Other · DOL Form 5500 · 2023
Health Care and Rehabilitation Services of Southeastern Vermont Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 502
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $45,730
- Avg per participant Low balance/head
Official DOL plan name: Health Care and Rehabilitation Services of Southeastern Vermont · Sponsored by Health Care and Rehabilitation Services of Southeastern Vermont · Vermont · Healthcare & Social Assistance
$23M in assets, 502 participants
Health Care and Rehabilitation Services of Southeastern Vermont's Health Care and Rehabilitation Services of Southeastern Vermont reported $23M in total assets and 502 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,977 in Healthcare & Social Assistance (17,684 peers)
Coverage in Vermont
Health Care and Rehabilitation Services of Southeastern Vermont covers 502 participants in Vermont, 2.1x the typical Vermont plan (state average ~245 per filing). Assets: $23M.
- #13,977
- in Healthcare & Social Assistance (17,684 peers)
- +15.0%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Health Care and Rehabilitation Services of Southeastern Vermont's outsized position by total assets
Health Care and Rehabilitation Services of Southeastern Vermont vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,956,421 Top 25% higher than 75% 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
Health Care and Rehabilitation Services of Southeastern Vermont 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. Health Care and Rehabilitation Services of Southeastern Vermont sits mid-pack in the medium band (502 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Health Care and Rehabilitation Services of Southeastern Vermont end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Health Care and Rehabilitation Services of Southeastern Vermont reported participants rose from 459 in the plan year 2022 filing to 502 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 237017624 · Health Care and Rehabilitation Services of Southeastern Vermont PY 2023 · Other
Health Care and Rehabilitation Services of Southeastern Vermont · $23M · 502 · 75th
- NET $23M
- NET 502
- NET 75th
- NET Other
- NET near Sandia Preparatory School Defined Contribution Retirement Plan
- NET ind #13977
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 →
Health Care and Rehabilitation Services of Southeastern Vermont in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 237017624 |
| Plan Effective Date | 1984-01-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Care and Rehabilitation Services of Southeastern Vermont)
Sponsor-wide plan assets over time
All Health Care and Rehabilitation Services of Southeastern Vermont plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 31.63344641413652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $20M |
| 2023 | 1 | 502 | $23M |
| 2024 | 1 | 527 | $26M |
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
Health Care and Rehabilitation Services of Southeastern Vermont's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Sandia Preparatory School Defined Contribution Retirement Plan in NM ($23M); by covered participants it is The Felton Institute 403b Plan in CA (502 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (502 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.