401(k) · DOL Form 5500 · 2024
The University of Vermont Health Network 403b) Retirement Savings Plan 401(k) Plan
Data updated 2026-08-11
- $2.2B
- Total assets
- 12,486
- Participants
- 99th
- Percentile by assets
- $177,777
- Avg per participant
Official DOL plan name: The University of Vermont Medical Center 403(b) Plan · Sponsored by The University of Vermont Health Network 403b) Retirement Savings Plan · Vermont · Healthcare & Social Assistance
$2.2B in assets, 12,486 participants
The University of Vermont Health Network 403b) Retirement Savings Plan's The University of Vermont Medical Center 403(b) Plan reported $2.2B in total assets and 12,486 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #16,815 in Healthcare & Social Assistance (16,916 peers)
Coverage in Vermont
The University of Vermont Medical Center 403(b) Plan covers 12,486 participants in Vermont, 51x the typical Vermont plan (state average ~245 per filing). Assets: $2.2B.
- $2.2B
- total plan assets (2024 EOY)
- 12,486
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $177,777
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The University of Vermont Medical Center 403(b) Plan reported net income fell from $316M in the plan year 2023 filing to $255M in the plan year 2024 filing.
- The University of Vermont Medical Center 403(b) Plan end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.2B in the plan year 2024 filing.
- The University of Vermont Medical Center 403(b) Plan reported participants rose from 11,162 in the plan year 2023 filing to 12,486 in the plan year 2024 filing.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. The University of Vermont Medical Center 403(b) Plan reports 12,486 participants - 51x that state average ($2.2B EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.2B |
| Net Income | $255M |
| Employer EIN | 030219309 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The University of Vermont Health Network 403b) Retirement Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,856 | $1.6B |
| 2023 | 1 | 11,162 | $2.0B |
| 2024 | 1 | 12,486 | $2.2B |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The University of Vermont Medical Center 403(b) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
- Incentive Retirement Plan for Employees of PC Construction Company $160M · 461
Scale composition for The University of Vermont Medical Center 403(b) Plan
The University of Vermont Medical Center 403(b) Plan reports $2.2B in end-of-year assets across 12,486 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $177,777 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $255M.
This plan identity (EIN 030219309, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.6B to $2.2B (+34.6%) while covered participants moved from 8,856 to 12,486 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,856 | $1.6B | Open filing |
| 2023 | 11,162 | $2.0B | Open filing |
| 2024 · index core | 12,486 | $2.2B | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The University of Vermont Medical Center 403(b) Plan by total assets, not by location.
- Rock Holdings & Associated Companies Savings Plan (MI) $2.2B · 15,298
- Park Nicollet Health Services 401(k) Retirement Savings Plan (MN) $2.2B · 8,360
- Air Liquide & Airgas 401(k) Plan (TX) $2.2B · 17,600
- Empower Retirement, LLC 401(k) Savings Plan (CO) $2.2B · 10,185
Frequently Asked Questions
How did The University of Vermont Medical Center 403(b) Plan assets move in 2024? ▼
How have The University of Vermont Health Network 403b) Retirement Savings Plan plan assets changed over time? ▼
Where does The University of Vermont Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The University of Vermont Medical Center 403(b) Plan? ▼
Next read for The University of Vermont Medical Center…
Filing takeaways
Ways to act on The University of Vermont Medical Center 403(b) Plan's numbers.
- By total assets, The University of Vermont Medical Center 403(b) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Vermont. Compare plans
- The University of Vermont Health Network 403b) Retirement Savings Plan's sponsor-wide assets have grown 34.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans