Other · DOL Form 5500 · 2024

Northern Counties Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
338
Participants Below avg headcount
73rd
Percentile by assets National rank
$69,536
Avg per participant Below avg balance/head
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Official DOL plan name: Northern Counties Health Care Retirement Plan · Sponsored by Northern Counties Health Care, Inc. · Vermont · Healthcare & Social Assistance

$24M in assets, 338 participants

Northern Counties Health Care, Inc.'s Northern Counties Health Care Retirement Plan reported $24M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,073 in Healthcare & Social Assistance (16,916 peers)

Northern Counties Health Care, Inc. multi-year trail

Northern Counties Health Care, Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows Northern Counties Health Care Retirement Plan at $24M / 338 participants.

#13,073
in Healthcare & Social Assistance (16,916 peers)
+3.8%
assets growth YoY

Northern Counties Health Care Retirement Plan's outsized position by total assets

Northern Counties Health Care Retirement Plan vs every filed plan by assets

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

$23,503,125 Top 27% higher than 73% 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

Northern Counties Health Care 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. Northern Counties Health Care Retirement Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Northern Counties Health Care Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $865K in the plan year 2024 filing.
  • Northern Counties Health Care Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Northern Counties Health Care Retirement Plan reported participants fell from 345 in the plan year 2023 filing to 338 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510199559 · Northern Counties Health Care, Inc. PY 2024 · Other

Northern Counties Health Care Retirement Plan · $24M · 338 · 73rd

  • VS-ST $24M
  • VS-ST 338
  • VS-ST 73rd
  • VS-ST Other
  • VS-ST near 403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services
  • VS-ST ind #13073

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 →

Northern Counties Health Care Retirement Plan in the asset neighbourhood

Anna Maria College DC Retirement PlanAnna Maria College DC Retire…$24MNorthern Counties Health Care Retirement PlanNorthern Counties Health Car…$24M403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services403(b) Thrift Plan for Emplo…$23MThe Lexington School Retirement PlanThe Lexington School Retirem…$23MLife Enriching Communities 403b PlanLife Enriching Communities 4…$23M
End-of-year total assets ($M) among Northern Counties Health Care Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Northern Counties Health Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Northern Counties Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 15.353660919366193% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.4M $23.5M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 324 $20M
2023 1 345 $23M
2024 1 338 $24M

Northern Counties Health Care, Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$865K
Employer EIN510199559
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

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

Northern Counties Health Care Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Northern Counties Health Care Retirement Plan, Total assets ($M): 23.503125 · Participants: 338Northern Counties Health Care Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 311.834512 · Participants: 1028Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 175.751512 · Participants: 1061Norwich University Defined Contribution Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 116.482678 · Participants: 463Champlain College Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc. Retirement Plan
Northern Counties Health Care Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants

Northern Counties Health Care Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is 403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services in TX ($23M); by covered participants it is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Northern Counties Health Care Retirement Plan assets move in 2024? ▼
Northern Counties Health Care Retirement Plan edged up modestly - up 3.8% during 2024, from $23M to $24M. Reported net income was $865K.
How have Northern Counties Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern Counties Health Care, Inc.'s sponsor-wide assets grew 15.4%, from $20M to $24M.
Which Other plans are similar in size to Northern Counties Health Care Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Presbyterian Children's Homes and Services in TX ($23M, 281 participants).
Which Other plans cover a similar participant headcount to Northern Counties Health Care Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan in GA (338 participants, $53M in assets).