Other · DOL Form 5500 · 2023
Southwestern Vermont Health Care Retirement Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 1,235
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $57,443
- Avg per participant Low balance/head
Official DOL plan name: Southwestern Vermont Health Care 403(b) Retirement Savings Plan · Sponsored by Southwestern Vermont Health Care · Vermont · Healthcare & Social Assistance
$71M in assets, 1,235 participants
Southwestern Vermont Health Care's Southwestern Vermont Health Care 403(b) Retirement Savings Plan reported $71M in total assets and 1,235 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,990 in Healthcare & Social Assistance (17,684 peers)
Coverage in Vermont
Southwestern Vermont Health Care 403(b) Retirement Savings Plan covers 1,235 participants in Vermont, 5.0x the typical Vermont plan (state average ~245 per filing). Assets: $71M.
- #15,990
- in Healthcare & Social Assistance (17,684 peers)
- +16.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Southwestern Vermont Health Care 403(b) Retirement Savings Plan's outsized position by total assets
Southwestern Vermont Health Care 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,942,642 Top 11% higher than 89% 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
Southwestern Vermont Health Care 403(b) Retirement Savings 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. Southwestern Vermont Health Care 403(b) Retirement Savings Plan lands in the large band (1,235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2022 filing to $71M in the plan year 2023 filing.
DOL schedule card
Filing strip 030179435 · Southwestern Vermont Health Care PY 2023 · Other
Southwestern Vermont Health Care 403(b) Retirement Savings Plan · $71M · 1,235 · 89th
- 5500 $71M
- ASSETS 1,235
- PCT 89th
- EIN Other
- RANK near California Western School of Law Defined Contribution Retirement Plan
- PHOTO ind #15990
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 →
Southwestern Vermont Health Care 403(b) Retirement Savings Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $10M |
| Employer EIN | 030179435 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Vermont Health Care)
Sponsor-wide plan assets over time
All Southwestern Vermont Health Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 32.072207451202146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,246 | $61M |
| 2023 | 1 | 1,235 | $71M |
| 2024 | 1 | 1,200 | $80M |
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
Southwestern Vermont Health Care 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is California Western School of Law Defined Contribution Retirement Plan in CA ($71M); by covered participants it is Laborers District Council Defined Contribution Retirement Plan in MD (1,235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,235 participants); asset peers above are excluded.
- Laborers District Council Defined Contribution Retirement Plan (MD) 1,235 · 0 off
- Milton Hershey School Group Supplemental Retirement Plan (PA) 1,234 · 1 off
- Altapointe Healthcare Management 403(b) Plan (AL) 1,234 · 1 off
- The Auburn Community Hospital Retirement Savings Plan (NY) 1,232 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.