Money Purchase · DOL Form 5500 · 2024
President & Fellows of Middlebury College Money Purchase Plan
Data updated 2026-08-11
- $574M
- Total assets
- 1,500
- Participants
- 97th
- Percentile by assets
- $382,351
- Avg per participant
Official DOL plan name: Middlebury College Core Retirement Plan · Sponsored by President & Fellows of Middlebury College · Vermont · Educational Services
$574M in assets, 1,500 participants
President & Fellows of Middlebury College's Middlebury College Core Retirement Plan reported $574M in total assets and 1,500 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #3,507 in Educational Services (3,638 peers)
Coverage in Vermont
Middlebury College Core Retirement Plan covers 1,500 participants in Vermont, 6.1x the typical Vermont plan (state average ~245 per filing). Assets: $574M.
- $574M
- total plan assets (2024 EOY)
- 1,500
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $382,351
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middlebury College Core Retirement Plan end-of-year assets rose from $516M in the plan year 2023 filing to $574M in the plan year 2024 filing.
- Middlebury College Core Retirement Plan reported participants fell from 1,661 in the plan year 2023 filing to 1,500 in the plan year 2024 filing.
- Middlebury College Core Retirement Plan reported net income fell from $61M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Middlebury College Core Retirement Plan reports 1,500 participants - 6.1x that state average ($574M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $516M |
|---|---|
| Net Assets (End of Year) | $574M |
| Net Income | $58M |
| Employer EIN | 030179298 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President & Fellows of Middlebury College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,697 | $725M |
| 2023 | 2 | 2,765 | $810M |
| 2024 | 2 | 2,528 | $885M |
Nearby Money Purchase Plans in Vermont
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Middlebury College Core Retirement Plan vs. nearby Money Purchase plans in Vermont, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Middlebury College Core Retirement Plan by total assets, not by location.
- Kaiser Permanente Washington Defined Contribution Plan (CA) $568M · 7,774
- The Children's Mercy Hospital Retirement Plan (MO) $564M · 6,714
- Educational Testing Service 401(a) Retirement Plan (NJ) $593M · 3,097
- Pension Trust Fund for Operating Engineers Annuity Plan (CA) $548M · 23,224
Frequently Asked Questions
How did Middlebury College Core Retirement Plan assets move in 2024? ▼
How have President & Fellows of Middlebury College plan assets changed over time? ▼
Where does Middlebury College Core Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Middlebury College Core Retirement Plan? ▼
Next read for Middlebury College Core Retirement Plan
Filing takeaways
Ways to act on Middlebury College Core Retirement Plan's numbers.
- By total assets, Middlebury College Core Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Vermont. Compare plans
- President & Fellows of Middlebury College's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans