401(k) · DOL Form 5500 · 2022

Hubbardton Forge, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
232
Participants Below avg headcount
72nd
Percentile by assets National rank
$63,853
Avg per participant Low balance/head
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Official DOL plan name: Hubbardton Forge Savings and Retirement Plan · Sponsored by Hubbardton Forge, LLC · Vermont · Manufacturing

$15M in assets, 232 participants

Hubbardton Forge, LLC's Hubbardton Forge Savings and Retirement Plan reported $15M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,698 in Manufacturing (20,602 peers)

Hubbardton Forge, LLC multi-year trail

Hubbardton Forge, LLC's plans moved +33.0% in assets from 2022 to 2024; this filing shows Hubbardton Forge Savings and Retirement Plan at $15M / 232 participants.

#12,698
in Manufacturing (20,602 peers)
-12.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hubbardton Forge Savings and Retirement Plan's outsized position by total assets

Hubbardton Forge Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,813,993 Top 28% higher than 72% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Hubbardton Forge Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hubbardton Forge Savings and Retirement Plan sits mid-pack in the medium band (232 participants).

Form 5500 schedule snapshot

Filing strip 203535651 · Hubbardton Forge, LLC PY 2022 · 401(k)

Hubbardton Forge Savings and Retirement Plan · $15M · 232 · 72nd

  • EOY $15M
  • 5500 232
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan
  • RANK ind #12698

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Vermont →

Hubbardton Forge Savings and Retirement Plan in the asset neighbourhood

Home Health and Hospice Care, Inc. 401(k) PlanHome Health and Hospice Care…$15MHubbardton Forge Savings and Retirement PlanHubbardton Forge Savings and…$15MLloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$15MPower Plant Services, Inc. Profit Sharing 401(k) PlanPower Plant Services, Inc. P…$15MAxle Retirement Plan$15M
End-of-year total assets ($M) among Hubbardton Forge Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Hubbardton Forge, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hubbardton Forge, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.97836039209685% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.8M $19.7M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 232 $15M
2023 1 236 $17M
2024 1 213 $20M

Hubbardton Forge, LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN203535651
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hubbardton Forge Savings and Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Hubbardton Forge Savings and Retirement Plan, Total assets ($B): 0.014813993 · Participants: 232Hubbardton Forge Savings and Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Hubbardton Forge Savings and Retirement Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Hubbardton Forge Savings and Retirement Plan side-by-side with 3 peers →

Hubbardton Forge Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in AL ($15M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hubbardton Forge Savings and Retirement Plan assets move in 2022? ▼
Hubbardton Forge Savings and Retirement Plan pulled back noticeably - down 12.8% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Hubbardton Forge, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hubbardton Forge, LLC's sponsor-wide assets grew 33.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Hubbardton Forge Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in AL ($15M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Hubbardton Forge Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Argo Data Resource Corporation 401(k) Plan in TX (232 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203535651.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.