Other · DOL Form 5500 · 2024

President & Fellows of Middlebury College Retirement Plan

Data updated 2026-07-24

$312M
Total assets: 1,028
Participants: 96th
Percentile by assets: $303,341
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

Coverage in Vermont

Middlebury College Voluntary Retirement Plan covers 1,028 participants in Vermont, 4.1x the typical Vermont plan (state average ~250 per filing). Assets: $312M.

$312M
total plan assets (2024 EOY): 1,028
covered participants: 96th
percentile by assets (of 116,472 plans): $303,341
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Vermont

Industry

Educational Services

Participants vs Vermont filers

In Vermont, the average filing covers about 250 participants across 306 plans. Middlebury College Voluntary Retirement Plan reports 1,028 participants - 4.1x that state average ($312M EOY assets).

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)

Total plan assets by year, all President & Fellows of Middlebury College plans on file

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.

Middlebury College Voluntary Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

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
Northwestern Medical Center, Inc. 403(b) Plan $93M · 731
Southwestern Vermont Health Care 403(b) $80M · 1,200

Compare Middlebury College Voluntary Retirement … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Middlebury College Voluntary Retirement Plan by total assets, not by location.

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
The University of Chicago Medical Center Contributory Retirement Plan (IL) $310M · 1,585

Frequently Asked Questions

How did Middlebury College Voluntary Retirement Plan assets move in 2024? ▼

Middlebury College Voluntary Retirement Plan grew at a solid clip - up 6.1% during 2024, from $294M to $312M. Reported net income was $18M.

How have President & Fellows of Middlebury College plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), President & Fellows of Middlebury College's sponsor-wide assets grew 22.2%, from $725M to $885M.

Where does Middlebury College Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼

Middlebury College Voluntary Retirement Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Middlebury College Voluntary Retirement Plan? ▼

Among Other plans in other states, the closest by assets is The Salk Institute Retirement Plan in CA ($311M, 864 participants).

Next read for Middlebury College Voluntary Retirement …

Filing takeaways

Ways to act on Middlebury College Voluntary Retirement Plan's numbers.

By total assets, Middlebury College Voluntary 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 Other 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

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 030179298.

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.