Vermont -National Education Association Inc.
Plan context: Vermont - Nea 401(K) Retirement Plan
EIN 03-0276708 • Montpelier, VT • 46 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$6,896,352
2024 Contributions
$859,666
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 29 | $6,896,352 | $859,666 | $29,644iApproximate average salary by contribution assumption: employee only about $741,091 at 4% or $494,061 at 6%; with 50% employer match about $494,061 at 4% or $329,374 at 6%; with 100% employer match about $370,546 at 4% or $247,030 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 29 | $6,896,352 | $859,666 | $29,644iApproximate average salary by contribution assumption: employee only about $741,091 at 4% or $494,061 at 6%; with 50% employer match about $494,061 at 4% or $329,374 at 6%; with 100% employer match about $370,546 at 4% or $247,030 at 6%. |
| 2023 | 1 | 28 | $7,677,099 | $701,250 | $25,045iApproximate average salary by contribution assumption: employee only about $626,116 at 4% or $417,411 at 6%; with 50% employer match about $417,411 at 4% or $278,274 at 6%; with 100% employer match about $313,058 at 4% or $208,705 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 28 | $7,677,099 | $701,250 | $25,045iApproximate average salary by contribution assumption: employee only about $626,116 at 4% or $417,411 at 6%; with 50% employer match about $417,411 at 4% or $278,274 at 6%; with 100% employer match about $313,058 at 4% or $208,705 at 6%. |
| 2022 | 1 | 27 | $7,397,270 | $779,745 | $28,879iApproximate average salary by contribution assumption: employee only about $721,986 at 4% or $481,324 at 6%; with 50% employer match about $481,324 at 4% or $320,883 at 6%; with 100% employer match about $360,993 at 4% or $240,662 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 27 | $7,397,270 | $779,745 | $28,879iApproximate average salary by contribution assumption: employee only about $721,986 at 4% or $481,324 at 6%; with 50% employer match about $481,324 at 4% or $320,883 at 6%; with 100% employer match about $360,993 at 4% or $240,662 at 6%. |
| 2021 | 1 | 30 | $9,013,769 | $726,796 | $24,227iApproximate average salary by contribution assumption: employee only about $605,663 at 4% or $403,776 at 6%; with 50% employer match about $403,776 at 4% or $269,184 at 6%; with 100% employer match about $302,832 at 4% or $201,888 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 30 | $9,013,769 | $726,796 | $24,227iApproximate average salary by contribution assumption: employee only about $605,663 at 4% or $403,776 at 6%; with 50% employer match about $403,776 at 4% or $269,184 at 6%; with 100% employer match about $302,832 at 4% or $201,888 at 6%. |
| 2020 | 1 | 25 | $8,440,957 | $225,655 | $9,026iApproximate average salary by contribution assumption: employee only about $225,655 at 4% or $150,437 at 6%; with 50% employer match about $150,437 at 4% or $100,291 at 6%; with 100% employer match about $112,828 at 4% or $75,218 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 25 | $8,440,957 | $225,655 | $9,026iApproximate average salary by contribution assumption: employee only about $225,655 at 4% or $150,437 at 6%; with 50% employer match about $150,437 at 4% or $100,291 at 6%; with 100% employer match about $112,828 at 4% or $75,218 at 6%. |
| 2019 | 1 | 25 | $7,582,120 | $668,106 | $26,724iApproximate average salary by contribution assumption: employee only about $668,106 at 4% or $445,404 at 6%; with 50% employer match about $445,404 at 4% or $296,936 at 6%; with 100% employer match about $334,053 at 4% or $222,702 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 25 | $7,582,120 | $668,106 | $26,724iApproximate average salary by contribution assumption: employee only about $668,106 at 4% or $445,404 at 6%; with 50% employer match about $445,404 at 4% or $296,936 at 6%; with 100% employer match about $334,053 at 4% or $222,702 at 6%. |
| 2018 | 2 | 25 | $7,893,851 | $852,070 | $34,083iApproximate average salary by contribution assumption: employee only about $852,070 at 4% or $568,047 at 6%; with 50% employer match about $568,047 at 4% or $378,698 at 6%; with 100% employer match about $426,035 at 4% or $284,023 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 25 | $7,169,241 | $686,750 | $27,470iApproximate average salary by contribution assumption: employee only about $686,750 at 4% or $457,833 at 6%; with 50% employer match about $457,833 at 4% or $305,222 at 6%; with 100% employer match about $343,375 at 4% or $228,917 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 9 | $724,610 | $165,320 | $18,369iApproximate average salary by contribution assumption: employee only about $459,222 at 4% or $306,148 at 6%; with 50% employer match about $306,148 at 4% or $204,099 at 6%; with 100% employer match about $229,611 at 4% or $153,074 at 6%. |
