401(k) · DOL Form 5500 · 2023

Blue Cross and Blue Shield of Vermont 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
406
Participants Below avg headcount
90th
Percentile by assets National rank
$198,816
Avg per participant Above avg balance/head
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Official DOL plan name: Bcbs of Vermont 401(k) Retirement Program · Sponsored by Blue Cross and Blue Shield of Vermont · Vermont · Finance & Insurance

$81M in assets, 406 participants

Blue Cross and Blue Shield of Vermont's Bcbs of Vermont 401(k) Retirement Program reported $81M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,462 in Finance & Insurance (8,869 peers)

Where Bcbs of Vermont 401(k) Retirement Program sits by assets

Bcbs of Vermont 401(k) Retirement Program sits in the top 10% of all filed plans by assets, $81M for 406 participants (~$198,816/participant), up 19.2% in 2023.

#7,462
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bcbs of Vermont 401(k) Retirement Program's outsized position by total assets

Bcbs of Vermont 401(k) Retirement Program vs every filed plan by assets

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

$80,719,121 Top 10% higher than 90% 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

Bcbs of Vermont 401(k) Retirement Program 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. Bcbs of Vermont 401(k) Retirement Program sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bcbs of Vermont 401(k) Retirement Program reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bcbs of Vermont 401(k) Retirement Program end-of-year assets rose from $68M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Bcbs of Vermont 401(k) Retirement Program reported participants fell from 412 in the plan year 2022 filing to 406 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030277307 · Blue Cross and Blue Shield of Vermont PY 2023 · 401(k)

Bcbs of Vermont 401(k) Retirement Program · $81M · 406 · 90th

  • PCT $81M
  • PCT 406
  • PCT 90th
  • PCT 401(k)
  • PCT near Paloma Partners Retirement Plan
  • PCT ind #7462

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 Finance & Insurance retirement plans → · Plans in Vermont →

Bcbs of Vermont 401(k) Retirement Program in the asset neighbourhood

Gic 401(k) Plan$81MFairfield County Bank Incentive Retirement PlanFairfield County Bank Incent…$81MBcbs of Vermont 401(k) Retirement ProgramBcbs of Vermont 401(k) Retir…$81MPaloma Partners Retirement PlanPaloma Partners Retirement P…$81MPacific Cataract and Laser Institute, Inc. PC 401(k) PlanPacific Cataract and Laser I…$81M
End-of-year total assets ($M) among Bcbs of Vermont 401(k) Retirement Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$81M
Net Income$13M
Employer EIN030277307
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Vermont)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$157M 21.672766665077013% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $157M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 766 $129M
2023 2 717 $146M
2024 2 740 $157M

Nearby 401(k) Plans in Vermont

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

Bcbs of Vermont 401(k) Retirement Program vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Bcbs of Vermont 401(k) Retirement Program, Total assets ($B): 0.080719121 · Participants: 406Bcbs of Vermont 401(k) Retirement ProgramThe 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 Company
Bcbs of Vermont 401(k) Retirement Program vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Bcbs of Vermont 401(k) Retirement Program side-by-side with 3 peers →

Bcbs of Vermont 401(k) Retirement Program's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Paloma Partners Retirement Plan in CT ($81M); by covered participants it is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Bcbs of Vermont 401(k) Retirement Program assets move in 2023? ▼
Bcbs of Vermont 401(k) Retirement Program grew sharply - up 19.2% during 2023, from $68M to $81M. Reported net income was $13M.
How have Blue Cross and Blue Shield of Vermont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Vermont's sponsor-wide assets grew 21.7%, from $129M to $157M.
Where does Bcbs of Vermont 401(k) Retirement Program rank by assets among Form 5500 filers? ▼
Bcbs of Vermont 401(k) Retirement Program ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bcbs of Vermont 401(k) Retirement Program? ▼
Among 401(k) plans in other states, the closest by assets is Paloma Partners Retirement Plan in CT ($81M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Bcbs of Vermont 401(k) Retirement Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants, N/A 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 030277307.

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.