Profit Sharing · DOL Form 5500 · 2024

University of Vermont and State Agricultural College Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
81
Participants Small participant base
67th
Percentile by assets National rank
$206,157
Avg per participant Above avg balance/head
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Official DOL plan name: University of Vermont Foundation 403(b) Plan · Sponsored by University of Vermont and State Agricultural College Foundation, Inc. · Vermont · Educational Services

$17M in assets, 81 participants

University of Vermont and State Agricultural College Foundation, Inc.'s University of Vermont Foundation 403(b) Plan reported $17M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,791 in Educational Services (3,638 peers)

What the 2024 filing shows

University of Vermont Foundation 403(b) Plan holds $17M for 81 participants - about $206,157 per participant, above the median plan by assets.

#1,791
in Educational Services (3,638 peers)
+3.2%
assets growth YoY

University of Vermont Foundation 403(b) Plan's outsized position by total assets

University of Vermont Foundation 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,698,718 Top 33% higher than 67% of 123,620 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 2024

University of Vermont Foundation 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Vermont Foundation 403(b) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Vermont Foundation 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $519K in the plan year 2024 filing.
  • University of Vermont Foundation 403(b) Plan reported participants rose from 76 in the plan year 2023 filing to 81 in the plan year 2024 filing.
  • University of Vermont Foundation 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 451556038 · University of Vermont and State Agricultural College Foundation, Inc. PY 2024 · Profit Sharing

University of Vermont Foundation 403(b) Plan · $17M · 81 · 67th

  • PART $17M
  • TYPE 81
  • NET 67th
  • BOOK Profit Sharing
  • VS-ST near Central Boston Elder Services, Inc. 403(b) Retirement Plan
  • BOY ind #1791

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 Educational Services retirement plans → · Plans in Vermont →

University of Vermont Foundation 403(b) Plan in the asset neighbourhood

University of Vermont Foundation 403(b) PlanUniversity of Vermont Founda…$17MCentral Boston Elder Services, Inc. 403(b) Retirement PlanCentral Boston Elder Service…$17MGlenbrook Capital Management, Inc. Employees' Profit Sharing PlanGlenbrook Capital Management…$17MKv Mathew Md PC Employees Profit Sharing PlanKv Mathew Md PC Employees Pr…$17MApixio Holdings, LLC 401(k) PlanApixio Holdings, LLC 401(k) …$17M
End-of-year total assets ($M) among University of Vermont Foundation 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$519K
Employer EIN451556038
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Vermont and State Agricultural College Foundation, Inc.)

Sponsor-wide plan assets over time

All University of Vermont and State Agricultural College Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 3.2081534520215205% vs 2023
2024 filing year
$16M$16.2M$16.4M$16.6M$16.8M 20232024 $16.2M $16.7M ▲ +3.2%
Year Plans Participants Total Assets
2023 1 76 $16M
2024 1 81 $17M

Nearby Profit Sharing Plans in Vermont

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

University of Vermont Foundation 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. -500050010001500 050100150 Total assets ($M) Participants University of Vermont Foundation 403(b) Plan, Total assets ($M): 16.698718 · Participants: 81University of Vermont Foundation 403(b) PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 110.259394 · Participants: 1261Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 30.02594 · Participants: 176Burr and Burton Academy 403(b)PlanThe Putney School 403-B Plan, Total assets ($M): 21.179744 · Participants: 88The Putney School 403-B PlanVermont Housing & Conservation Board Profit Sharing Plan, Total assets ($M): 8.190601 · Participants: 49Vermont Housing & Conservation Board Profit Sharing PlanCv Oil Company Profit Sharing Plan, Total assets ($M): 7.052096 · Participants: 24Cv Oil Company Profit Sharing Plan
University of Vermont Foundation 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare University of Vermont Foundation 403(b) Plan side-by-side with 3 peers →

University of Vermont Foundation 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is Central Boston Elder Services, Inc. 403(b) Retirement Plan in MA ($17M); by covered participants it is Puerto Rico Pathology Retirement Plan in PR (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Vermont Foundation 403(b) Plan assets move in 2024? ▼
University of Vermont Foundation 403(b) Plan edged up modestly - up 3.2% during 2024, from $16M to $17M. Reported net income was $519K.
How have University of Vermont and State Agricultural College Foundation, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), University of Vermont and State Agricultural College Foundation, Inc.'s sponsor-wide assets grew 3.2%, from $16M to $17M.
Which Profit Sharing plans are similar in size to University of Vermont Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Central Boston Elder Services, Inc. 403(b) Retirement Plan in MA ($17M, 176 participants).
Which Profit Sharing plans cover a similar participant headcount to University of Vermont Foundation 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Puerto Rico Pathology Retirement Plan in PR (81 participants, $3M in assets).

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 451556038.

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.