Other · DOL Form 5500 · 2023

Vermont Permanency Initiative, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
163
Participants Small participant base
36th
Percentile by assets National rank
$19,147
Avg per participant Low balance/head
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Official DOL plan name: Vermont Permanency Initiative, Inc. 403(b) Plan · Sponsored by Vermont Permanency Initiative, Inc. · New Hampshire · Educational Services

$3M in assets, 163 participants

Vermont Permanency Initiative, Inc.'s Vermont Permanency Initiative, Inc. 403(b) Plan reported $3M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #894 in Educational Services (3,735 peers)

Vermont Permanency Initiative, Inc. multi-year trail

Vermont Permanency Initiative, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Vermont Permanency Initiative, Inc. 403(b) Plan at $3M / 163 participants.

#894
in Educational Services (3,735 peers)
+10.6%
assets growth YoY

Vermont Permanency Initiative, Inc. 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Vermont Permanency Initiative, Inc. 403(b) Plan vs every filed plan by assets

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

$3,120,952 36th percentile higher than 36% 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

Vermont Permanency Initiative, Inc. 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. Vermont Permanency Initiative, Inc. 403(b) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Permanency Initiative, Inc. 403(b) Plan reported net income rose from -$642K in the plan year 2022 filing to $298K in the plan year 2023 filing.
  • Vermont Permanency Initiative, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Vermont Permanency Initiative, Inc. 403(b) Plan reported participants rose from 159 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461549267 · Vermont Permanency Initiative, Inc. PY 2023 · Other

Vermont Permanency Initiative, Inc. 403(b) Plan · $3M · 163 · 36th

  • RANK $3M
  • PHOTO 163
  • IND 36th
  • EOY Other
  • 5500 near 403(b) Thrift Plan for Children's Home of York
  • ASSETS ind #894

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 New Hampshire →

Vermont Permanency Initiative, Inc. 403(b) Plan in the asset neighbourhood

Vermont Permanency Initiative, Inc. 403(b) PlanVermont Permanency Initiativ…$3M403(b) Thrift Plan for Children's Home of York403(b) Thrift Plan for Child…$3MHubbard Hill Estates Inc. Retirement PlanHubbard Hill Estates Inc. Re…$3M403b Thrift Plan for Life'swork of Western PA403b Thrift Plan for Life'sw…$3MHarbor's Edge Retirement Plan$3M
End-of-year total assets ($M) among Vermont Permanency Initiative, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont Permanency Initiative, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Vermont Permanency Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.08178669996896% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.82M $3.64M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 163 $3M
2024 1 170 $4M

Vermont Permanency Initiative, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$298K
Employer EIN461549267
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

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

Vermont Permanency Initiative, Inc. 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Vermont Permanency Initiative, Inc. 403(b) Plan, Total assets ($B): 0.003120952 · Participants: 163Vermont Permanency Initiative, Inc. 403(b) PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Vermont Permanency Initiative, Inc. 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Vermont Permanency Initiative, Inc. 403(b) Plan side-by-side with 3 peers →

Vermont Permanency Initiative, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is 403(b) Thrift Plan for Children's Home of York in PA ($3M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Vermont Permanency Initiative, Inc. 403(b) Plan assets move in 2023? ▼
Vermont Permanency Initiative, Inc. 403(b) Plan grew at a solid clip - up 10.6% during 2023, from $3M to $3M. Reported net income was $298K.
How have Vermont Permanency Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Permanency Initiative, Inc.'s sponsor-wide assets grew 29.1%, from $3M to $4M.
Which Other plans are similar in size to Vermont Permanency Initiative, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Children's Home of York in PA ($3M, 103 participants).
Which Other plans cover a similar participant headcount to Vermont Permanency Initiative, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M 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 461549267.

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.