Other · DOL Form 5500 · 2023
Vail Mountain School 403(b) DC Plan Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $55,588
- Avg per participant Low balance/head
Official DOL plan name: Vail Mountain School 403(b) DC Plan · Sponsored by Vail Mountain School 403(b) DC Plan · Colorado · Educational Services
$4M in assets, 80 participants
Vail Mountain School 403(b) DC Plan's Vail Mountain School 403(b) DC Plan reported $4M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,046 in Educational Services (3,735 peers)
Vail Mountain School 403(b) DC Plan multi-year trail
Vail Mountain School 403(b) DC Plan's plans moved +155.3% in assets from 2022 to 2024; this filing shows Vail Mountain School 403(b) DC Plan at $4M / 80 participants.
- #1,046
- in Educational Services (3,735 peers)
- +18.5%
- assets growth YoY
Vail Mountain School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Vail Mountain School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,447,051 42nd percentile higher than 42% 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
Vail Mountain School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vail Mountain School 403(b) DC Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vail Mountain School 403(b) DC Plan reported net income rose from -$397K in the plan year 2022 filing to $693K in the plan year 2023 filing.
- Vail Mountain School 403(b) DC Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Vail Mountain School 403(b) DC Plan reported participants rose from 78 in the plan year 2022 filing to 80 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 840533775 · Vail Mountain School 403(b) DC Plan PY 2023 · Other
Vail Mountain School 403(b) DC Plan · $4M · 80 · 42nd
- SCH $4M
- SCH 80
- SCH 42nd
- SCH Other
- SCH near Tax Deferred Annuity Plan of Faculty-Student Association of the State University of New York at Buffalo, Inc.
- SCH ind #1046
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 Colorado →
Vail Mountain School 403(b) DC Plan in the asset neighbourhood
Vail Mountain School 403(b) DC Plan multi-year asset trail
Sponsor-wide plan assets over time
All Vail Mountain School 403(b) DC Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 155.2570872459012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $4M |
| 2023 | 1 | 80 | $4M |
| 2024 | 1 | 79 | $10M |
Vail Mountain School 403(b) DC Plan filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $693K |
| Employer EIN | 840533775 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.1B · 1,444
- Children's Hospital Colorado 403(b) Plan $898M · 8,617
- University of Denver Retirement Plan $848M · 7,241
- Nrel 403(b) Employee Savings Plan $525M · 2,877
- Colorado College Retirement Benefit Plan $353M · 707
Vail Mountain School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Tax Deferred Annuity Plan of Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY ($4M); by covered participants it is Ford Foundation Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Tax Deferred Annuity Plan of Faculty-Student Association of the State University of New York at Buffalo, Inc. (NY) $4M · 53
- Hospice Brazos Valley, Inc. ERISA 403(b) Plan (TX) $4M · 85
- Employee Benefit Plan of Central Valley Opportunity Center, Incorporated (CA) $4M · 79
- Coram Deo Academy 403(b)Retirement Plan (TX) $4M · 297
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Ford Foundation Retirement Plan (NY) 80 · 0 off
- Trillium Employment Services Retirement Plan (WA) 80 · 0 off
- The Marshall School DC Plan (MN) 80 · 0 off
- Foxcroft Academy 403(b) DC and Tda Plan (ME) 80 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.