401(k) · DOL Form 5500 · 2023

Vermont Academy 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
84
Participants Small participant base
68th
Percentile by assets National rank
$182,408
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vermont Academy Defined Contribution Retirement Plan · Sponsored by Vermont Academy · Vermont · Educational Services

$15M in assets, 84 participants

Vermont Academy's Vermont Academy Defined Contribution Retirement Plan reported $15M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #1,870 in Educational Services (3,735 peers)

Vermont Academy multi-year trail

Vermont Academy's plans moved +37.5% in assets from 2022 to 2024; this filing shows Vermont Academy Defined Contribution Retirement Plan at $15M / 84 participants.

#1,870
in Educational Services (3,735 peers)
+11.8%
assets growth YoY

Vermont Academy Defined Contribution Retirement Plan's outsized position by total assets

Vermont Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$15,322,254 Top 32% higher than 68% 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

Vermont Academy Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vermont Academy Defined Contribution Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Academy Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Vermont Academy Defined Contribution Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Vermont Academy Defined Contribution Retirement Plan reported participants fell from 91 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030179600 · Vermont Academy PY 2023 · 401(k)

Vermont Academy Defined Contribution Retirement Plan · $15M · 84 · 68th

  • NET $15M
  • BOOK 84
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Talascend, LLC 401(k) Plan
  • EBSA ind #1870

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 →

Vermont Academy Defined Contribution Retirement Plan in the asset neighbourhood

Vermont Academy Defined Contribution Retirement PlanVermont Academy Defined Cont…$15MTalascend, LLC 401(k) Plan$15MCar-Part.Com 401(k) Plan$15MPpfa Retirement Plan$15MFirstmark Credit Union 401(k) PlanFirstmark Credit Union 401(k…$15M
End-of-year total assets ($M) among Vermont Academy Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont Academy multi-year asset trail

Sponsor-wide plan assets over time

All Vermont Academy plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.47635829128599% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.8M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 91 $14M
2023 1 84 $15M
2024 1 135 $19M

Vermont Academy filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN030179600
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Vermont Academy Defined Contribution Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Vermont Academy Defined Contribution Retirement Plan, Total assets ($B): 0.015322254 · Participants: 84Vermont Academy Defined Contribution Retirement PlanThe 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
Vermont Academy Defined Contribution Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Vermont Academy Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Talascend, LLC 401(k) Plan in MI ($15M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Vermont Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Vermont Academy Defined Contribution Retirement Plan grew at a solid clip - up 11.8% during 2023, from $14M to $15M. Reported net income was $2M.
How have Vermont Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Academy's sponsor-wide assets grew 37.5%, from $14M to $19M.
Which 401(k) plans are similar in size to Vermont Academy Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talascend, LLC 401(k) Plan in MI ($15M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Academy Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 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 030179600.

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.