Other · DOL Form 5500 · 2023

Champlain Housing Trust, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
146
Participants Small participant base
54th
Percentile by assets National rank
$55,953
Avg per participant Low balance/head
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Official DOL plan name: Champlain Housing Trust, Inc. 403(b) Plan · Sponsored by Champlain Housing Trust, Inc. · Vermont · Healthcare & Social Assistance

$8M in assets, 146 participants

Champlain Housing Trust, Inc.'s Champlain Housing Trust, Inc. 403(b) Plan reported $8M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,578 in Healthcare & Social Assistance (17,684 peers)

Champlain Housing Trust, Inc. multi-year trail

Champlain Housing Trust, Inc.'s plans moved +43.6% in assets from 2022 to 2024; this filing shows Champlain Housing Trust, Inc. 403(b) Plan at $8M / 146 participants.

#10,578
in Healthcare & Social Assistance (17,684 peers)
+36.5%
assets growth YoY

Champlain Housing Trust, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Champlain Housing Trust, Inc. 403(b) Plan vs every filed plan by assets

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

$8,169,079 Top 46% higher than 54% 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

Champlain Housing Trust, Inc. 403(b) Plan 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. Champlain Housing Trust, Inc. 403(b) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Champlain Housing Trust, Inc. 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Champlain Housing Trust, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Champlain Housing Trust, Inc. 403(b) Plan reported participants rose from 130 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222536446 · Champlain Housing Trust, Inc. PY 2023 · Other

Champlain Housing Trust, Inc. 403(b) Plan · $8M · 146 · 54th

  • PHOTO $8M
  • IND 146
  • EOY 54th
  • 5500 Other
  • ASSETS near St. John's Community Services Tax Sheltered Annuity Plan
  • PCT ind #10578

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 →

Champlain Housing Trust, Inc. 403(b) Plan in the asset neighbourhood

Guardian Angels 403b Retirement PlanGuardian Angels 403b Retirem…$8MThe Mental Health Association of Westchester County, Inc. 403(b) PlanThe Mental Health Associatio…$8MChamplain Housing Trust, Inc. 403(b) PlanChamplain Housing Trust, Inc…$8MSt. John's Community Services Tax Sheltered Annuity PlanSt. John's Community Service…$8MAndrews School Tiaa-Cref Tax Deferred Retirement AnnuitiesAndrews School Tiaa-Cref Tax…$8M
End-of-year total assets ($M) among Champlain Housing Trust, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Champlain Housing Trust, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Champlain Housing Trust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 43.59108271653796% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.98M $8.59M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 130 $6M
2023 1 146 $8M
2024 1 159 $9M

Champlain Housing Trust, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN222536446
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

Champlain Housing Trust, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400 Total assets ($M) Participants Champlain Housing Trust, Inc. 403(b) Plan, Total assets ($M): 8.169079 · Participants: 146Champlain Housing Trust, Inc. 403(b) PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
Champlain Housing Trust, Inc. 403(b) Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Champlain Housing Trust, Inc. 403(b) Plan side-by-side with 3 peers →

Champlain Housing Trust, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is St. John's Community Services Tax Sheltered Annuity Plan in DC ($8M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Champlain Housing Trust, Inc. 403(b) Plan assets move in 2023? ▼
Champlain Housing Trust, Inc. 403(b) Plan surged - up 36.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have Champlain Housing Trust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Champlain Housing Trust, Inc.'s sponsor-wide assets grew 43.6%, from $6M to $9M.
Which Other plans are similar in size to Champlain Housing Trust, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is St. John's Community Services Tax Sheltered Annuity Plan in DC ($8M, 746 participants).
Which Other plans cover a similar participant headcount to Champlain Housing Trust, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants, $46M 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 222536446.

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.