Other · DOL Form 5500 · 2023
Saint Michaels College Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $75,887
- Avg per participant Below avg balance/head
Official DOL plan name: Saint Michael's College 403(b) Transfer Plan · Sponsored by Saint Michaels College · Vermont · Educational Services
$5M in assets, 62 participants
Saint Michaels College's Saint Michael's College 403(b) Transfer Plan reported $5M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,070 in Educational Services (3,735 peers)
Saint Michaels College multi-year trail
Saint Michaels College's plans moved +20.6% in assets from 2022 to 2024; this filing shows Saint Michael's College 403(b) Transfer Plan at $5M / 62 participants.
- #1,070
- in Educational Services (3,735 peers)
- +4.7%
- assets growth YoY
Saint Michael's College 403(b) Transfer Plan's mid-pack asset rank among Educational Services and all filers
Saint Michael's College 403(b) Transfer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,704,969 43rd percentile higher than 43% 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
Saint Michael's College 403(b) Transfer 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. Saint Michael's College 403(b) Transfer Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Michael's College 403(b) Transfer Plan reported net income rose from -$1M in the plan year 2022 filing to $212K in the plan year 2023 filing.
- Saint Michael's College 403(b) Transfer Plan reported participants fell from 72 in the plan year 2022 filing to 62 in the plan year 2023 filing.
- Saint Michael's College 403(b) Transfer Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 030179403 · Saint Michaels College PY 2023 · Other
Saint Michael's College 403(b) Transfer Plan · $5M · 62 · 43rd
- EOY $5M
- EOY 62
- EOY 43rd
- EOY Other
- EOY near Houchin Community Blood Bank 403(b) Retirement Plan
- EOY ind #1070
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 Educational Services retirement plans → · Plans in Vermont →
Saint Michael's College 403(b) Transfer Plan in the asset neighbourhood
Saint Michaels College multi-year asset trail
Sponsor-wide plan assets over time
All Saint Michaels College plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 20.61525612619968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 989 | $85M |
| 2023 | 2 | 956 | $95M |
| 2024 | 2 | 943 | $102M |
Saint Michaels College filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $212K |
| Employer EIN | 030179403 |
| Plan Effective Date | 2007-04-01 |
| 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
Saint Michael's College 403(b) Transfer Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Houchin Community Blood Bank 403(b) Retirement Plan in CA ($5M); by covered participants it is The Amfar 403(b) Retirement Plan in NY (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- The Amfar 403(b) Retirement Plan (NY) 62 · 0 off
- Food & Friends, Inc. Retirement Plan (DC) 62 · 0 off
- Saddle River Day School DC and Tda Retirement Plan (NJ) 62 · 0 off
- The Gillen Brewer School Retirement Plan (NY) 62 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.