Other · DOL Form 5500 · 2023

Brattleboro Memorial Hospital Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
668
Participants Below avg headcount
82nd
Percentile by assets National rank
$55,729
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brattleboro Memorial Hospital 403(b) Plan · Sponsored by Brattleboro Memorial Hospital · Vermont · Healthcare & Social Assistance

$37M in assets, 668 participants

Brattleboro Memorial Hospital's Brattleboro Memorial Hospital 403(b) Plan reported $37M in total assets and 668 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,003 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

Brattleboro Memorial Hospital 403(b) Plan covers 668 participants in Vermont, 2.7x the typical Vermont plan (state average ~245 per filing). Assets: $37M.

#15,003
in Healthcare & Social Assistance (17,684 peers)
+33.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Brattleboro Memorial Hospital 403(b) Plan's outsized position by total assets

Brattleboro Memorial Hospital 403(b) Plan vs every filed plan by assets

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

$37,226,735 Top 18% higher than 82% 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

Brattleboro Memorial Hospital 403(b) Plan 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 403(b) Plan sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brattleboro Memorial Hospital 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Brattleboro Memorial Hospital 403(b) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Brattleboro Memorial Hospital 403(b) Plan reported participants rose from 649 in the plan year 2022 filing to 668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030107300 · Brattleboro Memorial Hospital PY 2023 · Other

Brattleboro Memorial Hospital 403(b) Plan · $37M · 668 · 82nd

  • IND $37M
  • EOY 668
  • 5500 82nd
  • ASSETS Other
  • PCT near Crista Ministries 403(b) Savings Plan
  • EIN ind #15003

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 403(b) Plan in the asset neighbourhood

Society for Science & the Public 403(b) Contribution PlanSociety for Science & the Pu…$37MBrattleboro Memorial Hospital 403(b) PlanBrattleboro Memorial Hospita…$37MClarke University Retirement PlanClarke University Retirement…$37MCrista Ministries 403(b) Savings PlanCrista Ministries 403(b) Sav…$37MRetirement Plan for the Personnel of the Key SchoolRetirement Plan for the Pers…$37M
End-of-year total assets ($M) among Brattleboro Memorial Hospital 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$37M
Net Income$9M
Employer EIN030107300
Plan Effective Date2009-01-01
Filing StatusFILING 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
$50M$60M$70M$80M 202220232024 $54.1M $74.4M ▲ +37.5%
Year Plans Participants Total Assets
2022 2 1,080 $54M
2023 2 1,107 $64M
2024 2 1,077 $74M

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Brattleboro Memorial Hospital 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Brattleboro Memorial Hospital 403(b) Plan, Total assets ($M): 37.226735 · Participants: 668Brattleboro Memorial Hospital 403(b) PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
Brattleboro Memorial Hospital 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Brattleboro Memorial Hospital 403(b) Plan side-by-side with 3 peers →

Brattleboro Memorial Hospital 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Crista Ministries 403(b) Savings Plan in WA ($37M); by covered participants it is Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan in WI (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Brattleboro Memorial Hospital 403(b) Plan assets move in 2023? ▼
Brattleboro Memorial Hospital 403(b) Plan surged - up 33.4% during 2023, from $28M to $37M. Reported net income was $9M.
How have Brattleboro Memorial Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brattleboro Memorial Hospital's sponsor-wide assets grew 37.5%, from $54M to $74M.
Where does Brattleboro Memorial Hospital 403(b) Plan rank by assets among Form 5500 filers? ▼
Brattleboro Memorial Hospital 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brattleboro Memorial Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Crista Ministries 403(b) Savings Plan in WA ($37M, 943 participants).
Which Other plans cover a similar participant headcount to Brattleboro Memorial Hospital 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan in WI (668 participants, $105M 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 030107300.

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.