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
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
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.
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
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)
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
| 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.
- 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 |
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).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,486 participants); asset peers above are excluded.
- The Quikrete Companies Profit Sharing and Tax Deferred Plan (GA) 12,489 · 3 off
- Phillips 66 Savings Plan (TX) 12,476 · 10 off
- Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan (WI) 12,511 · 25 off
- Saint Luke's Retirement Balance and Matching Plan (MO) 12,441 · 45 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.