401(k) · DOL Form 5500 · 2024

Lyndon Institute 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
164
Participants Small participant base
46th
Percentile by assets National rank
$38,816
Avg per participant Low balance/head
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Official DOL plan name: Lyndon Institute, Inc. 401(k) Plan · Sponsored by Lyndon Institute · Vermont · Educational Services

$6M in assets, 164 participants

Lyndon Institute's Lyndon Institute, Inc. 401(k) Plan reported $6M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,111 in Educational Services (3,638 peers)

Lyndon Institute multi-year trail

Lyndon Institute's plans moved +21.9% in assets from 2022 to 2024; this filing shows Lyndon Institute, Inc. 401(k) Plan at $6M / 164 participants.

#1,111
in Educational Services (3,638 peers)
+11.5%
assets growth YoY

Lyndon Institute, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Lyndon Institute, Inc. 401(k) Plan vs every filed plan by assets

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

$6,365,850 46th percentile higher than 46% 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

Lyndon Institute, Inc. 401(k) 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. Lyndon Institute, Inc. 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lyndon Institute, Inc. 401(k) Plan reported participants rose from 98 in the plan year 2023 filing to 164 in the plan year 2024 filing.
  • Lyndon Institute, Inc. 401(k) Plan reported net income rose from $485K in the plan year 2023 filing to $657K in the plan year 2024 filing.
  • Lyndon Institute, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 030182055 · Lyndon Institute PY 2024 · 401(k)

Lyndon Institute, Inc. 401(k) Plan · $6M · 164 · 46th

  • RANK $6M
  • PHOTO 164
  • IND 46th
  • EOY 401(k)
  • 5500 near All Weather Management, Inc. 401(k) Plan
  • ASSETS ind #1111

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 →

Lyndon Institute, Inc. 401(k) Plan in the asset neighbourhood

Lyndon Institute, Inc. 401(k) PlanLyndon Institute, Inc. 401(k…$6MAll Weather Management, Inc. 401(k) PlanAll Weather Management, Inc.…$6MPuttshack USA Inc. 401(k) PlanPuttshack USA Inc. 401(k) Pl…$6MEd Hicks Imports 401(k) Profit Sharing PlanEd Hicks Imports 401(k) Prof…$6MEa Collective 401(k) Plan$6M
End-of-year total assets ($M) among Lyndon Institute, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lyndon Institute multi-year asset trail

Sponsor-wide plan assets over time

All Lyndon Institute plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.854646148050566% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.22M $6.37M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 103 $5M
2023 1 98 $6M
2024 1 164 $6M

Lyndon Institute filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$657K
Employer EIN030182055
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Lyndon Institute, Inc. 401(k) 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 ($B) Participants Lyndon Institute, Inc. 401(k) Plan, Total assets ($B): 0.00636585 · Participants: 164Lyndon Institute, Inc. 401(k) 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
Lyndon Institute, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Lyndon Institute, Inc. 401(k) Plan side-by-side with 3 peers →

Lyndon Institute, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is All Weather Management, Inc. 401(k) Plan in FL ($6M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Lyndon Institute, Inc. 401(k) Plan assets move in 2024? ▼
Lyndon Institute, Inc. 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $6M to $6M. Reported net income was $657K.
How have Lyndon Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyndon Institute's sponsor-wide assets grew 21.9%, from $5M to $6M.
Which 401(k) plans are similar in size to Lyndon Institute, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All Weather Management, Inc. 401(k) Plan in FL ($6M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Lyndon Institute, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 030182055.

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.