401(k) · DOL Form 5500 · 2022
Barre Belt 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $62,522
- Avg per participant Low balance/head
Official DOL plan name: Barre Belt 401(k) Retirement Plan & Trust · Sponsored by Barre Belt · Vermont · Mining & Oil Extraction
$7M in assets, 114 participants
Barre Belt's Barre Belt 401(k) Retirement Plan & Trust reported $7M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #353 in Mining & Oil Extraction (892 peers)
Coverage in Vermont
Barre Belt 401(k) Retirement Plan & Trust covers 114 participants in Vermont, about 47% of the average Vermont filer (state average ~245 per filing). Assets: $7M.
- #353
- in Mining & Oil Extraction (892 peers)
- -24.8%
- 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.
Barre Belt 401(k) Retirement Plan & Trust's mid-pack asset rank among Mining & Oil Extraction and all filers
Barre Belt 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,127,525 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Barre Belt 401(k) Retirement Plan & Trust 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. Barre Belt 401(k) Retirement Plan & Trust sits mid-pack in the medium band (114 participants).
Plan-year Form 5500 strip
Filing strip 223350494 · Barre Belt PY 2022 · 401(k)
Barre Belt 401(k) Retirement Plan & Trust · $7M · 114 · 58th
- SCH $7M
- EBSA 114
- PART 58th
- TYPE 401(k)
- NET near Fosdick Fulfillment Corporation 401(k) Plan
- BOOK ind #353
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 Mining & Oil Extraction retirement plans → · Plans in Vermont →
Barre Belt 401(k) Retirement Plan & Trust in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 223350494 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Barre Belt)
Sponsor-wide plan assets over time
All Barre Belt plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 37.03714823869436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 114 | $7M |
| 2023 | 1 | 128 | $9M |
| 2024 | 1 | 128 | $10M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Barre Belt 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Fosdick Fulfillment Corporation 401(k) Plan in CT ($7M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Blue Ocean Realty, LLC Retirement Plan (MD) 114 · 0 off
- Maya Cinemas 401(k) Plan (CA) 114 · 0 off
- Acusis 401(k) Profit Sharing Plan (PA) 114 · 0 off
- Asuragen, Inc. 401(k) Plan and Trust (TX) 114 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.