Other · DOL Form 5500 · 2023

Northern Counties Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
345
Participants Below avg headcount
75th
Percentile by assets National rank
$65,618
Avg per participant Below avg balance/head
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Official DOL plan name: Northern Counties Health Care Retirement Plan · Sponsored by Northern Counties Health Care, Inc. · Vermont · Healthcare & Social Assistance

$23M in assets, 345 participants

Northern Counties Health Care, Inc.'s Northern Counties Health Care Retirement Plan reported $23M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,933 in Healthcare & Social Assistance (17,684 peers)

Where Northern Counties Health Care Retirement Plan sits by assets

Northern Counties Health Care Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 345 participants (~$65,618/participant), up 11.1% in 2023.

#13,933
in Healthcare & Social Assistance (17,684 peers)
+11.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Northern Counties Health Care Retirement Plan's outsized position by total assets

Northern Counties Health Care Retirement Plan vs every filed plan by assets

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

$22,638,338 Top 25% higher than 75% 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

Northern Counties Health Care 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. Northern Counties Health Care Retirement Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Northern Counties Health Care Retirement Plan reported net income rose from $602K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Northern Counties Health Care Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Northern Counties Health Care Retirement Plan reported participants rose from 324 in the plan year 2022 filing to 345 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 510199559 · Northern Counties Health Care, Inc. PY 2023 · Other

Northern Counties Health Care Retirement Plan · $23M · 345 · 75th

  • BOY $23M
  • BOY 345
  • BOY 75th
  • BOY Other
  • BOY near Quincy University DC Retirement Plan
  • BOY ind #13933

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 →

Northern Counties Health Care Retirement Plan in the asset neighbourhood

Jewish Home of San Francisco 403(b) PlanJewish Home of San Francisco…$23MNorthern Counties Health Care Retirement PlanNorthern Counties Health Car…$23MQuincy University DC Retirement PlanQuincy University DC Retirem…$23MClinicas Del Camino Real, Inc. 403(b) PlanClinicas Del Camino Real, In…$23MPana Community Hospital Employees' Tax Deferred Annuity PlanPana Community Hospital Empl…$23M
End-of-year total assets ($M) among Northern Counties Health Care Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN510199559
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Counties Health Care, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$24M 15.353660919366193% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.4M $23.5M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 324 $20M
2023 1 345 $23M
2024 1 338 $24M

Nearby Other Plans in Vermont

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

Northern Counties Health Care Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Northern Counties Health Care Retirement Plan, Total assets ($M): 22.638338 · Participants: 345Northern Counties Health Care 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
Northern Counties Health Care Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Northern Counties Health Care Retirement Plan side-by-side with 3 peers →

Northern Counties Health Care Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Quincy University DC Retirement Plan in IL ($23M); by covered participants it is Child Focus, Inc. 403(b) Annuity Plan in OH (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Northern Counties Health Care Retirement Plan assets move in 2023? ▼
Northern Counties Health Care Retirement Plan grew at a solid clip - up 11.1% during 2023, from $20M to $23M. Reported net income was $2M.
How have Northern Counties Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Counties Health Care, Inc.'s sponsor-wide assets grew 15.4%, from $20M to $24M.
Where does Northern Counties Health Care Retirement Plan rank by assets among Form 5500 filers? ▼
Northern Counties Health Care Retirement Plan ranks in the 75th 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 Northern Counties Health Care Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Quincy University DC Retirement Plan in IL ($23M, 259 participants).
Which Other plans cover a similar participant headcount to Northern Counties Health Care Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Child Focus, Inc. 403(b) Annuity Plan in OH (345 participants, $10M 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 510199559.

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.