Burlington, VT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Burlington, VT has 51 loaded benefit plan(s) reported by 38 plan sponsor(s), with $2,764,039,790 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
51
Plan sponsors
38
Latest filing year
2023

What stands out in Burlington

  • 51 loaded plans hold $2.8B in reported assets across 38 sponsors.
  • The largest, The University Of Vermont Medical Center 403(B) Plan, holds 71% of reported Burlington plan assets.
  • Plans cover 43,256 participants — about 848 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8BSummed across loaded plans$2,760,853,782
Total reported assets$2.8B$2,764,039,790
Total reported participants43.3K43,256
Total reported liabilities$3.2M$3,186,008

Reported net position

Reported assets = net assets + liabilities (summed)$2.8B total assets
Net assets$2.8BLiabilities$3.2M
Contributions & income
Employer contributions$79.9M
Participant contributions$104.9M
Total income / additions$595.7M
Expenses & distributions
Benefits paid / distributions$182.5M
Total expenses$185.8M
Net increase / (decrease)$409.9M

Data coverage

Plans with financial statements36 / 51 (71%)
Plans with provider compensation22 / 51 (43%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Burlington, VT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Burlington market comparison

Largest plan share of assets71%The University Of Vermont Medical Center 403(B) Plan
Participants per plan848Average across loaded plans
Plan sponsors38
Ranked by reported assets

Largest loaded plans in Burlington

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The University Of Vermont Medical Center · 2023
  2. 2
    The University Of Vermont Health Network · 2023
  3. 3
    Champlain College Incorporated · 2023
  4. 4
  5. 5
    Burton Corporation · 2023
  6. 6
    Primmer Piper, Eggleston & Cramer Pc · 2023
  7. 7
    Vermont Gas Systems, Inc. · 2023
  8. 8
    Mcic Vermont, LLC · 2023
  9. 9
    Gravel & Shea Pc · 2023
  10. 10
    Dinse P.C. · 2023
  11. 11
    Vermont Federal Credit Union · 2023
  12. 12
    Community Health Centers Of Burlington, Inc. · 2023
  13. 13
    The Lane Press, Inc. · 2023
  14. 14
    Lake Champlain Transportation Co. · 2023
  15. 15
    University Of Vermont And State Agricultural College Foundation, Inc. · 2023
  16. 16
    America'S Gardening Resource, Inc. · 2023
  17. 17
    America'S Gardening Resource, Inc. · 2023
  18. 18
    Onion River Cooperative Dba City Market · 2023
  19. 19
    Rhino Foods, Inc. · 2023
  20. 20
  21. 21
    Champlain Housing Trust, Inc. · 2023
  22. 22
    Champlain Chocolate Company · 2023
  23. 23
    Ssg-Advisors, LLC Dba Resonance · 2023
  24. 24
    E Block, Corp. · 2023
  25. 25
    Vermont Adult Learning · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Burlington, VT?
51 plan(s) reported by 38 sponsor(s) are loaded for Burlington, VT.

Related Form 5500 pages