401(k) · DOL Form 5500 · 2023

Hubbardton Forge, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
236
Participants Below avg headcount
70th
Percentile by assets National rank
$73,917
Avg per participant Below avg balance/head
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Official DOL plan name: Hubbardton Forge Savings and Retirement Plan · Sponsored by Hubbardton Forge, LLC · Vermont · Manufacturing

$17M in assets, 236 participants

Hubbardton Forge, LLC's Hubbardton Forge Savings and Retirement Plan reported $17M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,090 in Manufacturing (18,722 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 $17M / 236 participants.

#11,090
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY

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 2023 · DOL Form 5500

$17,444,367 Top 30% higher than 70% of 127,068 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 2023

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

Plan-year 2023 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 (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hubbardton Forge Savings and Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Hubbardton Forge Savings and Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Hubbardton Forge Savings and Retirement Plan reported participants rose from 232 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203535651 · Hubbardton Forge, LLC PY 2023 · 401(k)

Hubbardton Forge Savings and Retirement Plan · $17M · 236 · 70th

  • PCT $17M
  • EIN 236
  • RANK 70th
  • PHOTO 401(k)
  • IND near S.S. Steiner, Inc. Employees 401(k) Plan
  • EOY ind #11090

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

Hubbardton Forge Savings and Retirement PlanHubbardton Forge Savings and…$17MS.S. Steiner, Inc. Employees 401(k) PlanS.S. Steiner, Inc. Employees…$17MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$17MDalton Investments, LLC 401(k) Plan and TrustDalton Investments, LLC 401(…$17MBanner Service Corporation 401(k) PlanBanner Service Corporation 4…$17M
End-of-year total assets ($M) among Hubbardton Forge Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
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. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Hubbardton Forge Savings and Retirement Plan, Total assets ($B): 0.017444367 · Participants: 236Hubbardton Forge Savings and Retirement PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive 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 S.S. Steiner, Inc. Employees 401(k) Plan in NY ($17M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Hubbardton Forge Savings and Retirement Plan grew sharply - up 17.8% during 2023, from $15M to $17M. Reported net income was $3M.
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 S.S. Steiner, Inc. Employees 401(k) Plan in NY ($17M, 1,249 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 Cap Government Retirement Plan in FL (236 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.