401(k) · DOL Form 5500 · 2024

Council on Aging for Southeastern Vt 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
38
Participants Small participant base
27th
Percentile by assets National rank
$41,947
Avg per participant Low balance/head
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Official DOL plan name: Council on Aging Retirement Savings Plan · Sponsored by Council on Aging for Southeastern Vt · Vermont · Healthcare & Social Assistance

$2M in assets, 38 participants

Council on Aging for Southeastern Vt's Council on Aging Retirement Savings Plan reported $2M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,091 in Healthcare & Social Assistance (16,916 peers)

Council on Aging for Southeastern Vt multi-year trail

Council on Aging for Southeastern Vt's plans moved -10.5% in assets from 2022 to 2024; this filing shows Council on Aging Retirement Savings Plan at $2M / 38 participants.

#4,091
in Healthcare & Social Assistance (16,916 peers)
+11.8%
assets growth YoY

Council on Aging Retirement Savings Plan among the smaller filed plans by assets

Council on Aging Retirement Savings Plan vs every filed plan by assets

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

$1,593,996 27th percentile higher than 27% 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

Council on Aging Retirement Savings 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. Council on Aging Retirement Savings Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Council on Aging Retirement Savings Plan reported net income rose from -$355K in the plan year 2023 filing to $168K in the plan year 2024 filing.
  • Council on Aging Retirement Savings Plan reported participants rose from 30 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Council on Aging Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222738766 · Council on Aging for Southeastern Vt PY 2024 · 401(k)

Council on Aging Retirement Savings Plan · $2M · 38 · 27th

  • EIN $2M
  • EIN 38
  • EIN 27th
  • EIN 401(k)
  • EIN near Modern Door Corporation Employees' 401(k) Profit Sharing Plan and Trust
  • EIN ind #4091

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 →

Council on Aging Retirement Savings Plan in the asset neighbourhood

Council on Aging Retirement Savings PlanCouncil on Aging Retirement …$2MModern Door Corporation Employees' 401(k) Profit Sharing Plan and TrustModern Door Corporation Empl…$2MSanta Fe Recovery Center 401(k) PlanSanta Fe Recovery Center 401…$2MDgj Hardware Incorporated Retirement PlanDgj Hardware Incorporated Re…$2MUnited Financial of Illinois, Inc. 401(k) PlanUnited Financial of Illinois…$2M
End-of-year total assets ($M) among Council on Aging Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Council on Aging for Southeastern Vt multi-year asset trail

Sponsor-wide plan assets over time

All Council on Aging for Southeastern Vt plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.490847188849624% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.78M $1.59M ▼ -10.7%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 30 $1M
2024 1 38 $2M

Council on Aging for Southeastern Vt filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$168K
Employer EIN222738766
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Council on Aging Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Council on Aging Retirement Savings Plan, Total assets ($B): 0.001593996 · Participants: 38Council on Aging Retirement Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Council on Aging Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Council on Aging Retirement Savings Plan side-by-side with 3 peers →

Council on Aging Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Modern Door Corporation Employees' 401(k) Profit Sharing Plan and Trust in WI ($2M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Council on Aging Retirement Savings Plan assets move in 2024? ▼
Council on Aging Retirement Savings Plan grew at a solid clip - up 11.8% during 2024, from $1M to $2M. Reported net income was $168K.
How have Council on Aging for Southeastern Vt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Council on Aging for Southeastern Vt's sponsor-wide assets declined 10.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Council on Aging Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modern Door Corporation Employees' 401(k) Profit Sharing Plan and Trust in WI ($2M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Council on Aging Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 222738766.

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.