401(k) · DOL Form 5500 · 2024

Passumpsic Savings Bank 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
144
Participants Small participant base
75th
Percentile by assets National rank
$178,786
Avg per participant Above avg balance/head
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Official DOL plan name: Passumpsic Savings Bank Thrift Incentive Savings Plan · Sponsored by Passumpsic Savings Bank · Vermont · Finance & Insurance

$26M in assets, 144 participants

Passumpsic Savings Bank's Passumpsic Savings Bank Thrift Incentive Savings Plan reported $26M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,246 in Finance & Insurance (8,549 peers)

Where Passumpsic Savings Bank Thrift Incentive Savings Plan sits by assets

Passumpsic Savings Bank Thrift Incentive Savings Plan sits in the top quartile of all filed plans by assets, $26M for 144 participants (~$178,786/participant), up 11.8% in 2024.

#5,246
in Finance & Insurance (8,549 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Passumpsic Savings Bank Thrift Incentive Savings Plan's outsized position by total assets

Passumpsic Savings Bank Thrift Incentive Savings Plan vs every filed plan by assets

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

$25,745,250 Top 25% higher than 75% 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

Passumpsic Savings Bank Thrift Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Passumpsic Savings Bank Thrift Incentive Savings Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Passumpsic Savings Bank Thrift Incentive Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Passumpsic Savings Bank Thrift Incentive Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Passumpsic Savings Bank Thrift Incentive Savings Plan reported participants fell from 149 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030147560 · Passumpsic Savings Bank PY 2024 · 401(k)

Passumpsic Savings Bank Thrift Incentive Savings Plan · $26M · 144 · 75th

  • PHOTO $26M
  • IND 144
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Marietta Dermatology Associates, P.a. 401-K Profit Sharing Plan
  • PCT ind #5246

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 Finance & Insurance retirement plans → · Plans in Vermont →

Passumpsic Savings Bank Thrift Incentive Savings Plan in the asset neighbourhood

Passumpsic Savings Bank Thrift Incentive Savings PlanPassumpsic Savings Bank Thri…$26MMarietta Dermatology Associates, P.a. 401-K Profit Sharing PlanMarietta Dermatology Associa…$26MCrowe's Management Company 401(k) Retirement Savings PlanCrowe's Management Company 4…$26MHoliday Wholesale, Inc. Profit Sharing & 401(k) PlanHoliday Wholesale, Inc. Prof…$26MValidity Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Passumpsic Savings Bank Thrift Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN030147560
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Passumpsic Savings Bank)

Sponsor-wide plan assets over time

All Passumpsic Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.950460333980224% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $25.8M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 147 $19M
2023 1 149 $23M
2024 1 144 $26M

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Passumpsic Savings Bank Thrift Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Passumpsic Savings Bank Thrift Incentive Savings Plan, Total assets ($B): 0.02574525 · Participants: 144Passumpsic Savings Bank Thrift Incentive Savings PlanThe 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) Plan
Passumpsic Savings Bank Thrift Incentive Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Passumpsic Savings Bank Thrift Incentive Savings Plan side-by-side with 3 peers →

Passumpsic Savings Bank Thrift Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Marietta Dermatology Associates, P.a. 401-K Profit Sharing Plan in GA ($26M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Passumpsic Savings Bank Thrift Incentive Savings Plan assets move in 2024? ▼
Passumpsic Savings Bank Thrift Incentive Savings Plan grew at a solid clip - up 11.8% during 2024, from $23M to $26M. Reported net income was $3M.
How have Passumpsic Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Passumpsic Savings Bank's sponsor-wide assets grew 36.0%, from $19M to $26M.
Where does Passumpsic Savings Bank Thrift Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Passumpsic Savings Bank Thrift Incentive Savings Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Passumpsic Savings Bank Thrift Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marietta Dermatology Associates, P.a. 401-K Profit Sharing Plan in GA ($26M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Passumpsic Savings Bank Thrift Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M in assets).

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 030147560.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.