| 2017 | 2 | 21 | $7,063,566 | $7,503,925 | $357,330iApproximate average salary by contribution assumption: employee only about $8,933,244 at 4% or $5,955,496 at 6%; with 50% employer match about $5,955,496 at 4% or $3,970,331 at 6%; with 100% employer match about $4,466,622 at 4% or $2,977,748 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 21 | $7,063,566 | $7,503,925 | $357,330iApproximate average salary by contribution assumption: employee only about $8,933,244 at 4% or $5,955,496 at 6%; with 50% employer match about $5,955,496 at 4% or $3,970,331 at 6%; with 100% employer match about $4,466,622 at 4% or $2,977,748 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 0 | $0 | - | - |
| 2016 | 2 | 22 | $7,953,886 | $1,103,916 | $50,178iApproximate average salary by contribution assumption: employee only about $1,254,450 at 4% or $836,300 at 6%; with 50% employer match about $836,300 at 4% or $557,533 at 6%; with 100% employer match about $627,225 at 4% or $418,150 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 22 | $6,843,696 | $932,150 | $42,370iApproximate average salary by contribution assumption: employee only about $1,059,261 at 4% or $706,174 at 6%; with 50% employer match about $706,174 at 4% or $470,783 at 6%; with 100% employer match about $529,631 at 4% or $353,087 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 12 | $1,110,190 | $171,766 | $14,314iApproximate average salary by contribution assumption: employee only about $357,846 at 4% or $238,564 at 6%; with 50% employer match about $238,564 at 4% or $159,043 at 6%; with 100% employer match about $178,923 at 4% or $119,282 at 6%. |
| 2015 | 2 | 23 | $7,186,877 | $999,762 | $43,468iApproximate average salary by contribution assumption: employee only about $1,086,698 at 4% or $724,465 at 6%; with 50% employer match about $724,465 at 4% or $482,977 at 6%; with 100% employer match about $543,349 at 4% or $362,233 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 23 | $6,316,030 | $906,747 | $39,424iApproximate average salary by contribution assumption: employee only about $985,595 at 4% or $657,063 at 6%; with 50% employer match about $657,063 at 4% or $438,042 at 6%; with 100% employer match about $492,797 at 4% or $328,532 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 10 | $870,847 | $93,015 | $9,302iApproximate average salary by contribution assumption: employee only about $232,538 at 4% or $155,025 at 6%; with 50% employer match about $155,025 at 4% or $103,350 at 6%; with 100% employer match about $116,269 at 4% or $77,513 at 6%. |
| 2014 | 2 | 23 | $6,213,252 | $1,071,521 | $46,588iApproximate average salary by contribution assumption: employee only about $1,164,697 at 4% or $776,464 at 6%; with 50% employer match about $776,464 at 4% or $517,643 at 6%; with 100% employer match about $582,348 at 4% or $388,232 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 23 | $5,490,080 | $906,201 | $39,400iApproximate average salary by contribution assumption: employee only about $985,001 at 4% or $656,667 at 6%; with 50% employer match about $656,667 at 4% or $437,778 at 6%; with 100% employer match about $492,501 at 4% or $328,334 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 8 | $723,172 | $165,320 | $20,665iApproximate average salary by contribution assumption: employee only about $516,625 at 4% or $344,417 at 6%; with 50% employer match about $344,417 at 4% or $229,611 at 6%; with 100% employer match about $258,313 at 4% or $172,208 at 6%. |
