Rutland, 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, Rutland, VT has 24 loaded benefit plan(s) reported by 13 plan sponsor(s), with $817,570,372 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $817,570,372
- Total reported liabilities (EOY)
- $1,977,072
- Total reported net assets (EOY)
- $815,593,300
Contributions & income
- Employer contributions
- $17,409,067
- Participant contributions
- $38,494,719
- Total income / additions
- $188,127,756
Expenses & distributions
- Benefits paid / distributions
- $166,553,215
- Total expenses
- $167,762,342
- Net increase / (decrease)
- $20,365,414
Coverage
- Total reported participants
- 15,350
- Plans with financial statements
- 16
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rutland, 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 |
|---|---|---|---|
| Rutland Regional Health Services Retirement Savings Plan | Rutland Regional Medical Center | $259,589,445 | 2023 |
| Green Mountain Power Corporation Employee Savings And Investment Plan And Trust | Green Mountain Power Corporation | $220,116,247 | 2023 |
| Casella Waste Systems 401(K) Plan | Casella Waste Systems, Inc. | $135,113,395 | 2023 |
| Employee Savings And Investment Plan For Employees Of Vermont Electric Power Company, Inc. | Vermont Electric Power Company, Inc. | $56,733,588 | 2023 |
| Community Health Centers Of The Rutland Region 403(B) Retirement Plan | Community Health Centers Of The Rutland Region | $35,060,626 | 2023 |
| Vermont Electric Power Company Pension Plan | Vermont Electric Power Company, Inc. | $27,727,395 | 2023 |
| Heritage Family Federal Credit Union Defined Benefit Plan And Trust | Heritage Family Federal Credit Union | $22,093,224 | 2023 |
| Heritage Family Federal Credit Union 401(K) Plan | Heritage Family Federal Credit Union | $15,160,014 | 2023 |
| Vna & Hospice Of The Southwest Region 401(K) Plan And Trust | Vna & Hospice Of The Southwest Region | $11,631,303 | 2023 |
| Alderman'S Retirement Plan | Alderman Holding Corporation | $11,412,467 | 2023 |
| Rutland County Community Services Retirement Savings Plan | Rutland County Community Services, Inc. | $11,269,432 | 2023 |
| The Rutland Hospital, Inc. Ret. Income Plan | The Rutland Hospital Inc. | $5,218,638 | 2023 |
| Westminster Cracker Company, Inc. 401(K) Plan | Westminster Cracker Company, Inc | $3,431,698 | 2023 |
| Central Vermont Eyecare 401(K) Plan | Central Vermont Eyecare | $2,088,301 | 2023 |
| Tuttle Law Print Employee Stock Ownership Plan | Tuttle Law Print, Inc. | $869,434 | 2023 |
| Welfare Benefit Plan For Eligible Employees Of Vermont Electric Power Company | Vermont Electric Power Company, Inc | $55,165 | 2023 |
| Casella Waste Systems, Inc. Employee Benefit Plan | Casella Waste Systems, Inc. | not reported in the loaded dataset | 2023 |
| Heritage Family Credit Union Employee Benefits Plan | Heritage Family Federal Credit Union | not reported in the loaded dataset | 2023 |
| Vna & Hospice Of The Southwest Region, Inc. Health & Welfare Benefit Plan | Vna & Hospice Of The Southwest Region, Inc. | not reported in the loaded dataset | 2023 |
| Westminster Cracker Company Welfare Benefit Plan | Westminster Cracker Company | not reported in the loaded dataset | 2023 |
| Community Health Centers Of The Rutland Region Welfare Benefit Plan | Community Health Centers Of The Rutland Region | not reported in the loaded dataset | 2023 |
| Vermont Electric Power Company Employee Health & Welfare Benefits Plan | Vermont Electric Power Company, Inc. | not reported in the loaded dataset | 2023 |
| Rutland County Community Services Health & Welfare Benefit Plan | Rutland County Community Services, Inc. | not reported in the loaded dataset | 2023 |
| Rutland Hospital, Inc. Employee Health, Dental And Vision Insurance | Rutland Regional Medical Center | not reported in the loaded dataset | 2023 |
Largest plans in Rutland → · Rutland plans by participants → · Rutland plans with financial data → · Rutland plans with provider compensation → · $1B+ plans in Rutland →
Related Form 5500 pages
- All VT Form 5500 filings
- Rutland Regional Health Services Retirement Savings Plan (plan 002)
- Rutland Regional Medical Center — all reported plans
- Green Mountain Power Corporation Employee Savings And Investment Plan And Trust (plan 003)
- Green Mountain Power Corporation — all reported plans
- Casella Waste Systems 401(K) Plan (plan 001)
- Casella Waste Systems, Inc. — all reported plans
- Employee Savings And Investment Plan For Employees Of Vermont Electric Power Company, Inc. (plan 004)
- Vermont Electric Power Company, Inc. — all reported plans
- Community Health Centers Of The Rutland Region 403(B) Retirement Plan (plan 001)
- Community Health Centers Of The Rutland Region — all reported plans
- Vermont Electric Power Company Pension Plan (plan 001)
- Heritage Family Federal Credit Union Defined Benefit Plan And Trust (plan 003)
- Heritage Family Federal Credit Union — all reported plans
- Heritage Family Federal Credit Union 401(K) Plan (plan 001)
- Vna & Hospice Of The Southwest Region 401(K) Plan And Trust (plan 001)
- Vna & Hospice Of The Southwest Region — all reported plans
- Alderman'S Retirement Plan (plan 001)
- Alderman Holding Corporation — all reported plans
- Rutland County Community Services Retirement Savings Plan (plan 001)
- Rutland County Community Services, Inc. — all reported plans
- The Rutland Hospital, Inc. Ret. Income Plan (plan 001)
- Westminster Cracker Company, Inc. 401(K) Plan (plan 001)
- Westminster Cracker Company, Inc — all reported plans
- Central Vermont Eyecare 401(K) Plan (plan 001)
- Central Vermont Eyecare — all reported plans
- Tuttle Law Print Employee Stock Ownership Plan (plan 002)
- Tuttle Law Print, Inc. — all reported plans
- Methodology
- Data sources