401(k) · DOL Form 5500 · 2024

The University of Vermont Health Network 403b) Retirement Savings Plan 401(k) Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
12,486
Participants Very large workforce
99th
Percentile by assets National rank
$177,777
Avg per participant Above avg balance/head
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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.

  • #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.

#16,815
in Healthcare & Social Assistance (16,916 peers)
+13.0%
assets growth YoY
22×
vs typical plan assets (national mean)

The University of Vermont Medical Center 403(b) Plan's outsized position by total assets

The University of Vermont Medical Center 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,219,723,296 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The University of Vermont Medical Center 403(b) Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University of Vermont Medical Center 403(b) Plan is a mega filing (12,486 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030219309 · The University of Vermont Health Network 403b) Retirement Savings Plan PY 2024 · 401(k)

The University of Vermont Medical Center 403(b) Plan · $2.2B · 12,486 · 99th

  • VS-ST $2.2B
  • VS-ST 12,486
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near Rock Holdings & Associated Companies Savings Plan
  • VS-ST ind #16815

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 →

The University of Vermont Medical Center 403(b) Plan in the asset neighbourhood

Rock Holdings & Associated Companies Savings PlanRock Holdings & Associated C…$2.2BPark Nicollet Health Services 401(k) Retirement Savings PlanPark Nicollet Health Service…$2.2BEmpower Retirement, LLC 401(k) Savings PlanEmpower Retirement, LLC 401(…$2.2BThe University of Vermont Medical Center 403(b) PlanThe University of Vermont Me…$2.2BAir Liquide & Airgas 401(k) PlanAir Liquide & Airgas 401(k) …$2.2B
End-of-year total assets ($B) among The University of Vermont Medical Center 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)$2.0B
Net Assets (End of Year)$2.2B
Net Income$255M
Employer EIN030219309
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Vermont Health Network 403b) Retirement Savings Plan)

Sponsor-wide plan assets over time

All The University of Vermont Health Network 403b) Retirement Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 34.61483206130859% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.65B $2.22B ▲ +34.5%
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 Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants The University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) PlanIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.159995039 · Participants: 461Incentive Retirement Plan for Employees of PC Construction Company
The University of Vermont Medical Center 403(b) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

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

The University of Vermont Medical Center 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Rock Holdings & Associated Companies Savings Plan in MI ($2.2B); by covered participants it is The Quikrete Companies Profit Sharing and Tax Deferred Plan in GA (12,489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (12,486 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The University of Vermont Medical Center 403(b) Plan assets move in 2024? ▼
The University of Vermont Medical Center 403(b) Plan grew at a solid clip - up 13.0% during 2024, from $2.0B to $2.2B. Reported net income was $255M.
How have The University of Vermont Health Network 403b) Retirement Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Vermont Health Network 403b) Retirement Savings Plan's sponsor-wide assets grew 34.6%, from $1.6B to $2.2B.
Where does The University of Vermont Medical Center 403(b) Plan rank by assets among Form 5500 filers? ▼
The University of Vermont Medical Center 403(b) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The University of Vermont Medical Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rock Holdings & Associated Companies Savings Plan in MI ($2.2B, 15,298 participants).
Which 401(k) plans cover a similar participant headcount to The University of Vermont Medical Center 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Quikrete Companies Profit Sharing and Tax Deferred Plan in GA (12,489 participants, $622M in assets).