Money Purchase · DOL Form 5500 · 2023

President & Fellows of Middlebury College Money Purchase Plan

Data updated 2026-08-25

$516M
Total assets Above avg plan size
1,661
Participants Near avg headcount
97th
Percentile by assets National rank
$310,636
Avg per participant High balance/head
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Official DOL plan name: Middlebury College Core Retirement Plan · Sponsored by President & Fellows of Middlebury College · Vermont · Educational Services

$516M in assets, 1,661 participants

President & Fellows of Middlebury College's Middlebury College Core Retirement Plan reported $516M in total assets and 1,661 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,602 in Educational Services (3,735 peers)

Coverage in Vermont

Middlebury College Core Retirement Plan covers 1,661 participants in Vermont, 6.8x the typical Vermont plan (state average ~245 per filing). Assets: $516M.

#3,602
in Educational Services (3,735 peers)
+13.3%
assets growth YoY
5.2×
vs typical plan assets (national mean)

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

Middlebury College Core Retirement Plan vs every filed plan by assets

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

$515,966,322 Top 3% higher than 97% 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 Core 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 Core Retirement Plan lands in the large band (1,661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middlebury College Core Retirement Plan reported net income rose from -$69M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Middlebury College Core Retirement Plan end-of-year assets rose from $455M in the plan year 2022 filing to $516M 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 · Money Purchase

Middlebury College Core Retirement Plan · $516M · 1,661 · 97th

  • ASSETS $516M
  • ASSETS 1,661
  • ASSETS 97th
  • ASSETS Money Purchase
  • ASSETS near IBEW Local 595 Money Purchase Pension Plan
  • ASSETS ind #3602

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 Core Retirement Plan in the asset neighbourhood

IBEW Local 595 Money Purchase Pension PlanIBEW Local 595 Money Purchas…$524MMiddlebury College Core Retirement PlanMiddlebury College Core Reti…$516MMoney Purchase Pension Plan of Wake Forest University Health SciencesMoney Purchase Pension Plan …$504MBay Area Painters & Tapers Annuity FundBay Area Painters & Tapers A…$504MKaiser Permanente Washington Defined Contribution PlanKaiser Permanente Washington…$504M
End-of-year total assets ($M) among Middlebury College Core Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$455M
Net Assets (End of Year)$516M
Net Income$61M
Employer EIN030179298
Plan Effective Date1985-07-01
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 Money Purchase Plans in Vermont

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

Middlebury College Core Retirement Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants Scatter plot of 5 data points. -5000500100015002000 -2000200400600 Total assets ($M) Participants Middlebury College Core Retirement Plan, Total assets ($M): 515.966322 · Participants: 1661Middlebury College Core Retirement PlanI.B.E.W. Local 300 - Unit 1 Pension Plan, Total assets ($M): 37.313993 · Participants: 167I.B.E.W. Local 300 - Unit 1 Pension PlanBrattleboro Memorial Hospital Money Purchase Pension Plan and Trust, Total assets ($M): 27.130993 · Participants: 439Brattleboro Memorial Hospital Money Purchase Pension Plan and TrustOuellette Plumbing & Heating Money Accumulation Plan, Total assets ($M): 0.223802 · Participants: 4Ouellette Plumbing & Heating Money Accumulation PlanNorthwestern Medical Center, Inc. Money Purchase Pension Plan, Total assets ($M): 0.000276 · Participants: 453Northwestern Medical Center, Inc. Money Purchase Pension Plan
Middlebury College Core Retirement Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
Compare Middlebury College Core Retirement Plan side-by-side with 3 peers →

Middlebury College Core Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Vermont, the nearest Money Purchase by assets is IBEW Local 595 Money Purchase Pension Plan in CA ($524M); by covered participants it is Greater Texas IBEW NECA Annuity Plan in TX (1,683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,661 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 Core Retirement Plan assets move in 2023? ▼
Middlebury College Core Retirement Plan grew at a solid clip - up 13.3% during 2023, from $455M to $516M. Reported net income was $61M.
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 Core Retirement Plan rank by assets among Form 5500 filers? ▼
Middlebury College Core Retirement Plan ranks in the 97th 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 Money Purchase plans are similar in size to Middlebury College Core Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local 595 Money Purchase Pension Plan in CA ($524M, 1,709 participants).
Which Money Purchase plans cover a similar participant headcount to Middlebury College Core Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Greater Texas IBEW NECA Annuity Plan in TX (1,683 participants, $146M 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.