Other · DOL Form 5500 · 2024
Norwich University Retirement Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 1,061
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $165,647
- Avg per participant Above avg balance/head
Official DOL plan name: Norwich University Defined Contribution Retirement Plan · Sponsored by Norwich University · Vermont · Educational Services
$176M in assets, 1,061 participants
Norwich University's Norwich University Defined Contribution Retirement Plan reported $176M in total assets and 1,061 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,247 in Educational Services (3,638 peers)
Coverage in Vermont
Norwich University Defined Contribution Retirement Plan covers 1,061 participants in Vermont, 4.3x the typical Vermont plan (state average ~245 per filing). Assets: $176M.
- #3,247
- in Educational Services (3,638 peers)
- +3.2%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Norwich University Defined Contribution Retirement Plan's outsized position by total assets
Norwich University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$175,751,512 Top 6% higher than 94% 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
Norwich University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norwich University Defined Contribution Retirement Plan lands in the large band (1,061 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Norwich University Defined Contribution Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Norwich University Defined Contribution Retirement Plan reported participants fell from 1,126 in the plan year 2023 filing to 1,061 in the plan year 2024 filing.
- Norwich University Defined Contribution Retirement Plan end-of-year assets rose from $170M in the plan year 2023 filing to $176M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 030179424 · Norwich University PY 2024 · Other
Norwich University Defined Contribution Retirement Plan · $176M · 1,061 · 94th
- 5500 $176M
- ASSETS 1,061
- PCT 94th
- EIN Other
- RANK near Milwaukee School of Engineering Defined Contribution Plan
- PHOTO ind #3247
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 →
Norwich University Defined Contribution Retirement Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $170M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $6M |
| Employer EIN | 030179424 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norwich University)
Sponsor-wide plan assets over time
All Norwich University plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 13.849530849067468% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 929 | $154M |
| 2023 | 1 | 1,126 | $170M |
| 2024 | 1 | 1,061 | $176M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
- Northwestern Medical Center, Inc. 403(b) Plan $93M · 731
Norwich University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Milwaukee School of Engineering Defined Contribution Plan in WI ($176M); by covered participants it is Hudson Headwaters Health Network Retirement Savings Plan in NY (1,063 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- Milwaukee School of Engineering Defined Contribution Plan (WI) $176M · 462
- Gannon University Defined Contribution Plan (PA) $175M · 1,064
- Messiah University Defined Contribution Retirement Plan (PA) $176M · 1,748
- Norc, Inc. Supplemental Retirement Plan (IL) $175M · 2,925
Similar participant headcount
Nearest other-state filings by covered participants (1,061 participants); asset peers above are excluded.
- Hudson Headwaters Health Network Retirement Savings Plan (NY) 1,063 · 2 off
- Eventide 403(b) Tax Deferred Savings Plan (MN) 1,064 · 3 off
- Kingsbrook Jewish Medical Center's Tax Deferred Annuity Retirement Plan (NY) 1,064 · 3 off
- Youth Consultation Service Tax Sheltered Annuity Plan (NJ) 1,065 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.