Other · DOL Form 5500 · 2023

Northwestern Counseling and Support Services, Inc. Retirement Plan

Data updated 2026-08-11

$32M
Total assets
465
Participants
80th
Percentile by assets
$69,736
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

$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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$32M
total plan assets (2023 EOY)
465
covered participants
80th
percentile by assets (of 127,072 plans)
$69,736
avg assets per participant

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 2023 · DOL Form 5500

$32,427,387 Top 20% higher than 80% of 127,068 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 2023

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 →

State
Vermont
Industry
Healthcare & Social Assistance

Northwestern Counseling and Support Services Tax Deferred Annuity vs the 2023 asset distribution

By assets, Northwestern Counseling and Support Services Tax Deferred Annuity outranks 80% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$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 0100200300400 Total assets ($M) Participants Northwestern Counsel…, Total assets ($M): 32.427387 · Participants: 465Northwestern Counsel…Middlebury College V…, Total assets ($M): 293.937464 · Participants: 1104Middlebury College V…Rutland Regional Hea…, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Hea…Norwich University D…, Total assets ($M): 170.239839 · Participants: 1126Norwich University D…World Learning, Inc.…, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc.…Northwestern Medical…, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical…
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 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).

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 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.