401(k) · DOL Form 5500 · 2022

Bellavance Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
139
Participants Small participant base
55th
Percentile by assets National rank
$44,579
Avg per participant Low balance/head
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Official DOL plan name: A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan · Sponsored by Bellavance Trucking, Inc. · Vermont · Transportation & Warehousing

$6M in assets, 139 participants

Bellavance Trucking, Inc.'s A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan reported $6M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,232 in Transportation & Warehousing (3,876 peers)

Bellavance Trucking, Inc. multi-year trail

Bellavance Trucking, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan at $6M / 139 participants.

#2,232
in Transportation & Warehousing (3,876 peers)
-13.6%
assets change YoY

The plan reported a net loss of $974K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$6,196,412 Top 45% higher than 55% 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

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing 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. A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (139 participants).

Published 5500 schedule card

Filing strip 454002868 · Bellavance Trucking, Inc. PY 2022 · 401(k)

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan · $6M · 139 · 55th

  • PART $6M
  • TYPE 139
  • NET 55th
  • BOOK 401(k)
  • VS-ST near Ahs Residential, LLC 401(k) Plan
  • BOY ind #2232

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 Transportation & Warehousing retirement plans → · Plans in Vermont →

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing PlanA. Bellavance & Sons, Inc. 4…$6MAhs Residential, LLC 401(k) PlanAhs Residential, LLC 401(k) …$6MItility, LLC Safe Harbor 401(k) PlanItility, LLC Safe Harbor 401…$6MGroelle & Salmon 401(k) Profit Sharing Plan and TrustGroelle & Salmon 401(k) Prof…$6MU.S. Retail Flowers Inc 401(k) Profit Sharing PlanU.S. Retail Flowers Inc 401(…$6M
End-of-year total assets ($M) among A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bellavance Trucking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bellavance Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.267390870716795% vs 2022
2024 filing year
$6M$7M$8M$9M 20222024 $6.2M $7.95M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 139 $6M
2024 1 128 $8M

Bellavance Trucking, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$974K
Employer EIN454002868
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.006196412 · Participants: 139A. Bellavance & Sons, Inc. 401(k) & Profit Sharing 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
A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Ahs Residential, LLC 401(k) Plan in FL ($6M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan assets move in 2022? ▼
A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $7M to $6M. Reported net income was -$974K.
How have Bellavance Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Bellavance Trucking, Inc.'s sponsor-wide assets grew 28.3%, from $6M to $8M.
Which 401(k) plans are similar in size to A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ahs Residential, LLC 401(k) Plan in FL ($6M, 238 participants).
Which 401(k) plans cover a similar participant headcount to A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 454002868.

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.