| 2013 | 2 | 23 | $7,291,336 | $967,848 | $42,080iApproximate average salary by contribution assumption: employee only about $1,052,009 at 4% or $701,339 at 6%; with 50% employer match about $701,339 at 4% or $467,559 at 6%; with 100% employer match about $526,004 at 4% or $350,670 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 23 | $6,497,661 | $876,478 | $38,108iApproximate average salary by contribution assumption: employee only about $952,693 at 4% or $635,129 at 6%; with 50% employer match about $635,129 at 4% or $423,419 at 6%; with 100% employer match about $476,347 at 4% or $317,564 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 9 | $793,675 | $91,370 | $10,152iApproximate average salary by contribution assumption: employee only about $253,806 at 4% or $169,204 at 6%; with 50% employer match about $169,204 at 4% or $112,802 at 6%; with 100% employer match about $126,903 at 4% or $84,602 at 6%. |
| 2012 | 2 | 22 | $6,319,956 | $1,020,664 | $46,394iApproximate average salary by contribution assumption: employee only about $1,159,845 at 4% or $773,230 at 6%; with 50% employer match about $773,230 at 4% or $515,487 at 6%; with 100% employer match about $579,923 at 4% or $386,615 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 22 | $5,514,144 | $890,634 | $40,483iApproximate average salary by contribution assumption: employee only about $1,012,084 at 4% or $674,723 at 6%; with 50% employer match about $674,723 at 4% or $449,815 at 6%; with 100% employer match about $506,042 at 4% or $337,361 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 8 | $805,812 | $130,030 | $16,254iApproximate average salary by contribution assumption: employee only about $406,344 at 4% or $270,896 at 6%; with 50% employer match about $270,896 at 4% or $180,597 at 6%; with 100% employer match about $203,172 at 4% or $135,448 at 6%. |
| 2011 | 2 | 22 | $5,271,424 | $945,316 | $42,969iApproximate average salary by contribution assumption: employee only about $1,074,223 at 4% or $716,148 at 6%; with 50% employer match about $716,148 at 4% or $477,432 at 6%; with 100% employer match about $537,111 at 4% or $358,074 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 22 | $4,616,999 | $829,950 | $37,725iApproximate average salary by contribution assumption: employee only about $943,125 at 4% or $628,750 at 6%; with 50% employer match about $628,750 at 4% or $419,167 at 6%; with 100% employer match about $471,563 at 4% or $314,375 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 8 | $654,425 | $115,366 | $14,421iApproximate average salary by contribution assumption: employee only about $360,519 at 4% or $240,346 at 6%; with 50% employer match about $240,346 at 4% or $160,231 at 6%; with 100% employer match about $180,259 at 4% or $120,173 at 6%. |
| 2010 | 2 | 22 | $4,780,923 | $823,799 | $37,445iApproximate average salary by contribution assumption: employee only about $936,135 at 4% or $624,090 at 6%; with 50% employer match about $624,090 at 4% or $416,060 at 6%; with 100% employer match about $468,068 at 4% or $312,045 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 22 | $4,279,424 | $731,388 | $33,245iApproximate average salary by contribution assumption: employee only about $831,123 at 4% or $554,082 at 6%; with 50% employer match about $554,082 at 4% or $369,388 at 6%; with 100% employer match about $415,561 at 4% or $277,041 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 7 | $501,499 | $92,411 | $13,202iApproximate average salary by contribution assumption: employee only about $330,039 at 4% or $220,026 at 6%; with 50% employer match about $220,026 at 4% or $146,684 at 6%; with 100% employer match about $165,020 at 4% or $110,013 at 6%. |
| 2009 | 2 | 22 | $4,196,435 | $811,239 | $36,875iApproximate average salary by contribution assumption: employee only about $921,863 at 4% or $614,575 at 6%; with 50% employer match about $614,575 at 4% or $409,717 at 6%; with 100% employer match about $460,931 at 4% or $307,288 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 22 | $3,807,860 | $724,944 | $32,952iApproximate average salary by contribution assumption: employee only about $823,800 at 4% or $549,200 at 6%; with 50% employer match about $549,200 at 4% or $366,133 at 6%; with 100% employer match about $411,900 at 4% or $274,600 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 7 | $388,575 | $86,295 | $12,328iApproximate average salary by contribution assumption: employee only about $308,196 at 4% or $205,464 at 6%; with 50% employer match about $205,464 at 4% or $136,976 at 6%; with 100% employer match about $154,098 at 4% or $102,732 at 6%. |
| 2008 | 2 | 19 | $0 | $0 | - |
| Vermont - Nea 401(K) Retirement Plan | - | 19 | - | - | - |
| Vermont-Nea Money Purchase Pension Plan | - | 19 | - | - | - |
| 2007 | 2 | 20 | $0 | $0 | - |
