VERMONT STATE EMPLOYEES CREDIT UNION CAPITAL ACCUMULATION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
VERMONT STATE EMPLOYEES CREDIT UNION
This 401(k) plan holds N/A in total assets and serves 199 participants as of 2023. It is sponsored by VERMONT STATE EMPLOYEES CREDIT UNION in Vermont.
What the Filing Says About VERMONT STATE EMPLOYEES CREDIT UNION CAPITAL ACCUMULATION PLAN
VERMONT STATE EMPLOYEES CREDIT UNION CAPITAL ACCUMULATION PLAN is a 401(k) retirement plan sponsored by VERMONT STATE EMPLOYEES CREDIT UNION, headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 199 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 030184985, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $23M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
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.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $23M |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 030184985 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VERMONT STATE EMPLOYEES CREDIT UNION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 197 | $23M |
| 2023 | 1 | 199 | N/A |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans — same state, same plan type — ranked by total assets.
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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 030184985.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.