Plan5500

Saint Johnsbury, 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, Saint Johnsbury, VT has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $37,031,420 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Saint Johnsbury

  • 3 loaded plans hold $37M in reported assets across 1 sponsors.
  • The largest, St. Johnsbury Academy 403(B) Retirement Plan, holds 100% of reported Saint Johnsbury plan assets.
  • Plans cover 780 participants — about 260 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37MSummed across loaded plans$37,031,420
Total reported assets$37M$37,031,420
Total reported participants780
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37M total assets
Net assets$37MLiabilities$0
Contributions & income
Employer contributions$644.8K
Participant contributions$1.1M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Johnsbury, 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

Saint Johnsbury market comparison

Largest plan share of assets100%St. Johnsbury Academy 403(B) Retirement Plan
Participants per plan260Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Saint Johnsbury

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

  1. 1
    St. Johnsbury Academy 403(B) Retirement Plan$37M
    Trustees Of The St. Johnsbury Academy · 2023
  2. 2
    St. Johnsbury Academy Medical Plannot reported in the loaded dataset
    St. Johnsbury Academy · 2023
  3. 3
    St. Johnsbury Academy Life Plannot reported in the loaded dataset
    St. Johnsbury Academy · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saint Johnsbury, VT?
3 plan(s) reported by 1 sponsor(s) are loaded for Saint Johnsbury, VT.

Related Form 5500 pages