401(k) · DOL Form 5500 · 2023
Champlain Valley Office of Eco 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $39,355
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. · Sponsored by Champlain Valley Office of Eco · Vermont · Healthcare & Social Assistance
$9M in assets, 229 participants
Champlain Valley Office of Eco's 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. reported $9M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #10,965 in Healthcare & Social Assistance (17,684 peers)
Champlain Valley Office of Eco multi-year trail
Champlain Valley Office of Eco's plans moved +45.5% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. at $9M / 229 participants.
- #10,965
- in Healthcare & Social Assistance (17,684 peers)
- +24.0%
- assets growth YoY
403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,012,336 Top 44% higher than 56% 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
403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. 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. 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. sits mid-pack in the medium band (229 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- 403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. reported participants rose from 197 in the plan year 2022 filing to 229 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 030216837 · Champlain Valley Office of Eco PY 2023 · 401(k)
403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. · $9M · 229 · 56th
- RANK $9M
- RANK 229
- RANK 56th
- RANK 401(k)
- RANK near Tait North America, Inc. 401(k) Plan
- RANK ind #10965
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 →
403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc. in the asset neighbourhood
Champlain Valley Office of Eco multi-year asset trail
Sponsor-wide plan assets over time
All Champlain Valley Office of Eco plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 45.48564316236289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $7M |
| 2023 | 1 | 229 | $9M |
| 2024 | 1 | 279 | $11M |
Champlain Valley Office of Eco filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 030216837 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
403(b) Thrift Plan for Champlain Valley Office of Economic Opportunity, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Tait North America, Inc. 401(k) Plan in TX ($9M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- P3 Health Partners 401(k) Plan (NV) 229 · 0 off
- Yamamoto of Orient, Inc. Shared Savings Plan (CA) 229 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 229 · 0 off
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 229 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.