Other · DOL Form 5500 · 2023
North Country Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 612
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $109,755
- Avg per participant Below avg balance/head
Official DOL plan name: North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan · Sponsored by North Country Health System, Inc. · Vermont · Healthcare & Social Assistance
$67M in assets, 612 participants
North Country Health System, Inc.'s North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan reported $67M in total assets and 612 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #15,904 in Healthcare & Social Assistance (17,684 peers)
Coverage in Vermont
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan covers 612 participants in Vermont, 2.5x the typical Vermont plan (state average ~245 per filing). Assets: $67M.
- #15,904
- in Healthcare & Social Assistance (17,684 peers)
- +17.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan's outsized position by total assets
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$67,170,227 Top 12% higher than 88% 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
North Country Health System, Inc. Contributory Tax Sheltered Retirement 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. North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan sits mid-pack in the medium band (612 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan reported participants rose from 589 in the plan year 2022 filing to 612 in the plan year 2023 filing.
DOL schedule card
Filing strip 030185556 · North Country Health System, Inc. PY 2023 · Other
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan · $67M · 612 · 88th
- PART $67M
- TYPE 612
- NET 88th
- BOOK Other
- VS-ST near Sansum Clinic Match Plan
- BOY ind #15904
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 →
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $10M |
| Employer EIN | 030185556 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Country Health System, Inc.)
Sponsor-wide plan assets over time
All North Country Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 29.27356525991527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 589 | $57M |
| 2023 | 1 | 612 | $67M |
| 2024 | 1 | 639 | $74M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $294M · 1,104
- Rutland Regional Health Services Retirement Savings Plan $260M · 1,787
- Norwich University Defined Contribution Retirement Plan $170M · 1,126
- World Learning, Inc. Retirement Plan $89M · 464
- Northwestern Medical Center, Inc. 403(b) Plan $80M · 709
North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Sansum Clinic Match Plan in CA ($67M); by covered participants it is National Bureau of Economic Research Money Purchase Pension Plan in MA (612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Sansum Clinic Match Plan (CA) $67M · 1,270
- Tj Regional Health Inc. 403(b) Plan (KY) $67M · 1,371
- California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) (CA) $67M · 325
- Viewpoint Educational Foundation 403(b) (CA) $67M · 298
Similar participant headcount
Nearest other-state filings by covered participants (612 participants); asset peers above are excluded.
- National Bureau of Economic Research Money Purchase Pension Plan (MA) 612 · 0 off
- Family Health West 403b Plan (CO) 613 · 1 off
- Capital Hospice 403(b) Retirement Plan (VA) 613 · 1 off
- St. John Fisher University Retirement Plan (NY) 610 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.