Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VERMONT ENERGY INVESTMENT CORP.

This Profit Sharing plan holds $62M in total assets and serves 345 participants as of 2024. It is sponsored by VERMONT ENERGY INVESTMENT CORP. in District of Columbia. The plan reported positive net income of $8M for the year.

Total Assets (2023)
$62M
Participants
345
Industry
Professional & Technical Services

What the Filing Says About VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN is a Profit Sharing retirement plan sponsored by VERMONT ENERGY INVESTMENT CORP., headquartered in District of Columbia. As of the 2024 Form 5500 filing, the plan reports $62M in total end-of-year assets and covers 345 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 030304418, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2024 to $62M at year-end — a gain of 14.0%. Net assets (after liabilities) closed the year at $62M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$62M
Net Assets (End of Year)$62M
Net Income$8M
Plan TypeProfit Sharing
Employer EIN030304418
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VERMONT ENERGY INVESTMENT CORP.)

Year Plans Participants Total Assets
2022 1 284 $44M
2023 1 322 $54M
2024 1 345 $62M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN?
As of the 2024 Form 5500 filing, VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN holds $62M in total assets with 345 participants. It is sponsored by VERMONT ENERGY INVESTMENT CORP..
What type of plan is VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN?
VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN is a Profit Sharing plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 030304418.
Who sponsors the VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN?
VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN is sponsored by VERMONT ENERGY INVESTMENT CORP., located in District of Columbia. The sponsor's EIN is 030304418 and the plan operates in the Professional & Technical Services industry.
How did VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN perform in 2024?
VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN grew by 14.0% during 2024, moving from $54M to $62M in total assets. Net income was $8M.
Where can I find official filings for VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN?
Official Form 5500 filings for VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030304418 or plan name at efast.dol.gov.
How does VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN compare to other plans?
You can compare VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN against other Profit Sharing plans on the plan type page, or view plans in District of Columbia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 030304418.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.