401(k) · DOL Form 5500 · 2023

The University of Vermont Medical Center 401(k) Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
11,162
Participants Very large workforce
99th
Percentile by assets National rank
$176,046
Avg per participant Above avg balance/head
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Official DOL plan name: The University of Vermont Medical Center 403(b) Plan · Sponsored by The University of Vermont Medical Center · Vermont · Healthcare & Social Assistance

$2.0B in assets, 11,162 participants

The University of Vermont Medical Center's The University of Vermont Medical Center 403(b) Plan reported $2.0B in total assets and 11,162 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,585 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

The University of Vermont Medical Center 403(b) Plan covers 11,162 participants in Vermont, 46x the typical Vermont plan (state average ~245 per filing). Assets: $2.0B.

#17,585
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY
20×
vs typical plan assets (national mean)

The University of Vermont Medical Center 403(b) Plan's outsized position by total assets

The University of Vermont Medical Center 403(b) Plan vs every filed plan by assets

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

$1,965,024,862 Top 1% higher than 99% 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

The University of Vermont Medical Center 403(b) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Vermont Medical Center 403(b) Plan is a mega filing (11,162 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University of Vermont Medical Center 403(b) Plan reported net income rose from -$287M in the plan year 2022 filing to $316M in the plan year 2023 filing.
  • The University of Vermont Medical Center 403(b) Plan reported participants rose from 8,856 in the plan year 2022 filing to 11,162 in the plan year 2023 filing.
  • The University of Vermont Medical Center 403(b) Plan end-of-year assets rose from $1.6B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030219309 · The University of Vermont Medical Center PY 2023 · 401(k)

The University of Vermont Medical Center 403(b) Plan · $2.0B · 11,162 · 99th

  • EBSA $2.0B
  • PART 11,162
  • TYPE 99th
  • NET 401(k)
  • BOOK near Allianz Asset Accumulation Plan
  • VS-ST ind #17585

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 →

The University of Vermont Medical Center 403(b) Plan in the asset neighbourhood

The University of Vermont Medical Center 403(b) PlanThe University of Vermont Me…$2.0BAllianz Asset Accumulation PlanAllianz Asset Accumulation P…$2.0BPalo Alto Foundation Medical Group, Inc. 401(k) PlanPalo Alto Foundation Medical…$2.0BLand O Lakes Employee Savings & Supplemental Retirement PlanLand O Lakes Employee Saving…$2.0BCdw Coworkers' Profit Sharing PlanCdw Coworkers' Profit Sharin…$2.0B
End-of-year total assets ($B) among The University of Vermont Medical Center 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$1.6B
Net Assets (End of Year)$2.0B
Net Income$316M
Employer EIN030219309
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Vermont Medical Center)

Sponsor-wide plan assets over time

All The University of Vermont Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 34.61483206130859% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.65B $2.22B ▲ +34.5%
Year Plans Participants Total Assets
2022 1 8,856 $1.6B
2023 1 11,162 $2.0B
2024 1 12,486 $2.2B

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The University of Vermont Medical Center 403(b) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants The University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction CompanyCasella Waste Systems 401(k) Plan, Total assets ($B): 0.135113395 · Participants: 2721Casella Waste Systems 401(k) Plan
The University of Vermont Medical Center 403(b) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare The University of Vermont Medical Center 403(b) Plan side-by-side with 3 peers →

Scale composition for The University of Vermont Medical Center 403(b) Plan

The University of Vermont Medical Center 403(b) Plan reports $2.0B in end-of-year assets across 11,162 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $176,046 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $316M.

This plan identity (EIN 030219309, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+34.6%) while covered participants moved from 8,856 to 12,486 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,856 $1.6B Open filing
2023 11,162 $2.0B This page
2024 · index core 12,486 $2.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The University of Vermont Medical Center 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Allianz Asset Accumulation Plan in MN ($2.0B); by covered participants it is Ukg Retirement Savings Plan in FL (11,173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,162 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 The University of Vermont Medical Center 403(b) Plan assets move in 2023? ▼
The University of Vermont Medical Center 403(b) Plan grew sharply - up 19.2% during 2023, from $1.6B to $2.0B. Reported net income was $316M.
How have The University of Vermont Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Vermont Medical Center's sponsor-wide assets grew 34.6%, from $1.6B to $2.2B.
Where does The University of Vermont Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
The University of Vermont Medical Center 403(b) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The University of Vermont Medical Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allianz Asset Accumulation Plan in MN ($2.0B, 5,167 participants).
Which 401(k) plans cover a similar participant headcount to The University of Vermont Medical Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ukg Retirement Savings Plan in FL (11,173 participants, $1.9B 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 030219309.

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.