President and Fellows of Middlebury College retirement plans

The President and Fellows of Middlebury College, Middlebury, VT. EIN 03-0179298. Annual reports 2009–2025. Also filed as President and Fellows of Middlebury College; Middlebury College; President & Fellows of Middlebury College; The President & Fellows of Middlebury College.

The President and Fellows of Middlebury College has 2 active retirement plans on file. The largest is the The Middlebury College Core Retirement Plan, with 3,096 participants and $621 million in assets in 2025. TIAA has been its recordkeeper since 2011. No traditional pension plan appears in President and Fellows of Middlebury College's filings since 2009.

Active plans: 2
Participants: 5,394
Plan assets: $945 million
401(k) recordkeeper: TIAA
Plans on file: 3
Industry: Education

All 3 plans

Active plans first

The Middlebury College Core Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 005Employer EIN 03-0179298
Participants (2025): 3,096
Net assets (2025): $621 million
Recordkeeper: TIAA2011–2025
Plan administrator: The President and Fellows of Middlebury College
75 Shannon Street, Suite 100
Middlebury, VT 05753
(802) 443-5751As filed for 2025
In effect since: July 1, 1985

Earlier sponsor: Middlebury College (2009–2010).

Earlier plan names: Middlebury College Core Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,096	$621 million	TIAA
2024	3,098	$574 million	TIAA
2023	3,054	$516 million	TIAA
2022	3,061	$455 million	TIAA
2021	2,991	$524 million	TIAA
2020	2,950	$467 million	TIAA
2019	2,945	$408 million	TIAA
2018	2,888	$343 million	TIAA
2017	2,840	$355 million	TIAA
2016	2,769	$301 million	TIAA
2015	2,660	$275 million	TIAA
2014	973	$261 million	TIAA
2013	2,447	$234 million	TIAA
2012	2,361	$192 million	TIAA
2011	2,287	$161 million	TIAA
2010	2,173	$153 million	not listed
2009	2,054	$134 million	not listed

The Middlebury College Voluntary Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 03-0179298
Participants (2025): 2,298
Net assets (2025): $324 million
Recordkeeper: TIAA2009–2025
Plan administrator: The President & Fellows of Middlebury College
75 Shannon Street, Suite 100
Middlebury, VT 05753
(802) 443-5751As filed for 2025
In effect since: October 1, 1973

Plans merged into this one: Monterey Institute of International Studies Defined Contribution Plan (2010).

Earlier sponsor: Middlebury College (2009–2010).

Earlier plan names: Middlebury College Voluntary Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2,298	$324 million	TIAA
2024	2,324	$312 million	TIAA
2023	2,331	$294 million	TIAA
2022	2,411	$269 million	TIAA
2021	2,304	$313 million	TIAA
2020	2,278	$288 million	TIAA
2019	2,276	$265 million	TIAA
2018	2,297	$239 million	TIAA
2017	2,325	$256 million	TIAA
2016	2,350	$231 million	TIAA
2015	2,350	$223 million	not listed
2014	3,563	$225 million	TIAA
2013	2,325	$212 million	not listed
2012	2,336	$188 million	TIAA
2011	2,355	$172 million	not listed
2010	1,275	$146 million	not listed
2009	1,192	$38.0 million	TIAA

Monterey Institute of International Studies Defined Contribution Plan

403(b)Merged

Merged. In 2010 its assets moved to the Middlebury College Voluntary Retirement Plan, sponsored by The President and Fellows of Middlebury College (EIN 03-0179298, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 03-0179298
Participants (2009): 307
Net assets (2009): $20.3 million
Plan administrator: President and Fellows of Middlebury College
Controller'S Office, Middlebury College
Middlebury, VT 05753
(802) 443-2304As filed for 2010
In effect since: January 1, 1963

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	307	$20.3 million	not listed

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the The Middlebury College Core Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((802) 443-5751). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.