Other · DOL Form 5500 · 2023

Trustees of the St. Johnsbury Academy Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
222
Participants Below avg headcount
82nd
Percentile by assets National rank
$166,808
Avg per participant Above avg balance/head
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Official DOL plan name: St. Johnsbury Academy 403(b) Retirement Plan · Sponsored by Trustees of the St. Johnsbury Academy · Vermont · Educational Services

$37M in assets, 222 participants

Trustees of the St. Johnsbury Academy's St. Johnsbury Academy 403(b) Retirement Plan reported $37M in total assets and 222 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.

  • #2,542 in Educational Services (3,735 peers)

Where St. Johnsbury Academy 403(b) Retirement Plan sits by assets

St. Johnsbury Academy 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 222 participants (~$166,808/participant), up 18.3% in 2023.

#2,542
in Educational Services (3,735 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Johnsbury Academy 403(b) Retirement Plan's outsized position by total assets

St. Johnsbury Academy 403(b) Retirement Plan vs every filed plan by assets

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

$37,031,420 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

St. Johnsbury Academy 403(b) Retirement 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. St. Johnsbury Academy 403(b) Retirement Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Johnsbury Academy 403(b) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • St. Johnsbury Academy 403(b) Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • St. Johnsbury Academy 403(b) Retirement Plan reported participants fell from 231 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030181215 · Trustees of the St. Johnsbury Academy PY 2023 · Other

St. Johnsbury Academy 403(b) Retirement Plan · $37M · 222 · 82nd

  • NET $37M
  • NET 222
  • NET 82nd
  • NET Other
  • NET near Sme Employee Savings Plan
  • NET ind #2542

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 →

St. Johnsbury Academy 403(b) Retirement Plan in the asset neighbourhood

St. Johnsbury Academy 403(b) Retirement PlanSt. Johnsbury Academy 403(b)…$37MSme Employee Savings Plan$37MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$37MElizabeth Glaser Pediatric Aids Foundation 403(b) PlanElizabeth Glaser Pediatric A…$37MChild Care Resource Center 403b Retirement Savings PlanChild Care Resource Center 4…$37M
End-of-year total assets ($M) among St. Johnsbury Academy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN030181215
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the St. Johnsbury Academy)

Sponsor-wide plan assets over time

All Trustees of the St. Johnsbury Academy plans reported in each filing year

Latest sponsor-wide plan assets
$42M 32.625061066448446% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $41.5M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 231 $31M
2023 1 222 $37M
2024 1 229 $42M

Nearby Other Plans in Vermont

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

St. Johnsbury Academy 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants St. Johnsbury Academy 403(b) Retirement Plan, Total assets ($M): 37.03142 · Participants: 222St. Johnsbury Academy 403(b) Retirement 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
St. Johnsbury Academy 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare St. Johnsbury Academy 403(b) Retirement Plan side-by-side with 3 peers →

St. Johnsbury Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Sme Employee Savings Plan in MI ($37M); by covered participants it is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 St. Johnsbury Academy 403(b) Retirement Plan assets move in 2023? ▼
St. Johnsbury Academy 403(b) Retirement Plan grew sharply - up 18.3% during 2023, from $31M to $37M. Reported net income was $6M.
How have Trustees of the St. Johnsbury Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the St. Johnsbury Academy's sponsor-wide assets grew 32.6%, from $31M to $42M.
Where does St. Johnsbury Academy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
St. Johnsbury Academy 403(b) Retirement 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 St. Johnsbury Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sme Employee Savings Plan in MI ($37M, 195 participants).
Which Other plans cover a similar participant headcount to St. Johnsbury Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westmoreland Casemanagement and Supports, Inc. Employee's Pension Plan in PA (222 participants, $13M 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 030181215.

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.