Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORWICH UNIVERSITY

This Profit Sharing plan holds $170M in total assets and serves 1,126 participants as of 2023. It is sponsored by NORWICH UNIVERSITY in Vermont. The plan reported positive net income of $16M for the year.

Total Assets (2023)
$170M
Participants
1,126
State
Industry
Educational Services

What the Filing Says About NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by NORWICH UNIVERSITY, headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports $170M in total end-of-year assets and covers 1,126 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 030179424, and the plan has been effective since 1940-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $154M at the beginning of 2023 to $170M at year-end — a gain of 10.3%. Net assets (after liabilities) closed the year at $170M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$154M
Total Assets (End of Year)$170M
Net Assets (End of Year)$170M
Net Income$16M
Plan TypeProfit Sharing
Employer EIN030179424
Plan Effective Date1940-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORWICH UNIVERSITY)

Year Plans Participants Total Assets
2022 1 929 $154M
2023 1 1,126 $170M
2024 1 1,061 $176M

Nearby Profit Sharing Plans in Vermont

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2023 Form 5500 filing, NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN holds $170M in total assets with 1,126 participants. It is sponsored by NORWICH UNIVERSITY.
What type of plan is NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1940-01-01. The plan is filed with the U.S. Department of Labor under EIN 030179424.
Who sponsors the NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by NORWICH UNIVERSITY, located in Vermont. The sponsor's EIN is 030179424 and the plan operates in the Educational Services industry.
How did NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2023?
NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN grew by 10.3% during 2023, moving from $154M to $170M in total assets. Net income was $16M.
Where can I find official filings for NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030179424 or plan name at efast.dol.gov.
How does NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 030179424.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.