401(k) · DOL Form 5500 · 2024
Area Resource for Individual Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $31,487
- Avg per participant Low balance/head
Official DOL plan name: Area Resource for Individual Services, Inc. and Members Retirement Plan · Sponsored by Area Resource for Individual Services, Inc. · Vermont · Healthcare & Social Assistance
$10M in assets, 303 participants
Area Resource for Individual Services, Inc.'s Area Resource for Individual Services, Inc. and Members Retirement Plan reported $10M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,172 in Healthcare & Social Assistance (16,916 peers)
Area Resource for Individual Services, Inc. multi-year trail
Area Resource for Individual Services, Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows Area Resource for Individual Services, Inc. and Members Retirement Plan at $10M / 303 participants.
- #10,172
- in Healthcare & Social Assistance (16,916 peers)
- +8.7%
- assets growth YoY
Area Resource for Individual Services, Inc. and Members Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Area Resource for Individual Services, Inc. and Members Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,540,460 Top 45% higher than 55% 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
Area Resource for Individual Services, Inc. and Members 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. Area Resource for Individual Services, Inc. and Members Retirement Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Area Resource for Individual Services, Inc. and Members Retirement Plan reported participants rose from 118 in the plan year 2023 filing to 303 in the plan year 2024 filing.
- Area Resource for Individual Services, Inc. and Members Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $760K in the plan year 2024 filing.
- Area Resource for Individual Services, Inc. and Members Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 043342213 · Area Resource for Individual Services, Inc. PY 2024 · 401(k)
Area Resource for Individual Services, Inc. and Members Retirement Plan · $10M · 303 · 55th
- ASSETS $10M
- PCT 303
- EIN 55th
- RANK 401(k)
- PHOTO near Lineage Capital, LLC 401(k) Plan
- IND ind #10172
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 →
Area Resource for Individual Services, Inc. and Members Retirement Plan in the asset neighbourhood
Area Resource for Individual Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Area Resource for Individual Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 22.866583883823786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $8M |
| 2023 | 1 | 118 | $9M |
| 2024 | 1 | 303 | $10M |
Area Resource for Individual Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $760K |
| Employer EIN | 043342213 |
| Plan Effective Date | 2002-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
Area Resource for Individual Services, Inc. and Members Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Lineage Capital, LLC 401(k) Plan in MA ($10M); by covered participants it is New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan in NY (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Lineage Capital, LLC 401(k) Plan (MA) $10M · 10
- Isaacs & Isaacs, Psc 401(k) Plan (KY) $10M · 80
- Ela Group, Inc. 401(k) Plan (PA) $10M · 42
- Child Start, Inc. Employee Retirement Savings Plan (CA) $10M · 214
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- New Horizon Counseling Center, Inc. 401(k) Profit Sharing Plan (NY) 303 · 0 off
- The Bradley Center Employee Retirement Savings Plan (PA) 303 · 0 off
- Verinext Corp. 401(k) Retirement Plan (PA) 303 · 0 off
- Bemobile, Inc. 401(k) Plan (ND) 303 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.