Other · DOL Form 5500 · 2023
Counseling Service of Addison County, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $66,568
- Avg per participant Below avg balance/head
Official DOL plan name: Csac 403(b) Retirement Plan · Sponsored by Counseling Service of Addison County, Inc. · Vermont · Healthcare & Social Assistance
$16M in assets, 243 participants
Counseling Service of Addison County, Inc.'s Csac 403(b) Retirement Plan reported $16M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,012 in Healthcare & Social Assistance (17,684 peers)
Counseling Service of Addison County, Inc. multi-year trail
Counseling Service of Addison County, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Csac 403(b) Retirement Plan at $16M / 243 participants.
- #13,012
- in Healthcare & Social Assistance (17,684 peers)
- +16.9%
- assets growth YoY
Csac 403(b) Retirement Plan's outsized position by total assets
Csac 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,175,927 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Csac 403(b) 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. Csac 403(b) Retirement Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Csac 403(b) Retirement Plan reported net income rose from $573K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Csac 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Csac 403(b) Retirement Plan reported participants fell from 257 in the plan year 2022 filing to 243 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 030212396 · Counseling Service of Addison County, Inc. PY 2023 · Other
Csac 403(b) Retirement Plan · $16M · 243 · 69th
- PCT $16M
- PCT 243
- PCT 69th
- PCT Other
- PCT near Academy of Notre Dame De Namur Defined Contribution Retirement Plan
- PCT ind #13012
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 →
Csac 403(b) Retirement Plan in the asset neighbourhood
Counseling Service of Addison County, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Counseling Service of Addison County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 29.101605628950338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $14M |
| 2023 | 1 | 243 | $16M |
| 2024 | 1 | 282 | $18M |
Counseling Service of Addison County, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 030212396 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $294M · 1,104
- Rutland Regional Health Services Retirement Savings Plan $260M · 1,787
- Norwich University Defined Contribution Retirement Plan $170M · 1,126
- World Learning, Inc. Retirement Plan $89M · 464
- Northwestern Medical Center, Inc. 403(b) Plan $80M · 709
Csac 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Academy of Notre Dame De Namur Defined Contribution Retirement Plan in PA ($16M); by covered participants it is Brilla College Prep 403(b) Retirement Plan in NY (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 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.