Profit Sharing · DOL Form 5500 · 2023

Vermont Adult Learning Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
92
Participants Small participant base
42nd
Percentile by assets National rank
$46,847
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vermont Adult Learning Retirement Plan · Sponsored by Vermont Adult Learning · Vermont · Educational Services

$4M in assets, 92 participants

Vermont Adult Learning's Vermont Adult Learning Retirement Plan reported $4M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,032 in Educational Services (3,735 peers)

Vermont Adult Learning multi-year trail

Vermont Adult Learning's plans moved +11.0% in assets from 2022 to 2024; this filing shows Vermont Adult Learning Retirement Plan at $4M / 92 participants.

#1,032
in Educational Services (3,735 peers)
+10.0%
assets growth YoY

Vermont Adult Learning Retirement Plan's mid-pack asset rank among Educational Services and all filers

Vermont Adult Learning Retirement Plan vs every filed plan by assets

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

$4,309,967 42nd percentile higher than 42% 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 Adult Learning 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 Adult Learning Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Adult Learning Retirement Plan reported net income fell from $521K in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • Vermont Adult Learning Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vermont Adult Learning Retirement Plan reported participants rose from 85 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030276755 · Vermont Adult Learning PY 2023 · Profit Sharing

Vermont Adult Learning Retirement Plan · $4M · 92 · 42nd

  • PHOTO $4M
  • PHOTO 92
  • PHOTO 42nd
  • PHOTO Profit Sharing
  • PHOTO near St. Anne Home Employees' Retirement Plan
  • PHOTO ind #1032

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 Adult Learning Retirement Plan in the asset neighbourhood

Erie Neighborhood House 403(b)Erie Neighborhood House 403(…$4MVermont Adult Learning Retirement PlanVermont Adult Learning Retir…$4MSt. Anne Home Employees' Retirement PlanSt. Anne Home Employees' Ret…$4MEnterprise Coated Products Employee Profit Sharing Plan & TrustEnterprise Coated Products E…$4MBhk Holdings, LLC 401(k) Profit Sharing PlanBhk Holdings, LLC 401(k) Pro…$4M
End-of-year total assets ($M) among Vermont Adult Learning Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Vermont Adult Learning multi-year asset trail

Sponsor-wide plan assets over time

All Vermont Adult Learning plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.986201102900916% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M 202220232024 $3.92M $4.35M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 85 $4M
2023 1 92 $4M
2024 1 89 $4M

Vermont Adult Learning filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$392K
Employer EIN030276755
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Vermont

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

Vermont Adult Learning Retirement Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150 Total assets ($M) Participants Vermont Adult Learning Retirement Plan, Total assets ($M): 4.309967 · Participants: 92Vermont Adult Learning Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 109.174879 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Academy 403(b)PlanAspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Learning, Inc. 403(b) PlanThe Putney School 403-B Plan, Total assets ($M): 19.72566 · Participants: 82The Putney School 403-B Plan
Vermont Adult Learning Retirement Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Vermont Adult Learning Retirement Plan side-by-side with 3 peers →

Vermont Adult Learning Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is St. Anne Home Employees' Retirement Plan in IN ($4M); by covered participants it is Cgs Family Partnership, Inc. 403(b) ERISA Plan in NJ (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Adult Learning Retirement Plan assets move in 2023? ▼
Vermont Adult Learning Retirement Plan grew at a solid clip - up 10.0% during 2023, from $4M to $4M. Reported net income was $392K.
How have Vermont Adult Learning plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Adult Learning's sponsor-wide assets grew 11.0%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Vermont Adult Learning Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is St. Anne Home Employees' Retirement Plan in IN ($4M, 435 participants).
Which Profit Sharing plans cover a similar participant headcount to Vermont Adult Learning Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cgs Family Partnership, Inc. 403(b) ERISA Plan in NJ (92 participants, $1M 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 030276755.

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.