Profit Sharing · DOL Form 5500 · 2023

Vermont Housing & Conservation Board Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
45
Participants
53rd
Percentile by assets
$173,972
Avg per participant
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Official DOL plan name: Vermont Housing & Conservation Board Profit Sharing Plan · Sponsored by Vermont Housing & Conservation Board · Vermont · Other Services

$8M in assets, 45 participants

Vermont Housing & Conservation Board's Vermont Housing & Conservation Board Profit Sharing Plan reported $8M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • 53rd percentile by assets (of 127,072 plans)
  • #5,715 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Vermont Housing & Conservation Board Profit Sharing Plan ranks #5,715 of 7,857 2023 filers by assets (256% of the sector average)-$8M for 45 participants.

$8M
total plan assets (2023 EOY)
45
covered participants
53rd
percentile by assets (of 127,072 plans)
$173,972
avg assets per participant

Where Vermont Housing & Conservation Board Profit Sharing Plan sits by total assets

Vermont Housing & Conservation Board Profit Sharing Plan vs every filed plan by assets

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

$7,828,743 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vermont Housing & Conservation Board Profit Sharing Plan reported net income rose from $554K in the plan year 2022 filing to $627K in the plan year 2023 filing.
  • Vermont Housing & Conservation Board Profit Sharing Plan reported participants rose from 41 in the plan year 2022 filing to 45 in the plan year 2023 filing.
  • Vermont Housing & Conservation Board Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Vermont
Industry
Other Services

Rank #5,715 in Other Services

Among 7,857 Other Services plans that filed a Form 5500 for plan year 2023, Vermont Housing & Conservation Board Profit Sharing Plan ranks #5,715 by end-of-year assets - about 256% of the sector average of $20M. Nationally it sits in the 53rd percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$627K
Employer EIN030311984
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Housing & Conservation Board)

$7M$7.5M$8M$8.5M 202220232024 $7.2M $8.19M ▲ +13.7%
Total plan assets by year, all Vermont Housing & Conservation Board plans on file
Year Plans Participants Total Assets
2022 1 41 $7M
2023 1 45 $8M
2024 1 49 $8M

Nearby Profit Sharing Plans in Vermont

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

Vermont Housing & Conservation Board Profit Sharing Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150 Total assets ($M) Participants Vermont Housing & Co…, Total assets ($M): 7.828743 · Participants: 45Vermont Housing & Co…Champlain College De…, Total assets ($M): 109.174879 · Participants: 450Champlain College De…Retirement Plan for …, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for …Burr and Burton Acad…, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Acad…Aspire Living & Lear…, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Lear…The Putney School 40…, Total assets ($M): 19.72566 · Participants: 82The Putney School 40…
Vermont Housing & Conservation Board Profit Sharing Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Vermont Housing & Conservation Board Pro… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Vermont Housing & Conservation Board Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Vermont Housing & Conservation Board Profit Sharing Plan assets move in 2023? ▼
Vermont Housing & Conservation Board Profit Sharing Plan grew at a solid clip - up 8.7% during 2023, from $7M to $8M. Reported net income was $627K.
How have Vermont Housing & Conservation Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Housing & Conservation Board's sponsor-wide assets grew 13.7%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Vermont Housing & Conservation Board Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Able Sales Co. Inc. Savings and Investment Plan in PR ($8M, 223 participants).

Next read for Vermont Housing & Conservation Board Pro…

Filing takeaways

Ways to act on Vermont Housing & Conservation Board Profit Sharing Plan's numbers.

  • By total assets, Vermont Housing & Conservation Board Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
  • Vermont Housing & Conservation Board's sponsor-wide assets have grown 13.7% since 2022 across 3 plan years on file. More Other Services plans

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 030311984.

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.