Other · DOL Form 5500 · 2023

Vermont Energy Investment Corporation Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
322
Participants Below avg headcount
86th
Percentile by assets National rank
$168,606
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vermont Energy Investment Corp. Tax Deferred Annuity Plan · Sponsored by Vermont Energy Investment Corporation · Vermont · Professional & Technical Services

$54M in assets, 322 participants

Vermont Energy Investment Corporation's Vermont Energy Investment Corp. Tax Deferred Annuity Plan reported $54M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,761 in Professional & Technical Services (20,321 peers)

Where Vermont Energy Investment Corp. Tax Deferred Annuity Plan sits by assets

Vermont Energy Investment Corp. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $54M for 322 participants (~$168,606/participant), up 22.1% in 2023.

#17,761
in Professional & Technical Services (20,321 peers)
+22.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Vermont Energy Investment Corp. Tax Deferred Annuity Plan's outsized position by total assets

Vermont Energy Investment Corp. Tax Deferred Annuity Plan vs every filed plan by assets

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

$54,291,288 Top 14% higher than 86% 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 Energy Investment Corp. Tax Deferred Annuity Plan 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 Energy Investment Corp. Tax Deferred Annuity Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Energy Investment Corp. Tax Deferred Annuity Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Vermont Energy Investment Corp. Tax Deferred Annuity Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Vermont Energy Investment Corp. Tax Deferred Annuity Plan reported participants rose from 284 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030304418 · Vermont Energy Investment Corporation PY 2023 · Other

Vermont Energy Investment Corp. Tax Deferred Annuity Plan · $54M · 322 · 86th

  • BOY $54M
  • SCH 322
  • EBSA 86th
  • PART Other
  • TYPE near Letourneau University 403(b) Annuity Plan
  • NET ind #17761

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 Professional & Technical Services retirement plans → · Plans in Vermont →

Vermont Energy Investment Corp. Tax Deferred Annuity Plan in the asset neighbourhood

Washington & Jefferson College Defined Contribution PlanWashington & Jefferson Colle…$54MCherokee Health Systems, Inc. Tax Deferred Retirement PlanCherokee Health Systems, Inc…$54MVermont Energy Investment Corp. Tax Deferred Annuity PlanVermont Energy Investment Co…$54MLetourneau University 403(b) Annuity PlanLetourneau University 403(b)…$54MRutgers Preparatory School Defined Contribution PlanRutgers Preparatory School D…$54M
End-of-year total assets ($M) among Vermont Energy Investment Corp. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN030304418
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Energy Investment Corporation)

Sponsor-wide plan assets over time

All Vermont Energy Investment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$62M 39.25928528461914% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.5M $61.9M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 284 $44M
2023 1 322 $54M
2024 1 345 $62M

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Vermont Energy Investment Corp. Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Vermont Energy Investment Corp. Tax Deferred Annuity Plan, Total assets ($M): 54.291288 · Participants: 322Vermont Energy Investment Corp. Tax Deferred Annuity PlanMiddlebury 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
Vermont Energy Investment Corp. Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Vermont Energy Investment Corp. Tax Deferred Annuity Plan side-by-side with 3 peers →

Vermont Energy Investment Corp. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Letourneau University 403(b) Annuity Plan in TX ($54M); by covered participants it is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Energy Investment Corp. Tax Deferred Annuity Plan assets move in 2023? ▼
Vermont Energy Investment Corp. Tax Deferred Annuity Plan grew sharply - up 22.1% during 2023, from $44M to $54M. Reported net income was $10M.
How have Vermont Energy Investment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Energy Investment Corporation's sponsor-wide assets grew 39.3%, from $44M to $62M.
Where does Vermont Energy Investment Corp. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Vermont Energy Investment Corp. Tax Deferred Annuity Plan ranks in the 86th 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 Vermont Energy Investment Corp. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Letourneau University 403(b) Annuity Plan in TX ($54M, 381 participants).
Which Other plans cover a similar participant headcount to Vermont Energy Investment Corp. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (322 participants, $60M 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 030304418.

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.