401(k) · DOL Form 5500 · 2023

Vermont Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
110
Participants Small participant base
53rd
Percentile by assets National rank
$71,388
Avg per participant Below avg balance/head
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Official DOL plan name: Vermont Mechanical, Inc. 401(k) Plan and Trust · Sponsored by Vermont Mechanical, Inc. · Vermont · Construction

$8M in assets, 110 participants

Vermont Mechanical, Inc.'s Vermont Mechanical, Inc. 401(k) Plan and Trust reported $8M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,676 in Construction (9,030 peers)

Coverage in Vermont

Vermont Mechanical, Inc. 401(k) Plan and Trust covers 110 participants in Vermont, about 45% of the average Vermont filer (state average ~245 per filing). Assets: $8M.

#4,676
in Construction (9,030 peers)
+17.5%
assets growth YoY

Vermont Mechanical, Inc. 401(k) Plan and Trust's mid-pack asset rank among Construction and all filers

Vermont Mechanical, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$7,852,625 Top 47% higher than 53% 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 Mechanical, Inc. 401(k) Plan and Trust 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. Vermont Mechanical, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Mechanical, Inc. 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Vermont Mechanical, Inc. 401(k) Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Vermont Mechanical, Inc. 401(k) Plan and Trust reported participants fell from 113 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030313242 · Vermont Mechanical, Inc. PY 2023 · 401(k)

Vermont Mechanical, Inc. 401(k) Plan and Trust · $8M · 110 · 53rd

  • EIN $8M
  • RANK 110
  • PHOTO 53rd
  • IND 401(k)
  • EOY near Gardaworld Federal Services 401(k) Plan
  • 5500 ind #4676

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 Construction retirement plans → · Plans in Vermont →

Vermont Mechanical, Inc. 401(k) Plan and Trust in the asset neighbourhood

Vermont Mechanical, Inc. 401(k) Plan and TrustVermont Mechanical, Inc. 401…$8MGardaworld Federal Services 401(k) PlanGardaworld Federal Services …$8MRetractable Technologies, Inc. 401(k) PlanRetractable Technologies, In…$8MSt. Croix Retirement Savings PlanSt. Croix Retirement Savings…$8MWillis Enterprises, Inc. 401(k) P/S PlanWillis Enterprises, Inc. 401…$8M
End-of-year total assets ($M) among Vermont Mechanical, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN030313242
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Mechanical, Inc.)

Sponsor-wide plan assets over time

All Vermont Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 37.85555147076434% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.68M $9.21M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 113 $7M
2023 1 110 $8M
2024 1 102 $9M

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Vermont Mechanical, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Vermont Mechanical, Inc. 401(k) Plan and Trust, Total assets ($B): 0.007852625 · Participants: 110Vermont Mechanical, Inc. 401(k) Plan and TrustThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Vermont Mechanical, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Mechanical, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Vermont Mechanical, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Gardaworld Federal Services 401(k) Plan in VA ($8M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Vermont Mechanical, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Vermont Mechanical, Inc. 401(k) Plan and Trust grew sharply - up 17.5% during 2023, from $7M to $8M. Reported net income was $1M.
How have Vermont Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Mechanical, Inc.'s sponsor-wide assets grew 37.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Vermont Mechanical, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gardaworld Federal Services 401(k) Plan in VA ($8M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Mechanical, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 030313242.

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.