| Vermont - Nea 401(K) Retirement Plan | - | 20 | - | - | - |
| Vermont-Nea Money Purchase Pension Plan | - | 18 | - | - | - |
| 2006 | 2 | 20 | $4,070,855 | $420,939 | $21,047iApproximate average salary by contribution assumption: employee only about $526,174 at 4% or $350,783 at 6%; with 50% employer match about $350,783 at 4% or $233,855 at 6%; with 100% employer match about $263,087 at 4% or $175,391 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 20 | $3,773,434 | $349,077 | $17,454iApproximate average salary by contribution assumption: employee only about $436,346 at 4% or $290,898 at 6%; with 50% employer match about $290,898 at 4% or $193,932 at 6%; with 100% employer match about $218,173 at 4% or $145,449 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 20 | $297,421 | $71,862 | $3,593iApproximate average salary by contribution assumption: employee only about $89,828 at 4% or $59,885 at 6%; with 50% employer match about $59,885 at 4% or $39,923 at 6%; with 100% employer match about $44,914 at 4% or $29,943 at 6%. |
| 2005 | 2 | 21 | $3,352,645 | $390,790 | $18,609iApproximate average salary by contribution assumption: employee only about $465,226 at 4% or $310,151 at 6%; with 50% employer match about $310,151 at 4% or $206,767 at 6%; with 100% employer match about $232,613 at 4% or $155,075 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 21 | $3,144,998 | $330,254 | $15,726iApproximate average salary by contribution assumption: employee only about $393,160 at 4% or $262,106 at 6%; with 50% employer match about $262,106 at 4% or $174,738 at 6%; with 100% employer match about $196,580 at 4% or $131,053 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 21 | $207,647 | $60,536 | $2,883iApproximate average salary by contribution assumption: employee only about $72,067 at 4% or $48,044 at 6%; with 50% employer match about $48,044 at 4% or $32,030 at 6%; with 100% employer match about $36,033 at 4% or $24,022 at 6%. |
| 2004 | 2 | 21 | $2,788,776 | $343,482 | $16,356iApproximate average salary by contribution assumption: employee only about $408,907 at 4% or $272,605 at 6%; with 50% employer match about $272,605 at 4% or $181,737 at 6%; with 100% employer match about $204,454 at 4% or $136,302 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 21 | $2,646,993 | $306,194 | $14,581iApproximate average salary by contribution assumption: employee only about $364,517 at 4% or $243,011 at 6%; with 50% employer match about $243,011 at 4% or $162,007 at 6%; with 100% employer match about $182,258 at 4% or $121,506 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 21 | $141,783 | $37,288 | $1,776iApproximate average salary by contribution assumption: employee only about $44,390 at 4% or $29,594 at 6%; with 50% employer match about $29,594 at 4% or $19,729 at 6%; with 100% employer match about $22,195 at 4% or $14,797 at 6%. |
| 2003 | 2 | 19 | $0 | $0 | - |
| Vermont-Nea Money Purchase Pension Plan | - | 19 | - | - | - |
| Vermont - Nea 401(K) Retirement Plan | - | 19 | - | - | - |
| 2002 | 2 | 18 | $0 | $0 | - |
| Vermont-Nea Money Purchase Pension Plan | - | 18 | - | - | - |
| Vermont - Nea 401(K) Retirement Plan | - | 18 | - | - | - |
| 2001 | 2 | 18 | $0 | $0 | - |
| Vermont-Nea Money Purchase Pension Plan | - | 18 | - | - | - |
| Vermont - Nea 401(K) Retirement Plan | - | 17 | - | - | - |
| 2000 | 2 | 15 | $0 | $0 | - |
| Vermont-Nea Money Purchase Pension Plan | - | 15 | - | - | - |
| Vermont - Nea 401(K) Retirement Plan | - | 2 | - | - | - |
| 1999 | 2 | 16 | $1,448,516 | $235,019 | $14,689iApproximate average salary by contribution assumption: employee only about $367,217 at 4% or $244,811 at 6%; with 50% employer match about $244,811 at 4% or $163,208 at 6%; with 100% employer match about $183,609 at 4% or $122,406 at 6%. |
| Vermont-Nea Money Purchase Pension Plan | - | 16 | $1,444,809 | $231,384 | $14,462iApproximate average salary by contribution assumption: employee only about $361,538 at 4% or $241,025 at 6%; with 50% employer match about $241,025 at 4% or $160,683 at 6%; with 100% employer match about $180,769 at 4% or $120,513 at 6%. |
| Vermont - Nea 401(K) Retirement Plan | - | 16 | $3,707 | $3,635 | $227iApproximate average salary by contribution assumption: employee only about $5,680 at 4% or $3,786 at 6%; with 50% employer match about $3,786 at 4% or $2,524 at 6%; with 100% employer match about $2,840 at 4% or $1,893 at 6%. |