VT Form 5500 retirement and benefit plan filings
State 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, VT has 596 loaded benefit plan(s) reported by 352 plan sponsor(s), with $10,671,221,158 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 596
- Plan sponsors
- 352
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,671,221,158
- Total reported liabilities (EOY)
- $144,364,951
- Total reported net assets (EOY)
- $10,525,534,257
Contributions & income
- Employer contributions
- $278,470,987
- Participant contributions
- $366,657,813
- Total income / additions
- $2,261,006,716
Expenses & distributions
- Benefits paid / distributions
- $1,088,195,463
- Total expenses
- $1,127,708,365
- Net increase / (decrease)
- $1,133,298,351
Coverage
- Total reported participants
- 215,795
- Plans with financial statements
- 359
- Plans with provider compensation
- 225
Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.
Cities by loaded plan count
- South Burlington, VT — 51 plan(s)
- Burlington, VT — 51 plan(s)
- Colchester, VT — 46 plan(s)
- Williston, VT — 44 plan(s)
- Montpelier, VT — 37 plan(s)
- Brattleboro, VT — 27 plan(s)
- Rutland, VT — 24 plan(s)
- St. Albans, VT — 18 plan(s)
- St. Johnsbury, VT — 16 plan(s)
- Morrisville, VT — 15 plan(s)
- White River Junction, VT — 13 plan(s)
- Winooski, VT — 12 plan(s)
- Middlebury, VT — 12 plan(s)
- Newport, VT — 11 plan(s)
- Essex Junction, VT — 11 plan(s)
Largest loaded plans by reported assets
| Plan | Sponsor | City | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The University Of Vermont Medical Center 403(B) Plan | The University Of Vermont Medical Center | Burlington | $1,965,024,862 | 2023 |
| Middlebury College Core Retirement Plan | President & Fellows Of Middlebury College | Middlebury | $515,966,322 | 2023 |
| Vermont Information Processing, Inc. Employee Stock Ownership Plan | Vermont Information Processing, Inc. | Colchester | $423,913,500 | 2023 |
| National Life Group Pension Plan For Employees | Nlv Financial Corporation | Montpelier | $322,826,507 | 2023 |
| National Life Group 401(K) Plan | National Life Insurance Company | Montpelier | $297,587,487 | 2023 |
| Middlebury College Voluntary Retirement Plan | President & Fellows Of Middlebury College | Middlebury | $293,937,464 | 2023 |
| Rutland Regional Health Services Retirement Savings Plan | Rutland Regional Medical Center | Rutland | $259,589,445 | 2023 |
| Green Mountain Power Corporation Employee Savings And Investment Plan And Trust | Green Mountain Power Corporation | Rutland | $220,116,247 | 2023 |
| King Arthur Employee Stock Ownership Plan | King Arthur Baking Company, Inc. | White River Junction | $192,339,350 | 2023 |
| The University Of Vermont Health Network Master Pension Trust | The University Of Vermont Health Network | Burlington | $188,862,425 | 2023 |
| Norwich University Defined Contribution Retirement Plan | Norwich University | Northfield | $170,239,839 | 2023 |
| Husky Retirement Savings | Husky Injection Molding System, Inc. | Milton | $153,493,813 | 2023 |
| Employees' Retirement Plan Of Green Mountain Power Corporation | Green Mountain Power Corporation | Cochester | $144,600,053 | 2023 |
| Incentive Retirement Plan For Employees Of Pc Construction Company | Pc Construction Company | South Burlington | $135,534,492 | 2023 |
| Casella Waste Systems 401(K) Plan | Casella Waste Systems, Inc. | Rutland | $135,113,395 | 2023 |
Largest VT plans → · VT plans by participants → · VT plans with financial data → · VT plans with provider compensation → · $1B+ VT plans →
Related Form 5500 pages
- South Burlington, VT Form 5500 filings
- Burlington, VT Form 5500 filings
- Colchester, VT Form 5500 filings
- Williston, VT Form 5500 filings
- Montpelier, VT Form 5500 filings
- Brattleboro, VT Form 5500 filings
- Rutland, VT Form 5500 filings
- St. Albans, VT Form 5500 filings
- St. Johnsbury, VT Form 5500 filings
- Morrisville, VT Form 5500 filings
- White River Junction, VT Form 5500 filings
- Winooski, VT Form 5500 filings
- Middlebury, VT Form 5500 filings
- Newport, VT Form 5500 filings
- Essex Junction, VT Form 5500 filings
- The University Of Vermont Medical Center 403(B) Plan (plan 006)
- Middlebury College Core Retirement Plan (plan 005)
- Vermont Information Processing, Inc. Employee Stock Ownership Plan (plan 002)
- National Life Group Pension Plan For Employees (plan 001)
- National Life Group 401(K) Plan (plan 004)
- Middlebury College Voluntary Retirement Plan (plan 004)
- Rutland Regional Health Services Retirement Savings Plan (plan 002)
- Green Mountain Power Corporation Employee Savings And Investment Plan And Trust (plan 003)
- King Arthur Employee Stock Ownership Plan (plan 004)
- The University Of Vermont Health Network Master Pension Trust (plan 001)
- Methodology
- Data sources