401(k) · DOL Form 5500 · 2024

Vermont Academy 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
135
Participants Small participant base
69th
Percentile by assets National rank
$139,544
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vermont Academy Defined Contribution Retirement Plan · Sponsored by Vermont Academy · Vermont · Educational Services

$19M in assets, 135 participants

Vermont Academy's Vermont Academy Defined Contribution Retirement Plan reported $19M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,899 in Educational Services (3,638 peers)

Vermont Academy multi-year trail

Vermont Academy's plans moved +37.5% in assets from 2022 to 2024; this filing shows Vermont Academy Defined Contribution Retirement Plan at $19M / 135 participants.

#1,899
in Educational Services (3,638 peers)
+22.9%
assets growth YoY

Vermont Academy Defined Contribution Retirement Plan's outsized position by total assets

Vermont Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$18,838,395 Top 31% higher than 69% 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

Vermont Academy Defined Contribution Retirement 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. Vermont Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vermont Academy Defined Contribution Retirement Plan reported participants rose from 84 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Vermont Academy Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Vermont Academy Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 030179600 · Vermont Academy PY 2024 · 401(k)

Vermont Academy Defined Contribution Retirement Plan · $19M · 135 · 69th

  • RANK $19M
  • PHOTO 135
  • IND 69th
  • EOY 401(k)
  • 5500 near Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust
  • ASSETS ind #1899

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 Educational Services retirement plans → · Plans in Vermont →

Vermont Academy Defined Contribution Retirement Plan in the asset neighbourhood

Vermont Academy Defined Contribution Retirement PlanVermont Academy Defined Cont…$19MWoodburn Nursery & Azaleas, Inc. Retirement Plan and TrustWoodburn Nursery & Azaleas, …$19MManchester Sports Center Inc 401(k) Profit Sharing PlanManchester Sports Center Inc…$19MAdvanced Motion Controls 401(k) PlanAdvanced Motion Controls 401…$19MPrice Brothers, Inc Retirement PlanPrice Brothers, Inc Retireme…$19M
End-of-year total assets ($M) among Vermont Academy Defined Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vermont Academy multi-year asset trail

Sponsor-wide plan assets over time

All Vermont Academy plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.47635829128599% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.7M $18.8M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 91 $14M
2023 1 84 $15M
2024 1 135 $19M

Vermont Academy filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN030179600
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Vermont Academy Defined Contribution Retirement 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 ($B) Participants Vermont Academy Defined Contribution Retirement Plan, Total assets ($B): 0.018838395 · Participants: 135Vermont Academy Defined Contribution Retirement 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
Vermont Academy Defined Contribution Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Vermont Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Vermont Academy Defined Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust in OR ($19M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Vermont Academy Defined Contribution Retirement Plan assets move in 2024? ▼
Vermont Academy Defined Contribution Retirement Plan grew sharply - up 22.9% during 2024, from $15M to $19M. Reported net income was $2M.
How have Vermont Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vermont Academy's sponsor-wide assets grew 37.5%, from $14M to $19M.
Which 401(k) plans are similar in size to Vermont Academy Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodburn Nursery & Azaleas, Inc. Retirement Plan and Trust in OR ($19M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Vermont Academy Defined Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 030179600.

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.