Other · DOL Form 5500 · 2024

Trustees of the St. Johnsbury Academy Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
229
Participants Below avg headcount
82nd
Percentile by assets National rank
$181,226
Avg per participant Above avg balance/head
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Official DOL plan name: St. Johnsbury Academy 403(b) Retirement Plan · Sponsored by Trustees of the St. Johnsbury Academy · Vermont · Educational Services

$42M in assets, 229 participants

Trustees of the St. Johnsbury Academy's St. Johnsbury Academy 403(b) Retirement Plan reported $42M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,483 in Educational Services (3,638 peers)

Where St. Johnsbury Academy 403(b) Retirement Plan sits by assets

St. Johnsbury Academy 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 229 participants (~$181,226/participant), up 12.1% in 2024.

#2,483
in Educational Services (3,638 peers)
+12.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

St. Johnsbury Academy 403(b) Retirement Plan's outsized position by total assets

St. Johnsbury Academy 403(b) Retirement Plan vs every filed plan by assets

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

$41,500,680 Top 18% higher than 82% 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

St. Johnsbury Academy 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Johnsbury Academy 403(b) Retirement Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. Johnsbury Academy 403(b) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • St. Johnsbury Academy 403(b) Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • St. Johnsbury Academy 403(b) Retirement Plan reported participants rose from 222 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030181215 · Trustees of the St. Johnsbury Academy PY 2024 · Other

St. Johnsbury Academy 403(b) Retirement Plan · $42M · 229 · 82nd

  • ASSETS $42M
  • ASSETS 229
  • ASSETS 82nd
  • ASSETS Other
  • ASSETS near Pinewood-Oakwood School 403(b) Retirement Plan
  • ASSETS ind #2483

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 →

St. Johnsbury Academy 403(b) Retirement Plan in the asset neighbourhood

Trinity Valley School Tax Sheltered Group AnnuityTrinity Valley School Tax Sh…$42MPrairie Ridge Health, Inc. Employer Matched 403(b)Prairie Ridge Health, Inc. E…$42MSt. Johnsbury Academy 403(b) Retirement PlanSt. Johnsbury Academy 403(b)…$42MPinewood-Oakwood School 403(b) Retirement PlanPinewood-Oakwood School 403(…$41MTrout Unlimited Section 403(b) Retirement PlanTrout Unlimited Section 403(…$41M
End-of-year total assets ($M) among St. Johnsbury Academy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN030181215
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the St. Johnsbury Academy)

Sponsor-wide plan assets over time

All Trustees of the St. Johnsbury Academy plans reported in each filing year

Latest sponsor-wide plan assets
$42M 32.625061066448446% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $41.5M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 231 $31M
2023 1 222 $37M
2024 1 229 $42M

Nearby Other Plans in Vermont

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

St. Johnsbury Academy 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants St. Johnsbury Academy 403(b) Retirement Plan, Total assets ($M): 41.50068 · Participants: 229St. Johnsbury Academy 403(b) Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 311.834512 · Participants: 1028Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 175.751512 · Participants: 1061Norwich University Defined Contribution Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 116.482678 · Participants: 463Champlain College Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc. Retirement Plan
St. Johnsbury Academy 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare St. Johnsbury Academy 403(b) Retirement Plan side-by-side with 3 peers →

St. Johnsbury Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Pinewood-Oakwood School 403(b) Retirement Plan in CA ($41M); by covered participants it is Hospice of the East Bay 403(b) Retirement Plan in CA (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 St. Johnsbury Academy 403(b) Retirement Plan assets move in 2024? ▼
St. Johnsbury Academy 403(b) Retirement Plan grew at a solid clip - up 12.1% during 2024, from $37M to $42M. Reported net income was $4M.
How have Trustees of the St. Johnsbury Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the St. Johnsbury Academy's sponsor-wide assets grew 32.6%, from $31M to $42M.
Where does St. Johnsbury Academy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
St. Johnsbury Academy 403(b) Retirement Plan ranks in the 82nd 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 Other plans are similar in size to St. Johnsbury Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pinewood-Oakwood School 403(b) Retirement Plan in CA ($41M, 201 participants).
Which Other plans cover a similar participant headcount to St. Johnsbury Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of the East Bay 403(b) Retirement Plan in CA (229 participants, $13M 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 030181215.

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.