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Employers › Vermont

Employer · plans filed under one EIN

VHV Company

Winooski, VT · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$31.4Mnet assets across plans
412participant records353 active
$816Kemployer contributions, latest plan years$2,312 per active record
$41KSchedule C compensation to organisations$100.20 per participant record

2 retirement plans with 100 or more participants file Form 5500 under VHV Company's employer identification number (Winooski, Vermont). Their latest filings total 412 participant records and $31.4M in net assets.

The largest is VHV Company 401(k) Profit Sharing Plan, a 401(k) plan with 247 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $816K and participant contributions $918K in the latest plan years; benefits paid were $1.5M. Schedule C compensation reported to service provider organisations totalled $41K.

Combined net assets moved from $2.6M in 2010 to $12.8M in 2025 (up 395%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
VHV Company 401(k) Profit Sharing Plan401(k) plan2025247$12.8M$51,959$1,288$41K
VHV Company Employee Stock Ownership Planemployee stock ownership plan2024165$18.6M$112,686$4,026$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2010: $2.6M2011: $2.8M2012: $3.5M2013: $4.2M2014: $4.6M2015: $4.6M2016: $5.3M2017: $10.5M2018: $12.2M2019: $15.0M2020: $20.4M2021: $22.8M2022: $19.0M2023: $21.8M2024: $29.4M2025: $12.8M$2.6M$29.4M$12.8M200920122016202020242025
Combined net assets
2009: 1262010: 1132011: 1662012: 1762013: 1402014: 1492015: 1782016: 1632017: 3122018: 3142019: 3272020: 3452021: 3582022: 3852023: 3812024: 4032025: 247126403247200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251247$12.8M$285K$918K
20242403$29.4M$770K$822K
20232381$21.8M$92K$661K
20222385$19.0M$95K$647K
20212358$22.8M$99K$707K
20202345$20.4M$92K$602K
20192327$15.0M$336K$562K
20182314$12.2M$442K$492K
20172312$10.5M$404K$438K
20161163$5.3M$56K$402K
20151178$4.6M$61K$401K
20141149$4.6M$56K$361K
20131140$4.2M$52K$331K
20121176$3.5M$52K$338K
20111166$2.8M$49K$329K
20101113$2.6M$37K$240K
20091126$0$0$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
TRG Investment Advisors LLCInvestment advisory (plan)1$27,133
Fidelity Investments InstitutionalParticipant loan processing1$14,148

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

TRG Investment Advisors LLC$27K
Fidelity Investments Institutional$14K

Questions and answers

How many retirement plans does VHV Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: VHV Company 401(k) Profit Sharing Plan and VHV Company Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does VHV Company contribute to its plans?

$816,032 in employer contributions across these plans in their latest plan years, about $2,312 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name TRG Investment Advisors LLC and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.