Middlebury, 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, Middlebury, VT has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $849,458,732 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $849,458,732
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $849,458,732
Contributions & income
- Employer contributions
- $15,402,103
- Participant contributions
- $14,537,172
- Total income / additions
- $140,467,687
Expenses & distributions
- Benefits paid / distributions
- $51,360,175
- Total expenses
- $51,728,416
- Net increase / (decrease)
- $88,739,271
Coverage
- Total reported participants
- 7,694
- Plans with financial statements
- 8
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middlebury, 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 |
|---|---|---|---|
| Middlebury College Core Retirement Plan | President & Fellows Of Middlebury College | $515,966,322 | 2023 |
| Middlebury College Voluntary Retirement Plan | President & Fellows Of Middlebury College | $293,937,464 | 2023 |
| Langrock, Sperry & Wool Profit Sharing Plan | Langrock Sperry & Wool, Llp | $20,022,840 | 2023 |
| Csac 403(B) Retirement Plan | Counseling Service Of Addison County, Inc. | $16,175,927 | 2023 |
| Edoc Innovations, Inc. 401(K) Profit Sharing Plan | Edoc Innovations, Inc. | $1,528,756 | 2023 |
| Boho Robinson, Inc. Retirement Plan | Boho Robinson, Inc. | $790,421 | 2023 |
| County Tire, Inc. 401k Plan | County Tire, Inc. | $769,335 | 2023 |
| Waags Group Inc. Profit Sharing Plan | Waags Group Inc. | $267,667 | 2023 |
| Middlebury College Health And Welfare Benefits Plan | President And Fellows Of Middlebury College | not reported in the loaded dataset | 2023 |
| Feed Commodities International, Inc. Life & Di Plan | Feed Commodities International, Inc | not reported in the loaded dataset | 2023 |
| Goamericago Beverages Employee Benefit Plan | Goamericago Beverages LLC | not reported in the loaded dataset | 2023 |
| Counseling Service Of Addison County, Inc. Employee Benefit Plan | Counseling Service Of Addison County, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Middlebury → · Middlebury plans by participants → · Middlebury plans with financial data → · Middlebury plans with provider compensation → · $1B+ plans in Middlebury →
Related Form 5500 pages
- All VT Form 5500 filings
- Middlebury College Core Retirement Plan (plan 005)
- President & Fellows Of Middlebury College — all reported plans
- Middlebury College Voluntary Retirement Plan (plan 004)
- Langrock, Sperry & Wool Profit Sharing Plan (plan 001)
- Langrock Sperry & Wool, Llp — all reported plans
- Csac 403(B) Retirement Plan (plan 001)
- Counseling Service Of Addison County, Inc. — all reported plans
- Edoc Innovations, Inc. 401(K) Profit Sharing Plan (plan 002)
- Edoc Innovations, Inc. — all reported plans
- Boho Robinson, Inc. Retirement Plan (plan 001)
- Boho Robinson, Inc. — all reported plans
- County Tire, Inc. 401k Plan (plan 001)
- County Tire, Inc. — all reported plans
- Waags Group Inc. Profit Sharing Plan (plan 001)
- Waags Group Inc. — all reported plans
- Middlebury College Health And Welfare Benefits Plan (plan 501)
- Feed Commodities International, Inc. Life & Di Plan (plan 504)
- Feed Commodities International, Inc — all reported plans
- Goamericago Beverages Employee Benefit Plan (plan 502)
- Goamericago Beverages LLC — all reported plans
- Counseling Service Of Addison County, Inc. Employee Benefit Plan (plan 503)
- Methodology
- Data sources