' Pension Plan in the asset neighbourhood

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups ThereofAmerican Legion Retirement P…$60MVermont Mutual Insurance Company Employees' Pension PlanVermont Mutual Insurance Com…$60MMachinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement PlanMachinery Movers, Riggers & …$60MInt'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan AgreementInt'l Assoc. of S.M.a.R.T. W…$60MLibbey Salaried Cash Balance Pension PlanLibbey Salaried Cash Balance…$60M
End-of-year total assets ($M) among Vermont Mutual Insurance Company Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$60M
Net Income$3M
Employer EIN030164650
Plan Effective Date1951-01-01
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 Defined Benefit (Pension) Plans in Vermont

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Vermont Mutual Insurance Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. 02004006008001000 0100200300400 Total assets ($M) Participants Vermont Mutual Insurance Company Employees' Pension Plan, Total assets ($M): 59.946958 · Participants: 80Vermont Mutual Insurance Company Employees' Pension PlanNational Life Group Pension Plan for Employees, Total assets ($M): 322.826507 · Participants: 789National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 144.600053 · Participants: 230Employees' Retirement Plan of Green Mountain Power CorporationCentral Vermont Medical Center Employees Pension Plan, Total assets ($M): 98.336256 · Participants: 451Central Vermont Medical Center Employees Pension PlanNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 65.512531 · Participants: 311Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontVermont Electric Power Company Pension Plan, Total assets ($M): 27.727395 · Participants: 52Vermont Electric Power Company Pension Plan
Vermont Mutual Insurance Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare Vermont Mutual Insurance Company Employees' Pension Plan side-by-side with 3 peers →

Vermont Mutual Insurance Company Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan in IL ($60M); by covered participants it is Bangor Hydro Electric Company Pension Plan in ME (80 participants). Same-state nearby plans are listed separately above.

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 Employees' Pension Plan assets move in 2023? ▼
Vermont Mutual Insurance Company Employees' Pension Plan edged up modestly - up 4.8% during 2023, from $57M to $60M. Reported net income was $3M.
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 Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Vermont Mutual Insurance Company Employees' Pension Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Vermont Mutual Insurance Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan in IL ($60M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vermont Mutual Insurance Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bangor Hydro Electric Company Pension Plan in ME (80 participants, $124M 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.