Defined Benefit (Pension) · DOL Form 5500 · 2023

The Caledonian Record Publishing Co Pension Plan

Data updated 2026-08-25

$302K
Total assets Small plan by assets
8
Participants Small participant base
14th
Percentile by assets National rank
$37,778
Avg per participant Low balance/head
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Official DOL plan name: The Caledonian Record Publishing Co · Sponsored by The Caledonian Record Publishing Co · Vermont · Manufacturing

$302K in assets, 8 participants

The Caledonian Record Publishing Co's The Caledonian Record Publishing Co reported $302K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,009 in Manufacturing (18,722 peers)

What the 2023 filing shows

The Caledonian Record Publishing Co holds $302K for 8 participants - about $37,778 per participant, among the smaller plans by assets on file.

#1,009
in Manufacturing (18,722 peers)
+1.3%
assets growth YoY

The Caledonian Record Publishing Co among the smaller filed plans by assets

The Caledonian Record Publishing Co vs every filed plan by assets

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

$302,222 14th percentile higher than 14% 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

The Caledonian Record Publishing Co among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Caledonian Record Publishing Co is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Caledonian Record Publishing Co reported net income rose from -$35K in the plan year 2022 filing to $4K in the plan year 2023 filing.
  • The Caledonian Record Publishing Co end-of-year assets rose from $298K in the plan year 2022 filing to $302K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030109770 · The Caledonian Record Publishing Co PY 2023 · Defined Benefit (Pension)

The Caledonian Record Publishing Co · $302K · 8 · 14th

  • NET $302K
  • NET 8
  • NET 14th
  • NET Defined Benefit (Pension)
  • NET near Harriet Beizer Associates Pension Plan
  • NET ind #1009

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 Manufacturing retirement plans → · Plans in Vermont →

The Caledonian Record Publishing Co in the asset neighbourhood

Steven E. Howell, Cpa, PC Cash Balance PlanSteven E. Howell, Cpa, PC Ca…$306KThe Mindside LLC Cash Balance PlanThe Mindside LLC Cash Balanc…$309KThe Caledonian Record Publishing CoThe Caledonian Record Publis…$302KHarriet Beizer Associates Pension PlanHarriet Beizer Associates Pe…$300KWyoming Carpenters Pension PlanWyoming Carpenters Pension P…$297K
End-of-year total assets ($M) among The Caledonian Record Publishing Co and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$298K
Net Assets (End of Year)$302K
Net Income$4K
Employer EIN030109770
Plan Effective Date1966-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Caledonian Record Publishing Co)

Sponsor-wide plan assets over time

All The Caledonian Record Publishing Co plans reported in each filing year

Latest sponsor-wide plan assets
$302K 1.296446503147268% vs 2022
2023 filing year
$0.3M 20222023 $0.3M $0.3M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 8 $298K
2023 1 8 $302K

Nearby Defined Benefit (Pension) Plans in Vermont

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Caledonian Record Publishing Co vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -1000100200300400 Total assets ($M) Participants The Caledonian Record Publishing Co, Total assets ($M): 0.302222 · Participants: 8The Caledonian Record Publishing CoNational Life Group Pension Plan for Employees, Total assets ($M): 322.826507 · Participants: 789National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 144.600053 · Participants: 230Employees' Retirement Plan of Green Mountain Power CorporationCentral Vermont Medical Center Employees Pension Plan, Total assets ($M): 98.336256 · Participants: 451Central Vermont Medical Center Employees Pension PlanNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 65.512531 · Participants: 311Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontVermont Mutual Insurance Company Employees' Pension Plan, Total assets ($M): 59.946958 · Participants: 80Vermont Mutual Insurance Company Employees' Pension Plan
The Caledonian Record Publishing Co vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare The Caledonian Record Publishing Co side-by-side with 3 peers →

The Caledonian Record Publishing Co's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Harriet Beizer Associates Pension Plan in VA ($300K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($302K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 The Caledonian Record Publishing Co assets move in 2023? ▼
The Caledonian Record Publishing Co edged up modestly - up 1.3% during 2023, from $298K to $302K. Reported net income was $4K.
How have The Caledonian Record Publishing Co plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Caledonian Record Publishing Co's sponsor-wide assets grew 1.3%, from $298K to $302K.
Where does The Caledonian Record Publishing Co rank by assets among Form 5500 filers? ▼
The Caledonian Record Publishing Co ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to The Caledonian Record Publishing Co? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Harriet Beizer Associates Pension Plan in VA ($300K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Caledonian Record Publishing Co? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 030109770.

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.