Defined Benefit (Pension) · DOL Form 5500 · 2024

Vermont Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
70
Participants Small participant base
86th
Percentile by assets National rank
$824,295
Avg per participant High balance/head
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Official DOL plan name: Vermont Mutual Insurance Company Employees' Pension Plan · Sponsored by Vermont Mutual Insurance Company · Vermont · Finance & Insurance

$58M in assets, 70 participants

Vermont Mutual Insurance Company's Vermont Mutual Insurance Company Employees' Pension Plan reported $58M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,646 in Finance & Insurance (8,549 peers)

Where Vermont Mutual Insurance Company Employees' Pension Plan sits by assets

Vermont Mutual Insurance Company Employees' Pension Plan sits in the top quartile of all filed plans by assets, $58M for 70 participants (~$824,295/participant), down 3.7% in 2024.

#6,646
in Finance & Insurance (8,549 peers)
-3.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vermont Mutual Insurance Company Employees' Pension Plan's outsized position by total assets

Vermont Mutual Insurance Company Employees' Pension Plan vs every filed plan by assets

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

$57,700,620 Top 14% higher than 86% 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

Vermont Mutual Insurance Company Employees' Pension 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. Vermont Mutual Insurance Company Employees' Pension Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vermont Mutual Insurance Company Employees' Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Vermont Mutual Insurance Company Employees' Pension Plan reported participants fell from 80 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • Vermont Mutual Insurance Company Employees' Pension Plan end-of-year assets fell from $60M in the plan year 2023 filing to $58M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030164650 · Vermont Mutual Insurance Company PY 2024 · Defined Benefit (Pension)

Vermont Mutual Insurance Company Employees' Pension Plan · $58M · 70 · 86th

  • PCT $58M
  • EIN 70
  • RANK 86th
  • PHOTO Defined Benefit (Pension)
  • IND near Vitro Flat Glass LLC Retirement Plan
  • EOY ind #6646

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 Finance & Insurance retirement plans → · Plans in Vermont →

Vermont Mutual Insurance Company Employees' Pension Plan in the asset neighbourhood

Southern Ct IBEW Pension Plan$58MVermont Mutual Insurance Company Employees' Pension PlanVermont Mutual Insurance Com…$58MVitro Flat Glass LLC Retirement PlanVitro Flat Glass LLC Retirem…$58MIndian River Memorial Hospital, Inc. Pension PlanIndian River Memorial Hospit…$58MEmployees Retirement Plan of Suriname Aluminum Co for Employees in Suriname Plan IIEmployees Retirement Plan of…$58M
End-of-year total assets ($M) among Vermont Mutual Insurance Company Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$58M
Net Income-$2M
Employer EIN030164650
Plan Effective Date1951-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Mutual Insurance Company)

Sponsor-wide plan assets over time

All Vermont Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$134M 17.47906523121508% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $114M $134M ▲ +17.5%
Year Plans Participants Total Assets
2022 2 399 $114M
2023 2 396 $128M
2024 2 386 $134M

Nearby Defined Benefit (Pension) Plans in Vermont

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Vermont Mutual Insurance Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600800 0100200300400 Total assets ($M) Participants Vermont Mutual Insurance Company Employees' Pension Plan, Total assets ($M): 57.70062 · Participants: 70Vermont Mutual Insurance Company Employees' Pension PlanNational Life Group Pension Plan for Employees, Total assets ($M): 308.97846 · Participants: 726National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 149.433052 · Participants: 214Employees' Retirement Plan of Green Mountain Power CorporationNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 63.960179 · Participants: 324Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontVermont Electric Power Company Pension Plan, Total assets ($M): 28.888161 · Participants: 51Vermont Electric Power Company Pension PlanHeritage Family Federal Credit Union Defined Benefit Plan and Trust, Total assets ($M): 21.749952 · Participants: 104Heritage Family Federal Credit Union Defined Benefit Plan and Trust
Vermont Mutual Insurance Company Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare Vermont Mutual Insurance Company Employees' Pension Plan side-by-side with 3 peers →

Vermont Mutual Insurance Company Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Vitro Flat Glass LLC Retirement Plan in PA ($58M); by covered participants it is The Fidelity Bank Pension Plan in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Vermont Mutual Insurance Company Employees' Pension Plan assets move in 2024? ▼
Vermont Mutual Insurance Company Employees' Pension Plan edged down modestly - down 3.7% during 2024, from $60M to $58M. Reported net income was -$2M.
How have Vermont Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Mutual Insurance Company's sponsor-wide assets grew 17.5%, from $114M to $134M.
Where does Vermont Mutual Insurance Company Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Vermont Mutual Insurance Company Employees' Pension Plan ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Vermont Mutual Insurance Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vitro Flat Glass LLC Retirement Plan in PA ($58M, 88 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vermont Mutual Insurance Company Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Fidelity Bank Pension Plan in NC (70 participants, $38M 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 030164650.

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.