Plan5500

Manchester, 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, Manchester, VT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $29,496,471 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Manchester

  • 4 loaded plans hold $29.5M in reported assets across 3 sponsors.
  • The largest, Burr And Burton Academy 403(B)Plan, holds 94% of reported Manchester plan assets.
  • Plans cover 482 participants — about 121 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.5MSummed across loaded plans$29,496,471
Total reported assets$29.5M$29,496,471
Total reported participants482
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.5M total assets
Net assets$29.5MLiabilities$0
Contributions & income
Employer contributions$499.2K
Participant contributions$824.7K
Total income / additions$5.8M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Manchester, 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

Manchester market comparison

Largest plan share of assets94%Burr And Burton Academy 403(B)Plan
Participants per plan121Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Manchester

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

  1. 1
    Burr And Burton Academy 403(B)Plan$27.7M
    Burr And Burton Seminary D/B/A Burr And Burton Academy · 2023
  2. 2
    Kittredge Mortgage Corporation Profit Sharing Retirement Plan$1.6M
    Kittredge Mortgage Corporation · 2023
  3. 3
    Tls Enterprises, Inc. 401(K) Profit Sharing Plan$235.6K
    Tls Enterprises, Inc. · 2023
  4. 4
    Burr & Burton Health And Welfare Plannot reported in the loaded dataset
    Burr & Burton Academy · 2023

Largest plans in Manchester → · Manchester plans by participants → · Manchester plans with financial data → · Manchester plans with provider compensation → · $1B+ plans in Manchester →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Manchester, VT?
4 plan(s) reported by 3 sponsor(s) are loaded for Manchester, VT.

Related Form 5500 pages