Other · DOL Form 5500 · 2024
Northwestern Counseling and Support Services, Inc. Retirement Plan
Data updated 2026-07-24
- $37M
- Total assets
- 455
- Participants
- 80th
- Percentile by assets
- $81,089
- Avg per participant
Official DOL plan name: Northwestern Counseling and Support Services Tax Deferred Annuity · Sponsored by Northwestern Counseling and Support Services, Inc. · Vermont · Healthcare & Social Assistance
$37M in assets, 455 participants
Northwestern Counseling and Support Services, Inc.'s Northwestern Counseling and Support Services Tax Deferred Annuity reported $37M in total assets and 455 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 116,472 plans)
Where Northwestern Counseling and Support Services Tax Deferred Annuity sits by assets
Northwestern Counseling and Support Services Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $37M for 455 participants (~$81,089/participant), up 13.8% in 2024.
- $37M
- total plan assets (2024 EOY)
- 455
- covered participants
- 80th
- percentile by assets (of 116,472 plans)
- $81,089
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northwestern Counseling and Support Services Tax Deferred Annuity reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Northwestern Counseling and Support Services Tax Deferred Annuity end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Northwestern Counseling and Support Services Tax Deferred Annuity reported participants fell from 465 in the plan year 2023 filing to 455 in the plan year 2024 filing.
Northwestern Counseling and Support Services Tax Deferred Annuity vs the 2024 asset distribution
By assets, Northwestern Counseling and Support Services Tax Deferred Annuity outranks 80% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 030210542 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northwestern Counseling and Support Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 452 | $27M |
| 2023 | 1 | 465 | $32M |
| 2024 | 1 | 455 | $37M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
Northwestern Counseling and Support Services Tax Deferred Annuity vs. nearby Other plans in Vermont, assets vs. participants
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Northwestern Counseling and Support Services Tax Deferred Annuity by total assets, not by location.
Frequently Asked Questions
How did Northwestern Counseling and Support Services Tax Deferred Annuity assets move in 2024? ▼
How have Northwestern Counseling and Support Services, Inc. plan assets changed over time? ▼
Where does Northwestern Counseling and Support Services Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Northwestern Counseling and Support Services Tax Deferred Annuity? ▼
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Ways to act on Northwestern Counseling and Support Services Tax Deferred Annuity's numbers.
- By total assets, Northwestern Counseling and Support Services Tax Deferred Annuity ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- Northwestern Counseling and Support Services, Inc.'s sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 030210542.
Read our methodology - how this data is sourced, computed, and verified.