Other · DOL Form 5500 · 2023

Northwestern Counseling and Support Services, Inc. Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
465
Participants Below avg headcount
80th
Percentile by assets National rank
$69,736
Avg per participant Below avg balance/head
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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

$32M in assets, 465 participants

Northwestern Counseling and Support Services, Inc.'s Northwestern Counseling and Support Services Tax Deferred Annuity reported $32M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,710 in Healthcare & Social Assistance (17,684 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, $32M for 465 participants (~$69,736/participant), up 20.7% in 2023.

#14,710
in Healthcare & Social Assistance (17,684 peers)
+20.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$32,427,387 Top 20% higher than 80% 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

Northwestern Counseling and Support Services Tax Deferred Annuity 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. Northwestern Counseling and Support Services Tax Deferred Annuity sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northwestern Counseling and Support Services Tax Deferred Annuity reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Northwestern Counseling and Support Services Tax Deferred Annuity end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Northwestern Counseling and Support Services Tax Deferred Annuity reported participants rose from 452 in the plan year 2022 filing to 465 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030210542 · Northwestern Counseling and Support Services, Inc. PY 2023 · Other

Northwestern Counseling and Support Services Tax Deferred Annuity · $32M · 465 · 80th

  • PCT $32M
  • PCT 465
  • PCT 80th
  • PCT Other
  • PCT near Open Sky Community Services, Inc. Tax-Deferred Annuity Plan
  • PCT ind #14710

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

Atlanta Speech School, Inc. Retirement PlanAtlanta Speech School, Inc. …$32MAuthoracare Collective 403(b) Retirement Savings PlanAuthoracare Collective 403(b…$32MOpen Sky Community Services, Inc. Tax-Deferred Annuity PlanOpen Sky Community Services,…$32MNorthwestern Counseling and Support Services Tax Deferred AnnuityNorthwestern Counseling and …$32MPathfinder International Retirement PlanPathfinder International Ret…$32M
End-of-year total assets ($M) among Northwestern Counseling and Support Services Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN030210542
Plan Effective Date1982-01-01
Filing StatusFILING 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
$25M$30M$35M$40M 202220232024 $26.9M $36.9M ▲ +37.3%
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 0100200300400 Total assets ($M) Participants Northwestern Counseling and Support Services Tax Deferred Annuity, Total assets ($M): 32.427387 · Participants: 465Northwestern Counseling and Support Services Tax Deferred AnnuityMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
Northwestern Counseling and Support Services Tax Deferred Annuity vs. nearby Other plans in Vermont, assets vs. participants
Compare Northwestern Counseling and Support Services Tax Deferred Annuity side-by-side with 3 peers →

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 Open Sky Community Services, Inc. Tax-Deferred Annuity Plan in MA ($32M); by covered participants it is The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in NY (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.

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 Northwestern Counseling and Support Services Tax Deferred Annuity assets move in 2023? ▼
Northwestern Counseling and Support Services Tax Deferred Annuity grew sharply - up 20.7% during 2023, from $27M to $32M. Reported net income was $6M.
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 80th 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 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 Open Sky Community Services, Inc. Tax-Deferred Annuity Plan in MA ($32M, 1,283 participants).
Which Other plans cover a similar participant headcount to Northwestern Counseling and Support Services Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in NY (465 participants, $84M 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 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.