401(k) · DOL Form 5500 · 2024

Blue Cross and Blue Shield of Vermont 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
416
Participants Below avg headcount
90th
Percentile by assets National rank
$223,432
Avg per participant Above avg balance/head
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Official DOL plan name: Bcbs of Vermont 401(k) Retirement Program · Sponsored by Blue Cross and Blue Shield of Vermont · Vermont · Finance & Insurance

$93M in assets, 416 participants

Blue Cross and Blue Shield of Vermont's Bcbs of Vermont 401(k) Retirement Program reported $93M in total assets and 416 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,208 in Finance & Insurance (8,549 peers)

Where Bcbs of Vermont 401(k) Retirement Program sits by assets

Bcbs of Vermont 401(k) Retirement Program sits in the top 10% of all filed plans by assets, $93M for 416 participants (~$223,432/participant), up 15.1% in 2024.

#7,208
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bcbs of Vermont 401(k) Retirement Program's outsized position by total assets

Bcbs of Vermont 401(k) Retirement Program vs every filed plan by assets

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

$92,947,865 Top 10% higher than 90% 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

Bcbs of Vermont 401(k) Retirement Program 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. Bcbs of Vermont 401(k) Retirement Program sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bcbs of Vermont 401(k) Retirement Program end-of-year assets rose from $81M in the plan year 2023 filing to $93M in the plan year 2024 filing.
  • Bcbs of Vermont 401(k) Retirement Program reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Bcbs of Vermont 401(k) Retirement Program reported participants rose from 406 in the plan year 2023 filing to 416 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030277307 · Blue Cross and Blue Shield of Vermont PY 2024 · 401(k)

Bcbs of Vermont 401(k) Retirement Program · $93M · 416 · 90th

  • VS-ST $93M
  • VS-ST 416
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Jas Forwarding (USA), Inc. 401(k) Plan
  • VS-ST ind #7208

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 →

Bcbs of Vermont 401(k) Retirement Program in the asset neighbourhood

Arizona Iced Tea 401(k) Plan$93MBcbs of Vermont 401(k) Retirement ProgramBcbs of Vermont 401(k) Retir…$93MJas Forwarding (USA), Inc. 401(k) PlanJas Forwarding (USA), Inc. 4…$93MIntellibridge 401(k) Plan$93MSuperior Ready Mix Concrete, L.P. Profit Sharing/401(k) PlanSuperior Ready Mix Concrete,…$93M
End-of-year total assets ($M) among Bcbs of Vermont 401(k) Retirement Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$93M
Net Income$12M
Employer EIN030277307
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Cross and Blue Shield of Vermont)

Sponsor-wide plan assets over time

All Blue Cross and Blue Shield of Vermont plans reported in each filing year

Latest sponsor-wide plan assets
$157M 21.672766665077013% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $157M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 766 $129M
2023 2 717 $146M
2024 2 740 $157M

Nearby 401(k) Plans in Vermont

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

Bcbs of Vermont 401(k) Retirement Program vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Bcbs of Vermont 401(k) Retirement Program, Total assets ($B): 0.092947865 · Participants: 416Bcbs of Vermont 401(k) Retirement ProgramThe 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
Bcbs of Vermont 401(k) Retirement Program vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Bcbs of Vermont 401(k) Retirement Program side-by-side with 3 peers →

Bcbs of Vermont 401(k) Retirement Program's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Jas Forwarding (USA), Inc. 401(k) Plan in GA ($93M); by covered participants it is Centerview Partners LLC 401(k) Plan in NY (416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Bcbs of Vermont 401(k) Retirement Program assets move in 2024? ▼
Bcbs of Vermont 401(k) Retirement Program grew sharply - up 15.1% during 2024, from $81M to $93M. Reported net income was $12M.
How have Blue Cross and Blue Shield of Vermont plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Cross and Blue Shield of Vermont's sponsor-wide assets grew 21.7%, from $129M to $157M.
Where does Bcbs of Vermont 401(k) Retirement Program rank by assets among Form 5500 filers? ▼
Bcbs of Vermont 401(k) Retirement Program ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Bcbs of Vermont 401(k) Retirement Program? ▼
Among 401(k) plans in other states, the closest by assets is Jas Forwarding (USA), Inc. 401(k) Plan in GA ($93M, 1,101 participants).
Which 401(k) plans cover a similar participant headcount to Bcbs of Vermont 401(k) Retirement Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Centerview Partners LLC 401(k) Plan in NY (416 participants, $73M 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 030277307.

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.