Other · DOL Form 5500 · 2024

Brattleboro Retreat Retirement Plan

Data updated 2026-08-11

$43M
Total assets
447
Participants
82nd
Percentile by assets
$96,160
Avg per participant
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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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$43M
total plan assets (2024 EOY)
447
covered participants
82nd
percentile by assets (of 123,622 plans)
$96,160
avg assets per participant

Where Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat sits 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

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 2024

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.

See the national 2023→2024 release diff →

State
Vermont
Industry
Healthcare & Social Assistance

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs the 2024 asset distribution

By assets, Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN030107360
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brattleboro Retreat)

$30M$35M$40M$45M 202220232024 $34.7M $43M ▲ +23.9%
Total plan assets by year, all Brattleboro Retreat plans on file
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.

Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Tax Sheltered Annuit…, Total assets ($M): 42.983635 · Participants: 447Tax Sheltered Annuit…Middlebury College V…, Total assets ($M): 311.834512 · Participants: 1028Middlebury College V…Rutland Regional Hea…, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Hea…Norwich University D…, Total assets ($M): 175.751512 · Participants: 1061Norwich University D…Champlain College De…, Total assets ($M): 116.482678 · Participants: 463Champlain College De…World Learning, Inc.…, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc.…
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat vs. nearby Other plans in Vermont, assets vs. participants
Compare Tax Sheltered Annuity Savings Plan for E… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat by total assets, not by location.

Frequently Asked Questions

How did Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat assets move in 2024? ▼
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat grew at a solid clip - up 12.3% during 2024, from $38M to $43M. Reported net income was $5M.
How have Brattleboro Retreat plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brattleboro Retreat's sponsor-wide assets grew 24.0%, from $35M to $43M.
Where does Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat rank by assets among Form 5500 filers? ▼
Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat? ▼
Among Other plans in other states, the closest by assets is Chinese Hospital 403(b) Retirement Plan in CA ($43M, 717 participants).

Next read for Tax Sheltered Annuity Savings Plan for E…

Scale reading

Ways to act on Tax Sheltered Annuity Savings Plan for Employees of Brattleboro Retreat's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030107360.

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.