ESOP · DOL Form 5500 · 2024

Trust Company of Vermont ESOP

Data updated 2026-07-24

$22M
Total assets: 42
Participants: 72nd
Percentile by assets: $515,836
Avg per participant

Official DOL plan name: Trust Company of Vermont Employee Stock Ownership Plan · Sponsored by Trust Company of Vermont · Vermont · Finance & Insurance

$22M in assets, 42 participants

Trust Company of Vermont's Trust Company of Vermont Employee Stock Ownership Plan reported $22M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

72nd percentile by assets (of 116,472 plans)

Trust Company of Vermont multi-year trail

Trust Company of Vermont's plans moved +17.1% in assets from 2022 to 2024; this filing shows Trust Company of Vermont Employee Stock Ownership Plan at $22M / 42 participants.

$22M
total plan assets (2024 EOY): 42
covered participants: 72nd
percentile by assets (of 116,472 plans): $515,836
avg assets per participant

Trust Company of Vermont Employee Stock Ownership Plan reported net income rose from $307K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Trust Company of Vermont Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Trust Company of Vermont Employee Stock Ownership Plan reported participants fell from 43 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Vermont

Industry

Finance & Insurance

Trust Company of Vermont across 3 plan years on file

Across the 3 plan years Trust Company of Vermont has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $22M, a gain of 17.1%, while reported participants moved from 39 to 42 (+7.7%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($19M).

Trust Company of Vermont multi-year asset trail

Total plan assets by year, all Trust Company of Vermont plans on file

Year	Plans	Participants	Total Assets
2022	1	39	$19M
2023	1	43	$19M
2024	1	42	$22M

Trust Company of Vermont filing trail (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$22M
Net Income	$3M
Employer EIN	030362172
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Vermont

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

Trust Company of Vermont Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants

Vermont Information Processing, Inc. Employee Stock Ownership Plan $676M · 566
King Arthur Employee Stock Ownership Plan $328M · 320
Cfc ESOP $98M · 431
Hallam Associates Inc. Employee Stock Ownership Plan $24M · 146
Alpine Snowguards Employee Stock Ownership Plan $20M · 27

Compare Trust Company of Vermont Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Trust Company of Vermont Employee Stock Ownership Plan by total assets, not by location.

Colonial Systems, Inc. Employee Stock Ownership Plan (MA) $22M · 24
Land Title, Inc. Employee Stock Ownership Plan and Trust (MN) $22M · 84
Brazos Paving, Inc. Employee Stock Ownership Plan (TX) $22M · 151
Architectural Nexus, Inc. Employee Stock Ownership Plan and Trust (UT) $22M · 111

Frequently Asked Questions

How did Trust Company of Vermont Employee Stock Ownership Plan assets move in 2024? ▼

Trust Company of Vermont Employee Stock Ownership Plan grew sharply - up 15.2% during 2024, from $19M to $22M. Reported net income was $3M.

How have Trust Company of Vermont plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trust Company of Vermont's sponsor-wide assets grew 17.1%, from $19M to $22M.

Which ESOP plans are similar in size to Trust Company of Vermont Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Colonial Systems, Inc. Employee Stock Ownership Plan in MA ($22M, 24 participants).

Next read for Trust Company of Vermont Employee Stock …

Multi-year trail

Ways to act on Trust Company of Vermont Employee Stock Ownership Plan's numbers.

By total assets, Trust Company of Vermont Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Vermont. Compare plans
Trust Company of Vermont's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 030362172.

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.