Other · DOL Form 5500 · 2024
Northwestern Counseling and Support Services, Inc. Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 455
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $81,089
- Avg per participant Below avg balance/head
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.
- #14,063 in Healthcare & Social Assistance (16,916 peers)
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.
- #14,063
- in Healthcare & Social Assistance (16,916 peers)
- +13.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Northwestern Counseling and Support Services Tax Deferred Annuity's outsized position by total assets
Northwestern Counseling and Support Services Tax Deferred Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,895,574 Top 20% higher than 80% 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
Northwestern Counseling and Support Services Tax Deferred Annuity 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. Northwestern Counseling and Support Services Tax Deferred Annuity sits mid-pack in the medium band (455 participants).
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.
Form 5500 schedule snapshot
Filing strip 030210542 · Northwestern Counseling and Support Services, Inc. PY 2024 · Other
Northwestern Counseling and Support Services Tax Deferred Annuity · $37M · 455 · 80th
- EOY $37M
- EOY 455
- EOY 80th
- EOY Other
- EOY near Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc.
- EOY ind #14063
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 Healthcare & Social Assistance retirement plans → · Plans in Vermont →
Northwestern Counseling and Support Services Tax Deferred Annuity in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Northwestern Counseling and Support Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 37.3232188791235% vs 2022
- 2024 filing year
| 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.
- 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
- World Learning, Inc. Retirement Plan $96M · 446
Northwestern Counseling and Support Services Tax Deferred Annuity's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. in MA ($37M); by covered participants it is Denver Art Museum Retirement Plan in CO (455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (455 participants); asset peers above are excluded.
- Denver Art Museum Retirement Plan (CO) 455 · 0 off
- Spanish Peaks Healthcare Systems 403(b) Plan (CO) 455 · 0 off
- 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois (IL) 455 · 0 off
- Renaissance Behavioral Health Systems, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) 455 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.