Other · DOL Form 5500 · 2022

Vermont Energy Investment Corporation Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
284
Participants Below avg headcount
87th
Percentile by assets National rank
$156,542
Avg per participant Above avg balance/head
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Official DOL plan name: Vermont Energy Investment Corp. Tax Deferred Annuity Plan · Sponsored by Vermont Energy Investment Corporation · Vermont · Professional & Technical Services

$44M in assets, 284 participants

Vermont Energy Investment Corporation's Vermont Energy Investment Corp. Tax Deferred Annuity Plan reported $44M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,952 in Professional & Technical Services (21,562 peers)

Where Vermont Energy Investment Corp. Tax Deferred Annuity Plan sits by assets

Vermont Energy Investment Corp. Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $44M for 284 participants (~$156,542/participant), down 16.4% in 2022.

#18,952
in Professional & Technical Services (21,562 peers)
-16.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vermont Energy Investment Corp. Tax Deferred Annuity Plan's outsized position by total assets

Vermont Energy Investment Corp. Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$44,458,061 Top 13% higher than 87% of 139,123 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 2022

Vermont Energy Investment Corp. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vermont Energy Investment Corp. Tax Deferred Annuity Plan sits mid-pack in the medium band (284 participants).

Form 5500 schedule snapshot

Filing strip 030304418 · Vermont Energy Investment Corporation PY 2022 · Other

Vermont Energy Investment Corp. Tax Deferred Annuity Plan · $44M · 284 · 87th

  • EOY $44M
  • 5500 284
  • ASSETS 87th
  • PCT Other
  • EIN near Cedar Crest College DC and Tda Retirement Plan
  • RANK ind #18952

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 Professional & Technical Services retirement plans → · Plans in Vermont →

Vermont Energy Investment Corp. Tax Deferred Annuity Plan in the asset neighbourhood

Terc, Inc. DC Retirement Plan$45MWyoming Seminary Defined Contribution Retirement PlanWyoming Seminary Defined Con…$45MSpeare Memorial Hospital 403(b) PlanSpeare Memorial Hospital 403…$45MVermont Energy Investment Corp. Tax Deferred Annuity PlanVermont Energy Investment Co…$44MCedar Crest College DC and Tda Retirement PlanCedar Crest College DC and T…$44M
End-of-year total assets ($M) among Vermont Energy Investment Corp. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$44M
Net Income-$9M
Employer EIN030304418
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vermont Energy Investment Corporation)

Sponsor-wide plan assets over time

All Vermont Energy Investment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$62M 39.25928528461914% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.5M $61.9M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 284 $44M
2023 1 322 $54M
2024 1 345 $62M

Nearby Other Plans in Vermont

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

Vermont Energy Investment Corp. Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Vermont Energy Investment Corp. Tax Deferred Annuity Plan, Total assets ($M): 44.458061 · Participants: 284Vermont Energy Investment Corp. Tax Deferred Annuity PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings Plan
Vermont Energy Investment Corp. Tax Deferred Annuity Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Vermont Energy Investment Corp. Tax Deferred Annuity Plan side-by-side with 3 peers →

Vermont Energy Investment Corp. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Cedar Crest College DC and Tda Retirement Plan in PA ($44M); by covered participants it is St. James Place of Baton Rouge 403(b) Plan in LA (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vermont Energy Investment Corp. Tax Deferred Annuity Plan assets move in 2022? ▼
Vermont Energy Investment Corp. Tax Deferred Annuity Plan declined sharply - down 16.4% during 2022, from $53M to $44M. Reported net income was -$9M.
How have Vermont Energy Investment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Energy Investment Corporation's sponsor-wide assets grew 39.3%, from $44M to $62M.
Where does Vermont Energy Investment Corp. Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Vermont Energy Investment Corp. Tax Deferred Annuity Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Vermont Energy Investment Corp. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Cedar Crest College DC and Tda Retirement Plan in PA ($44M, 411 participants).
Which Other plans cover a similar participant headcount to Vermont Energy Investment Corp. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is St. James Place of Baton Rouge 403(b) Plan in LA (284 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030304418.

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.