401(k) · DOL Form 5500 · 2023

Lyndon Institute 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
98
Participants Small participant base
47th
Percentile by assets National rank
$58,255
Avg per participant Low balance/head
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Official DOL plan name: Lyndon Institute, Inc. 401(k) Plan · Sponsored by Lyndon Institute · Vermont · Educational Services

$6M in assets, 98 participants

Lyndon Institute's Lyndon Institute, Inc. 401(k) Plan reported $6M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,182 in Educational Services (3,735 peers)

Lyndon Institute multi-year trail

Lyndon Institute's plans moved +21.9% in assets from 2022 to 2024; this filing shows Lyndon Institute, Inc. 401(k) Plan at $6M / 98 participants.

#1,182
in Educational Services (3,735 peers)
+9.3%
assets growth YoY

Lyndon Institute, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Lyndon Institute, Inc. 401(k) Plan vs every filed plan by assets

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

$5,708,989 47th percentile higher than 47% 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

Lyndon Institute, Inc. 401(k) 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. Lyndon Institute, Inc. 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lyndon Institute, Inc. 401(k) Plan reported net income fell from $830K in the plan year 2022 filing to $485K in the plan year 2023 filing.
  • Lyndon Institute, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lyndon Institute, Inc. 401(k) Plan reported participants fell from 103 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 030182055 · Lyndon Institute PY 2023 · 401(k)

Lyndon Institute, Inc. 401(k) Plan · $6M · 98 · 47th

  • EOY $6M
  • EOY 98
  • EOY 47th
  • EOY 401(k)
  • EOY near Spirit Environmental LLC 401(k) Plan
  • EOY ind #1182

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 →

Lyndon Institute, Inc. 401(k) Plan in the asset neighbourhood

Lyndon Institute, Inc. 401(k) PlanLyndon Institute, Inc. 401(k…$6MSpirit Environmental LLC 401(k) PlanSpirit Environmental LLC 401…$6MLeary Educational Foundation, Inc. Employee Profit Sharing PlanLeary Educational Foundation…$6MBrg Realty Group, LLC Employees' Savings PlanBrg Realty Group, LLC Employ…$6MHawthorne Race Course, Inc. 401(k) Plan & TrustHawthorne Race Course, Inc. …$6M
End-of-year total assets ($M) among Lyndon Institute, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lyndon Institute multi-year asset trail

Sponsor-wide plan assets over time

All Lyndon Institute plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.854646148050566% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.22M $6.37M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 103 $5M
2023 1 98 $6M
2024 1 164 $6M

Lyndon Institute filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$485K
Employer EIN030182055
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Lyndon Institute, Inc. 401(k) 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 ($B) Participants Lyndon Institute, Inc. 401(k) Plan, Total assets ($B): 0.005708989 · Participants: 98Lyndon Institute, Inc. 401(k) 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
Lyndon Institute, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Lyndon Institute, Inc. 401(k) Plan side-by-side with 3 peers →

Lyndon Institute, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Spirit Environmental LLC 401(k) Plan in TX ($6M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Lyndon Institute, Inc. 401(k) Plan assets move in 2023? ▼
Lyndon Institute, Inc. 401(k) Plan grew at a solid clip - up 9.3% during 2023, from $5M to $6M. Reported net income was $485K.
How have Lyndon Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyndon Institute's sponsor-wide assets grew 21.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Lyndon Institute, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spirit Environmental LLC 401(k) Plan in TX ($6M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Lyndon Institute, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 030182055.

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.