Other · DOL Form 5500 · 2024
Brattleboro Retreat Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 447
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $96,160
- Avg per participant Below avg balance/head
Official DOL plan name: Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat · Sponsored by Brattleboro Retreat · Vermont · Healthcare & Social Assistance
$43M in assets, 447 participants
Brattleboro Retreat's Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported $43M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,361 in Healthcare & Social Assistance (16,916 peers)
Where Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits by assets
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits in the top quartile of all filed plans by assets, $43M for 447 participants (~$96,160/participant), up 12.3% in 2024.
- #14,361
- in Healthcare & Social Assistance (16,916 peers)
- +12.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's outsized position by total assets
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,983,635 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits mid-pack in the medium band (447 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat reported participants rose from 410 in the plan year 2023 filing to 447 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 030107360 · Brattleboro Retreat PY 2024 · Other
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat · $43M · 447 · 82nd
- BOOK $43M
- BOOK 447
- BOOK 82nd
- BOOK Other
- BOOK near Chinese Hospital 403(b) Retirement Plan
- BOOK ind #14361
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 →
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $5M |
| Employer EIN | 030107360 |
| Plan Effective Date | 1988-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brattleboro Retreat)
Sponsor-wide plan assets over time
All Brattleboro Retreat plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 23.951147076909308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $35M |
| 2023 | 1 | 410 | $38M |
| 2024 | 1 | 447 | $43M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Chinese Hospital 403(b) Retirement Plan in CA ($43M); by covered participants it is Wofford College Defined Contribution Retirement Plan in SC (447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Chinese Hospital 403(b) Retirement Plan (CA) $43M · 717
- Town School for Boys DC Retirement Plan (CA) $43M · 120
- The Leffell School Retirement Plan (NY) $43M · 236
- Alliant Health Solutions, Inc. 403(b) Plan (GA) $43M · 227
Similar participant headcount
Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.
- Wofford College Defined Contribution Retirement Plan (SC) 447 · 0 off
- The Door-a Center of Alternatives, Inc. Defined Contribution Retirement Plan (NY) 447 · 0 off
- The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings Plan (NY) 447 · 0 off
- 403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc. (NY) 447 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.