Other · DOL Form 5500 · 2024
Southwestern Vermont Health Care Retirement Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 1,200
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $66,789
- Avg per participant Below avg balance/head
Official DOL plan name: Southwestern Vermont Health Care 403(b) · Sponsored by Southwestern Vermont Health Care · Vermont · Healthcare & Social Assistance
$80M in assets, 1,200 participants
Southwestern Vermont Health Care's Southwestern Vermont Health Care 403(b) reported $80M in total assets and 1,200 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,268 in Healthcare & Social Assistance (16,916 peers)
Coverage in Vermont
Southwestern Vermont Health Care 403(b) covers 1,200 participants in Vermont, 4.9x the typical Vermont plan (state average ~245 per filing). Assets: $80M.
- #15,268
- in Healthcare & Social Assistance (16,916 peers)
- +13.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Southwestern Vermont Health Care 403(b)'s outsized position by total assets
Southwestern Vermont Health Care 403(b) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,146,388 Top 11% higher than 89% 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
Southwestern Vermont Health Care 403(b)'s large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwestern Vermont Health Care 403(b) lands in the large band (1,200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwestern Vermont Health Care 403(b) end-of-year assets rose from $71M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- Southwestern Vermont Health Care 403(b) reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Southwestern Vermont Health Care 403(b) reported participants fell from 1,235 in the plan year 2023 filing to 1,200 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030179435 · Southwestern Vermont Health Care PY 2024 · Other
Southwestern Vermont Health Care 403(b) · $80M · 1,200 · 89th
- NET $80M
- NET 1,200
- NET 89th
- NET Other
- NET near Radiological Society of North America Defined Contribution Retirement Plan
- NET ind #15268
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 →
Southwestern Vermont Health Care 403(b) in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $9M |
| Employer EIN | 030179435 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southwestern Vermont Health Care)
Sponsor-wide plan assets over time
All Southwestern Vermont Health Care plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 32.072207451202146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,246 | $61M |
| 2023 | 1 | 1,235 | $71M |
| 2024 | 1 | 1,200 | $80M |
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
Southwestern Vermont Health Care 403(b)'s out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Radiological Society of North America Defined Contribution Retirement Plan in IL ($80M); by covered participants it is Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in GA (1,200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,200 participants); asset peers above are excluded.
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) 1,200 · 0 off
- Northeast District Council of the Opcmia Annuity Fund (NY) 1,202 · 2 off
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) 1,205 · 5 off
- Carteret County General Hospital Tax Deferred Savings Plan (NC) 1,195 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.