Other · DOL Form 5500 · 2023

President & Fellows of Middlebury College Retirement Plan

Data updated 2026-08-25

$294M
Total assets Near avg plan size
1,104
Participants Near avg headcount
96th
Percentile by assets National rank
$266,248
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Middlebury College Voluntary Retirement Plan · Sponsored by President & Fellows of Middlebury College · Vermont · Educational Services

$294M in assets, 1,104 participants

President & Fellows of Middlebury College's Middlebury College Voluntary Retirement Plan reported $294M in total assets and 1,104 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,500 in Educational Services (3,735 peers)

Coverage in Vermont

Middlebury College Voluntary Retirement Plan covers 1,104 participants in Vermont, 4.5x the typical Vermont plan (state average ~245 per filing). Assets: $294M.

#3,500
in Educational Services (3,735 peers)
+9.1%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Middlebury College Voluntary Retirement Plan's outsized position by total assets

Middlebury College Voluntary Retirement Plan vs every filed plan by assets

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

$293,937,464 Top 4% higher than 96% 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

Middlebury College Voluntary Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlebury College Voluntary Retirement Plan lands in the large band (1,104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middlebury College Voluntary Retirement Plan reported net income rose from -$43M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Middlebury College Voluntary Retirement Plan end-of-year assets rose from $269M in the plan year 2022 filing to $294M in the plan year 2023 filing.
  • Middlebury College Voluntary Retirement Plan reported participants rose from 1,039 in the plan year 2022 filing to 1,104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030179298 · President & Fellows of Middlebury College PY 2023 · Other

Middlebury College Voluntary Retirement Plan · $294M · 1,104 · 96th

  • BOOK $294M
  • BOOK 1,104
  • BOOK 96th
  • BOOK Other
  • BOOK near Retirement Income Plan of Englewood Hospital & Medical Center
  • BOOK ind #3500

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 Educational Services retirement plans → · Plans in Vermont →

Middlebury College Voluntary Retirement Plan in the asset neighbourhood

Azusa Pacific University Defined Contribution PlanAzusa Pacific University Def…$294MRetirement Income Plan of Englewood Hospital & Medical CenterRetirement Income Plan of En…$294MMiddlebury College Voluntary Retirement PlanMiddlebury College Voluntary…$294MUniversity of New Haven Retirement and 403(b) Savings PlanUniversity of New Haven Reti…$293MBon Secours Charity Health System Tax Sheltered Annuity PlanBon Secours Charity Health S…$292M
End-of-year total assets ($M) among Middlebury College Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$294M
Net Income$25M
Employer EIN030179298
Plan Effective Date1973-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (President & Fellows of Middlebury College)

Sponsor-wide plan assets over time

All President & Fellows of Middlebury College plans reported in each filing year

Latest sponsor-wide plan assets
$885M 22.154045008158082% vs 2022
2024 filing year
$700M$750M$800M$850M$900M$950M 202220232024 $725M $885M ▲ +22.2%
Year Plans Participants Total Assets
2022 2 2,697 $725M
2023 2 2,765 $810M
2024 2 2,528 $885M

Nearby Other Plans in Vermont

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

Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 50100150200250300350 Total assets ($M) Participants Middlebury College Voluntary Retirement Plan, Total assets ($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) PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 70.942642 · Participants: 1235Southwestern Vermont Health Care 403(b) Retirement Savings Plan
Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Middlebury College Voluntary Retirement Plan side-by-side with 3 peers →

Middlebury College Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Retirement Income Plan of Englewood Hospital & Medical Center in NJ ($294M); by covered participants it is Bid Group Holdings (US) Inc. 401(k) Plan in SC (1,106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,104 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 Middlebury College Voluntary Retirement Plan assets move in 2023? ▼
Middlebury College Voluntary Retirement Plan grew at a solid clip - up 9.1% during 2023, from $269M to $294M. Reported net income was $25M.
How have President & Fellows of Middlebury College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), President & Fellows of Middlebury College's sponsor-wide assets grew 22.2%, from $725M to $885M.
Where does Middlebury College Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼
Middlebury College Voluntary Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Middlebury College Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Income Plan of Englewood Hospital & Medical Center in NJ ($294M, 3,269 participants).
Which Other plans cover a similar participant headcount to Middlebury College Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bid Group Holdings (US) Inc. 401(k) Plan in SC (1,106 participants, $26M 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 030179298.

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.