401(k) · DOL Form 5500 · 2024
Vermont State Employees Association, Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $262,888
- Avg per participant High balance/head
Official DOL plan name: Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan · Sponsored by Vermont State Employees Association, Inc · Vermont · Other Services
$5M in assets, 18 participants
Vermont State Employees Association, Inc's Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #4,894 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan ranks #4,894 of 7,719 2024 filers by assets (424% of the sector average)-$5M for 18 participants.
- #4,894
- in Other Services (7,719 peers)
- +14.8%
- assets growth YoY
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,731,978 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Vermont State Employees Association, Inc. 401(k) Profit Sharing 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 State Employees Association, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan reported net income fell from $907K in the plan year 2023 filing to $611K in the plan year 2024 filing.
- Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 18 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 030187599 · Vermont State Employees Association, Inc PY 2024 · 401(k)
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan · $5M · 18 · 41st
- ASSETS $5M
- ASSETS 18
- ASSETS 41st
- ASSETS 401(k)
- ASSETS near Cicada Song Enterprises, Inc. 401(k) Profit Sharing Plan
- ASSETS ind #4894
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 Other Services retirement plans → · Plans in Vermont →
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $611K |
| Employer EIN | 030187599 |
| Plan Effective Date | 1989-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Vermont State Employees Association, Inc)
Sponsor-wide plan assets over time
All Vermont State Employees Association, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 47.244886623710705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $3M |
| 2023 | 1 | 21 | $4M |
| 2024 | 1 | 18 | $5M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
Vermont State Employees Association, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Cicada Song Enterprises, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.