Plan5500

South Royalton, 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, South Royalton, VT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $43,681,684 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in South Royalton

  • 2 loaded plans hold $43.7M in reported assets across 1 sponsors.
  • The largest, Vermont Law School Retirement Plan, holds 100% of reported South Royalton plan assets.
  • Plans cover 557 participants — about 279 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.7MSummed across loaded plans$43,681,684
Total reported assets$43.7M$43,681,684
Total reported participants557
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.7M total assets
Net assets$43.7MLiabilities$0
Contributions & income
Employer contributions$517.9K
Participant contributions$836.1K
Total income / additions$7.2M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

South Royalton market comparison

Largest plan share of assets100%Vermont Law School Retirement Plan
Participants per plan279Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in South Royalton

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

  1. 1
    Vermont Law School Retirement Plan$43.7M
    Vermont Law School · 2023
  2. 2
    Vermont Law School Health & Welfare Benefit Plannot reported in the loaded dataset
    Vermont Law School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Royalton, VT?
2 plan(s) reported by 1 sponsor(s) are loaded for South Royalton, VT.

Related Form 5500 pages