Other · DOL Form 5500 · 2024
President & Fellows of Middlebury College Retirement Plan
Data updated 2026-08-25
- $312M
- Total assets Above avg plan size
- 1,028
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $303,341
- Avg per participant High balance/head
Official DOL plan name: Middlebury College Voluntary Retirement Plan · Sponsored by President & Fellows of Middlebury College · Vermont · Educational Services
$312M in assets, 1,028 participants
President & Fellows of Middlebury College's Middlebury College Voluntary Retirement Plan reported $312M in total assets and 1,028 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,396 in Educational Services (3,638 peers)
Coverage in Vermont
Middlebury College Voluntary Retirement Plan covers 1,028 participants in Vermont, 4.2x the typical Vermont plan (state average ~245 per filing). Assets: $312M.
- #3,396
- in Educational Services (3,638 peers)
- +6.1%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Middlebury College Voluntary Retirement Plan's outsized position by total assets
Middlebury College Voluntary Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$311,834,512 Top 4% higher than 96% 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
Middlebury College Voluntary Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlebury College Voluntary Retirement Plan lands in the large band (1,028 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middlebury College Voluntary Retirement Plan reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Middlebury College Voluntary Retirement Plan reported participants fell from 1,104 in the plan year 2023 filing to 1,028 in the plan year 2024 filing.
- Middlebury College Voluntary Retirement Plan end-of-year assets rose from $294M in the plan year 2023 filing to $312M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030179298 · President & Fellows of Middlebury College PY 2024 · Other
Middlebury College Voluntary Retirement Plan · $312M · 1,028 · 96th
- 5500 $312M
- ASSETS 1,028
- PCT 96th
- EIN Other
- RANK near The Salk Institute Retirement Plan
- PHOTO ind #3396
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 →
Middlebury College Voluntary Retirement Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $294M |
|---|---|
| Net Assets (End of Year) | $312M |
| Net Income | $18M |
| Employer EIN | 030179298 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President & Fellows of Middlebury College)
Sponsor-wide plan assets over time
All President & Fellows of Middlebury College plans reported in each filing year
- Latest sponsor-wide plan assets
- $885M 22.154045008158082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,697 | $725M |
| 2023 | 2 | 2,765 | $810M |
| 2024 | 2 | 2,528 | $885M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
- Northwestern Medical Center, Inc. 403(b) Plan $93M · 731
Middlebury College Voluntary Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is The Salk Institute Retirement Plan in CA ($311M); by covered participants it is Wheaton College Retirement Plan in IL (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($312M here).
- The Salk Institute Retirement Plan (CA) $311M · 864
- Denison University Retirement Plan (OH) $310M · 1,126
- Operating Engineers Local 428 Annuity Trust Fund (AZ) $313M · 7,789
- Tulane University Staff 403(b) Retirement Plan (LA) $313M · 3,135
Similar participant headcount
Nearest other-state filings by covered participants (1,028 participants); asset peers above are excluded.
- Wheaton College Retirement Plan (IL) 1,027 · 1 off
- St. Catherine University Defined Contribution Retirement Plan (MN) 1,029 · 1 off
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement Plan (NJ) 1,027 · 1 off
- Section 403(b) Retirement Plan for Goodwill Industries Suncoast, Inc. (FL) 1,027 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.