Money Purchase · DOL Form 5500 · 2023
Brattleboro Memorial Hospital Money Purchase Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 439
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $61,802
- Avg per participant Low balance/head
Official DOL plan name: Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust · Sponsored by Brattleboro Memorial Hospital · Vermont · Healthcare & Social Assistance
$27M in assets, 439 participants
Brattleboro Memorial Hospital's Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust reported $27M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,352 in Healthcare & Social Assistance (17,684 peers)
Where Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust sits by assets
Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 439 participants (~$61,802/participant), up 3.6% in 2023.
- #14,352
- in Healthcare & Social Assistance (17,684 peers)
- +3.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust's outsized position by total assets
Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,130,993 Top 22% higher than 78% 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
Brattleboro Memorial Hospital Money Purchase Pension 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. Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust sits mid-pack in the medium band (439 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $936K in the plan year 2023 filing.
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust reported participants rose from 431 in the plan year 2022 filing to 439 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 030107300 · Brattleboro Memorial Hospital PY 2023 · Money Purchase
Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust · $27M · 439 · 78th
- EOY $27M
- EOY 439
- EOY 78th
- EOY Money Purchase
- EOY near Laborers' Local #157 Annuity Fund
- EOY ind #14352
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 →
Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $936K |
| Employer EIN | 030107300 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brattleboro Memorial Hospital)
Sponsor-wide plan assets over time
All Brattleboro Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 37.507790823476014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,080 | $54M |
| 2023 | 2 | 1,107 | $64M |
| 2024 | 2 | 1,077 | $74M |
Nearby Money Purchase Plans in Vermont
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Middlebury College Core Retirement Plan $516M · 1,661
- I.B.E.W. Local 300 - Unit 1 Pension Plan $37M · 167
- Ouellette Plumbing & Heating Money Accumulation Plan $224K · 4
- Northwestern Medical Center, Inc. Money Purchase Pension Plan $276 · 453
Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Vermont, the nearest Money Purchase by assets is Laborers' Local #157 Annuity Fund in NY ($27M); by covered participants it is Riverdale Country School Tax-Deferred Annuity Plan in NY (439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Laborers' Local #157 Annuity Fund (NY) $27M · 1,142
- IBEW Local Union 573 Profit Sharing Plan and Trust (OH) $27M · 380
- Plumbers & Steamfitters 150 Profit Sharing Fund (TN) $27M · 1,590
- IBEW Local No. 223 Deferred Income Plan (CT) $28M · 556
Similar participant headcount
Nearest other-state filings by covered participants (439 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.