Other · DOL Form 5500 · 2023
Southern Vermont Area Health Education Center Retirement Plan
Data updated 2026-08-25
- $474K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $31,601
- Avg per participant Low balance/head
Official DOL plan name: 403 B Employer Retirement Plan · Sponsored by Southern Vermont Area Health Education Center · Vermont · Healthcare & Social Assistance
$474K in assets, 15 participants
Southern Vermont Area Health Education Center's 403 B Employer Retirement Plan reported $474K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,251 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
403 B Employer Retirement Plan grew sharply 26.9% in 2023 ($374K → $474K) for 15 participants.
- #2,251
- in Healthcare & Social Assistance (17,684 peers)
- +26.9%
- assets growth YoY
403 B Employer Retirement Plan among the smaller filed plans by assets
403 B Employer Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$474,012 17th percentile higher than 17% 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
403 B Employer 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. 403 B Employer Retirement Plan is a small filing (15 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 030361093 · Southern Vermont Area Health Education Center PY 2023 · Other
403 B Employer Retirement Plan · $474K · 15 · 17th
- BOOK $474K
- VS-ST 15
- BOY 17th
- SCH Other
- EBSA near Icf Consulting Group, Inc. P. R. Retirement Plan
- PART ind #2251
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 →
403 B Employer Retirement Plan in the asset neighbourhood
2023 asset-move particulars
| Total Assets (Beginning of Year) | $374K |
|---|---|
| Net Assets (End of Year) | $474K |
| Net Income | $100K |
| Employer EIN | 030361093 |
| Plan Effective Date | 2008-08-31 |
| 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
403 B Employer Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Icf Consulting Group, Inc. P. R. Retirement Plan in VA ($474K); by covered participants it is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($474K here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.