401(k) · DOL Form 5500 · 2023

Vermont Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
163
Participants Small participant base
72nd
Percentile by assets National rank
$119,984
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vermont Federal Credit Union 401(k) Plan and Trust · Sponsored by Vermont Federal Credit Union · Vermont · Finance & Insurance

$20M in assets, 163 participants

Vermont Federal Credit Union's Vermont Federal Credit Union 401(k) Plan and Trust reported $20M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,196 in Finance & Insurance (8,869 peers)

Vermont Federal Credit Union multi-year trail

Vermont Federal Credit Union's plans moved +39.5% in assets from 2022 to 2024; this filing shows Vermont Federal Credit Union 401(k) Plan and Trust at $20M / 163 participants.

#5,196
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY

Vermont Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Vermont Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$19,557,338 Top 28% higher than 72% 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 Federal Credit Union 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 Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Federal Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vermont Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Vermont Federal Credit Union 401(k) Plan and Trust reported participants rose from 146 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030194663 · Vermont Federal Credit Union PY 2023 · 401(k)

Vermont Federal Credit Union 401(k) Plan and Trust · $20M · 163 · 72nd

  • BOY $20M
  • BOY 163
  • BOY 72nd
  • BOY 401(k)
  • BOY near Abbyy USA Software House, Inc. 401(k) Profit Sharing Plan
  • BOY ind #5196

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 Finance & Insurance retirement plans → · Plans in Vermont →

Vermont Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Vermont Federal Credit Union 401(k) Plan and TrustVermont Federal Credit Union…$20MAbbyy USA Software House, Inc. 401(k) Profit Sharing PlanAbbyy USA Software House, In…$20MGreat Neck Tools, Inc. 401(k) PlanGreat Neck Tools, Inc. 401(k…$20MCambridge Air Solutions Employees 401(k) Profit Sharing PlanCambridge Air Solutions Empl…$20MCiminelli Real Estate Corporation 401(k) PlanCiminelli Real Estate Corpor…$20M
End-of-year total assets ($M) among Vermont Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Vermont Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$22M 39.536045418862706% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16M $22.4M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 146 $16M
2023 1 163 $20M
2024 1 166 $22M

Vermont Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN030194663
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Vermont Federal Credit Union 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 ($B) Participants Vermont Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.019557338 · Participants: 163Vermont Federal Credit Union 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 Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Vermont Federal Credit Union 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 Abbyy USA Software House, Inc. 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Vermont Federal Credit Union 401(k) Plan and Trust grew sharply - up 22.0% during 2023, from $16M to $20M. Reported net income was $4M.
How have Vermont Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Federal Credit Union's sponsor-wide assets grew 39.5%, from $16M to $22M.
Which 401(k) plans are similar in size to Vermont Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Abbyy USA Software House, Inc. 401(k) Profit Sharing Plan in CA ($20M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 030194663.

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.