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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,764,039,790
- Total reported liabilities (EOY)
- $3,186,008
- Total reported net assets (EOY)
- $2,760,853,782
Contributions & income
- Employer contributions
- $79,869,573
- Participant contributions
- $104,900,174
- Total income / additions
- $595,715,547
Expenses & distributions
- Benefits paid / distributions
- $182,482,203
- Total expenses
- $185,806,309
- Net increase / (decrease)
- $409,909,238
Coverage
- Total reported participants
- 43,256
- Plans with financial statements
- 36
- Plans with provider compensation
- 22
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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The University Of Vermont Medical Center 403(B) Plan | The University Of Vermont Medical Center | $1,965,024,862 | 2023 |
| The University Of Vermont Health Network Master Pension Trust | The University Of Vermont Health Network | $188,862,425 | 2023 |
| Champlain College Defined Contribution Retirement Plan | Champlain College Incorporated | $109,174,879 | 2023 |
| Retirement Plan For Employees Of Howardcenter | Howard Center | $97,558,130 | 2023 |
| Burton 401(K) Incentive Savings Plan | Burton Corporation | $76,770,768 | 2023 |
| Primmer Piper Eggleston & Cramer 401(K) Savings Plan | Primmer Piper, Eggleston & Cramer Pc | $35,216,115 | 2023 |
| Vermont Gas Systems, Inc. 401(K) Plan | Vermont Gas Systems, Inc. | $29,804,812 | 2023 |
| Mcic Vermont, LLC 401(K) Retirement Plan | Mcic Vermont, LLC | $26,150,406 | 2023 |
| Gravel & Shea Pc Profit Sharing Plan | Gravel & Shea Pc | $25,038,213 | 2023 |
| Dinse P.C. Retirement Plan | Dinse P.C. | $23,902,724 | 2023 |
| Vermont Federal Credit Union 401(K) Plan And Trust | Vermont Federal Credit Union | $19,557,338 | 2023 |
| Community Health Centers Of Burlington Retirement Plan | Community Health Centers Of Burlington, Inc. | $17,422,572 | 2023 |
| The Lane Press, Inc. 401(K) Plan | The Lane Press, Inc. | $17,050,678 | 2023 |
| Lake Champlain Transportation Co. 401(K) Savings Plan | Lake Champlain Transportation Co. | $16,546,184 | 2023 |
| University Of Vermont Foundation 403(B) Plan | University Of Vermont And State Agricultural College Foundation, Inc. | $16,179,650 | 2023 |
| America'S Gardening Resource, Inc. 401(K) Retirement Plan | America'S Gardening Resource, Inc. | $15,220,543 | 2023 |
| America'S Gardening Resource, Inc. Employee Stock Ownership Plan | America'S Gardening Resource, Inc. | $15,029,832 | 2023 |
| Onion River Co-Op 401(K) Plan | Onion River Cooperative Dba City Market | $9,706,097 | 2023 |
| Rhino Foods, Inc. 401(K) Plan | Rhino Foods, Inc. | $9,027,299 | 2023 |
| 403(B) Thrift Plan For Champlain Valley Office Of Economic Opportunity, Inc. | Champlain Valley Office Of Eco | $9,012,336 | 2023 |
| Champlain Housing Trust, Inc. 403(B) Plan | Champlain Housing Trust, Inc. | $8,169,079 | 2023 |
| Lake Champlain Chocolates 401(K) Plan | Champlain Chocolate Company | $8,084,764 | 2023 |
| Resonance 401(K) Plan | Ssg-Advisors, LLC Dba Resonance | $5,962,481 | 2023 |
| E Block, Corp. 401(K) Plan | E Block, Corp. | $5,751,547 | 2023 |
| Vermont Adult Learning Retirement Plan | Vermont Adult Learning | $4,309,967 | 2023 |
Largest plans in Burlington → · Burlington plans by participants → · Burlington plans with financial data → · Burlington plans with provider compensation → · $1B+ plans in Burlington →
Related Form 5500 pages
- All VT Form 5500 filings
- The University Of Vermont Medical Center 403(B) Plan (plan 006)
- The University Of Vermont Medical Center — all reported plans
- The University Of Vermont Health Network Master Pension Trust (plan 001)
- The University Of Vermont Health Network — all reported plans
- Champlain College Defined Contribution Retirement Plan (plan 002)
- Champlain College Incorporated — all reported plans
- Retirement Plan For Employees Of Howardcenter (plan 002)
- Howard Center — all reported plans
- Burton 401(K) Incentive Savings Plan (plan 001)
- Burton Corporation — all reported plans
- Primmer Piper Eggleston & Cramer 401(K) Savings Plan (plan 002)
- Primmer Piper, Eggleston & Cramer Pc — all reported plans
- Vermont Gas Systems, Inc. 401(K) Plan (plan 002)
- Vermont Gas Systems, Inc. — all reported plans
- Mcic Vermont, LLC 401(K) Retirement Plan (plan 001)
- Mcic Vermont, LLC — all reported plans
- Gravel & Shea Pc Profit Sharing Plan (plan 001)
- Gravel & Shea Pc — all reported plans
- Dinse P.C. Retirement Plan (plan 001)
- Dinse P.C. — all reported plans
- Vermont Federal Credit Union 401(K) Plan And Trust (plan 001)
- Vermont Federal Credit Union — all reported plans
- Community Health Centers Of Burlington Retirement Plan (plan 001)
- Community Health Centers Of Burlington, Inc. — all reported plans
- The Lane Press, Inc. 401(K) Plan (plan 002)
- The Lane Press, Inc. — all reported plans
- Lake Champlain Transportation Co. 401(K) Savings Plan (plan 002)
- Lake Champlain Transportation Co. — all reported plans
- University Of Vermont Foundation 403(B) Plan (plan 001)
- University Of Vermont And State Agricultural College Foundation, Inc. — all reported plans
- Methodology
- Data sources