401(k) · DOL Form 5500 · 2023
Vermont State Employees Association, Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $196,220
- Avg per participant Above avg balance/head
Official DOL plan name: Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan · Sponsored by Vermont State Employees Association, Inc · Vermont · Other Services
$4M in assets, 21 participants
Vermont State Employees Association, Inc's Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #4,988 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan ranks #4,988 of 7,857 2023 filers by assets (487% of the sector average)-$4M for 21 participants.
- #4,988
- in Other Services (7,857 peers)
- +28.2%
- assets growth YoY
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,120,610 41st percentile higher than 41% 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
Vermont State Employees Association, Inc. 401(k) Profit Sharing 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 State Employees Association, Inc. 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan reported net income rose from -$363K in the plan year 2022 filing to $907K in the plan year 2023 filing.
- Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 030187599 · Vermont State Employees Association, Inc PY 2023 · 401(k)
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan · $4M · 21 · 41st
- PART $4M
- TYPE 21
- NET 41st
- BOOK 401(k)
- VS-ST near Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust
- BOY ind #4988
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 Other Services retirement plans → · Plans in Vermont →
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $907K |
| Employer EIN | 030187599 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vermont State Employees Association, Inc)
Sponsor-wide plan assets over time
All Vermont State Employees Association, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 47.244886623710705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $3M |
| 2023 | 1 | 21 | $4M |
| 2024 | 1 | 18 | $5M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Techo-Bloc Corp 401(k) Profit Sharing Plan and Trust in PA ($4M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.