Other · DOL Form 5500 · 2023

Gifford Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
720
Participants Below avg headcount
88th
Percentile by assets National rank
$90,208
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gifford Health Care, Inc. 403(b) Retirement Plan · Sponsored by Gifford Health Care, Inc. · Vermont · Healthcare & Social Assistance

$65M in assets, 720 participants

Gifford Health Care, Inc.'s Gifford Health Care, Inc. 403(b) Retirement Plan reported $65M in total assets and 720 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,870 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

Gifford Health Care, Inc. 403(b) Retirement Plan covers 720 participants in Vermont, 2.9x the typical Vermont plan (state average ~245 per filing). Assets: $65M.

#15,870
in Healthcare & Social Assistance (17,684 peers)
+20.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Gifford Health Care, Inc. 403(b) Retirement Plan's outsized position by total assets

Gifford Health Care, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$64,950,114 Top 12% higher than 88% 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

Gifford Health Care, Inc. 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. Gifford Health Care, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (720 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gifford Health Care, Inc. 403(b) Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Gifford Health Care, Inc. 403(b) Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Gifford Health Care, Inc. 403(b) Retirement Plan reported participants rose from 653 in the plan year 2022 filing to 720 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460938716 · Gifford Health Care, Inc. PY 2023 · Other

Gifford Health Care, Inc. 403(b) Retirement Plan · $65M · 720 · 88th

  • NET $65M
  • BOOK 720
  • VS-ST 88th
  • BOY Other
  • SCH near Iowa Health System Tax Deferred Section 403(b) Plan
  • EBSA ind #15870

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 →

Gifford Health Care, Inc. 403(b) Retirement Plan in the asset neighbourhood

Columbus Community Hospital, Inc. Tax Sheltered Annuity PlanColumbus Community Hospital,…$65MIowa Health System Tax Deferred Section 403(b) PlanIowa Health System Tax Defer…$65MGifford Health Care, Inc. 403(b) Retirement PlanGifford Health Care, Inc. 40…$65MSeton Hill University 403(b) PlanSeton Hill University 403(b)…$65MWhite Plains Hospital Center 403(b) Tax Deferred Annuity PlanWhite Plains Hospital Center…$65M
End-of-year total assets ($M) among Gifford Health Care, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN460938716
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gifford Health Care, Inc.)

Sponsor-wide plan assets over time

All Gifford Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 37.77546501357429% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.8M $74.1M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 653 $54M
2023 1 720 $65M
2024 1 792 $74M

Nearby Other Plans in Vermont

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

Gifford Health Care, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Gifford Health Care, Inc. 403(b) Retirement Plan, Total assets ($M): 64.950114 · Participants: 720Gifford Health Care, Inc. 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
Gifford Health Care, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Gifford Health Care, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Gifford Health Care, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Iowa Health System Tax Deferred Section 403(b) Plan in IA ($65M); by covered participants it is Rediscover Retirement Plan in MO (719 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (720 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 Gifford Health Care, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Gifford Health Care, Inc. 403(b) Retirement Plan grew sharply - up 20.8% during 2023, from $54M to $65M. Reported net income was $11M.
How have Gifford Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gifford Health Care, Inc.'s sponsor-wide assets grew 37.8%, from $54M to $74M.
Where does Gifford Health Care, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Gifford Health Care, Inc. 403(b) Retirement Plan ranks in the 88th 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 Gifford Health Care, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Iowa Health System Tax Deferred Section 403(b) Plan in IA ($65M, 977 participants).
Which Other plans cover a similar participant headcount to Gifford Health Care, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rediscover Retirement Plan in MO (719 participants, $23M 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 460938716.

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.