Other · DOL Form 5500 · 2023
Norwich University Retirement Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 1,126
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $151,190
- Avg per participant Above avg balance/head
Official DOL plan name: Norwich University Defined Contribution Retirement Plan · Sponsored by Norwich University · Vermont · Educational Services
$170M in assets, 1,126 participants
Norwich University's Norwich University Defined Contribution Retirement Plan reported $170M in total assets and 1,126 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,366 in Educational Services (3,735 peers)
Coverage in Vermont
Norwich University Defined Contribution Retirement Plan covers 1,126 participants in Vermont, 4.6x the typical Vermont plan (state average ~245 per filing). Assets: $170M.
- #3,366
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Norwich University Defined Contribution Retirement Plan's outsized position by total assets
Norwich University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,239,839 Top 6% higher than 94% 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
Norwich University Defined Contribution Retirement 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. Norwich University Defined Contribution Retirement Plan lands in the large band (1,126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Norwich University Defined Contribution Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Norwich University Defined Contribution Retirement Plan reported participants rose from 929 in the plan year 2022 filing to 1,126 in the plan year 2023 filing.
- Norwich University Defined Contribution Retirement Plan end-of-year assets rose from $154M in the plan year 2022 filing to $170M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 030179424 · Norwich University PY 2023 · Other
Norwich University Defined Contribution Retirement Plan · $170M · 1,126 · 94th
- PART $170M
- TYPE 1,126
- NET 94th
- BOOK Other
- VS-ST near St. Catherine University Defined Contribution Retirement Plan
- BOY ind #3366
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 Vermont →
Norwich University Defined Contribution Retirement Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $16M |
| Employer EIN | 030179424 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norwich University)
Sponsor-wide plan assets over time
All Norwich University plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 13.849530849067468% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 929 | $154M |
| 2023 | 1 | 1,126 | $170M |
| 2024 | 1 | 1,061 | $176M |
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
- 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 $71M · 1,235
Norwich University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is St. Catherine University Defined Contribution Retirement Plan in MN ($170M); by covered participants it is The University of Tulsa Defined Contribution Retirement Plan in OK (1,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,126 participants); asset peers above are excluded.
- The University of Tulsa Defined Contribution Retirement Plan (OK) 1,127 · 1 off
- 403(b) Thrift Plan of Goodwill of the Coastal Empire, Inc. (GA) 1,124 · 2 off
- Columbia University Defined Contribution Plan for Supporting Staff (NY) 1,129 · 3 off
- Seattle Pacific University Employee Savings Plan - 403(b) (WA) 1,122 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.