Other · DOL Form 5500 · 2024

Vail Mountain School Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
79
Participants Small participant base
55th
Percentile by assets National rank
$121,283
Avg per participant Near avg balance/head
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Official DOL plan name: Vail Mountain School 403(b) Retirement Plan · Sponsored by Vail Mountain School · Colorado · Educational Services

$10M in assets, 79 participants

Vail Mountain School's Vail Mountain School 403(b) Retirement Plan reported $10M in total assets and 79 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.

  • #1,361 in Educational Services (3,638 peers)

Vail Mountain School multi-year trail

Vail Mountain School's plans moved +155.3% in assets from 2022 to 2024; this filing shows Vail Mountain School 403(b) Retirement Plan at $10M / 79 participants.

#1,361
in Educational Services (3,638 peers)
+115.5%
assets growth YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vail Mountain School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Vail Mountain School 403(b) Retirement Plan vs every filed plan by assets

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

$9,581,353 Top 45% higher than 55% 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

Vail Mountain School 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vail Mountain School 403(b) Retirement Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vail Mountain School 403(b) Retirement Plan reported net income fell from $693K in the plan year 2023 filing to -$224K in the plan year 2024 filing.
  • Vail Mountain School 403(b) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Vail Mountain School 403(b) Retirement Plan reported participants fell from 80 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 840533775 · Vail Mountain School PY 2024 · Other

Vail Mountain School 403(b) Retirement Plan · $10M · 79 · 55th

  • NET $10M
  • NET 79
  • NET 55th
  • NET Other
  • NET near Maimonides Academy 403b Plan - Plan# 346962
  • NET ind #1361

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 Colorado →

Vail Mountain School 403(b) Retirement Plan in the asset neighbourhood

Family Health Center Retirement PlanFamily Health Center Retirem…$10MVail Mountain School 403(b) Retirement PlanVail Mountain School 403(b) …$10MMaimonides Academy 403b Plan - Plan# 346962Maimonides Academy 403b Plan…$10MLearn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda PlanLearn Charter School 403(b) …$10MWatts Healthcare Corporation Money Purchase PlanWatts Healthcare Corporation…$10M
End-of-year total assets ($M) among Vail Mountain School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Vail Mountain School multi-year asset trail

Sponsor-wide plan assets over time

All Vail Mountain School plans reported in each filing year

Latest sponsor-wide plan assets
$10M 155.2570872459012% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $3.75M $9.58M ▲ +155.5%
Year Plans Participants Total Assets
2022 1 78 $4M
2023 1 80 $4M
2024 1 79 $10M

Vail Mountain School filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$10M
Net Income-$224K
Employer EIN840533775
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Vail Mountain School 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Vail Mountain School 403(b) Retirement Plan, Total assets ($B): 0.009581353 · Participants: 79Vail Mountain School 403(b) Retirement PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Vail Mountain School 403(b) Retirement Plan vs. nearby Other plans in Colorado, assets vs. participants

Vail Mountain School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Maimonides Academy 403b Plan - Plan# 346962 in CA ($10M); by covered participants it is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Vail Mountain School 403(b) Retirement Plan assets move in 2024?
Vail Mountain School 403(b) Retirement Plan surged - up 115.5% during 2024, from $4M to $10M. Reported net income was -$224K.
How have Vail Mountain School plan assets changed over time?
Across 3 plan years on file (2022-2024), Vail Mountain School's sponsor-wide assets grew 155.3%, from $4M to $10M.
Which Other plans are similar in size to Vail Mountain School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Maimonides Academy 403b Plan - Plan# 346962 in CA ($10M, 135 participants).
Which Other plans cover a similar participant headcount to Vail Mountain School 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants, $11M in assets).