Brattleboro Mutual Aid Association Retirement Plan

What the Filing Says About Brattleboro Mutual Aid Association Retirement Plan

Brattleboro Mutual Aid Association Retirement Plan is a 401(k) retirement plan sponsored by Brattleboro Mutual Aid Association, Inc., headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports $628K in total end-of-year assets and covers 50 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 030179415, and the plan has been effective since 2002-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $717K at the beginning of 2023 to $628K at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $628K, with reported net income of $-88,827 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.

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.