401(k)
2023 plan-year 401(k) DOL Form 5500

Poulin Grain, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Poulin Grain, Inc. · Vermont · Retail Trade

What the 2023 filing shows

Poulin Grain, Inc. 401(k) Profit Sharing Plan holds $26M for 115 participants — about $222,928 per participant, up 18.8% over the 2023 plan year.

$26M
total plan assets (2023 EOY)
115
covered participants
$222,928
avg assets per participant
+18.8%
assets growth YoY
Total Assets (2023)
$26M
Participants
115
State
Industry
Retail Trade

What the Filing Says About Poulin Grain, Inc. 401(k) Profit Sharing Plan

Poulin Grain, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Poulin Grain, Inc., headquartered in Vermont. As of the 2023 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 115 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 030223982, and the plan has been effective since 1981-06-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $22M at the beginning of 2023 to $26M at year-end — a gain of 18.8%. Net assets (after liabilities) closed the year at $26M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$22M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$4M
Plan Type401(k)
Employer EIN030223982
Plan Effective Date1981-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Poulin Grain, Inc.)

Year Plans Participants Total Assets
2022 1 127 $22M
2023 1 115 $26M
2024 1 127 $29M

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Frequently Asked Questions

How much money is in the Poulin Grain, Inc. 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Poulin Grain, Inc. 401(k) Profit Sharing Plan holds $26M in total assets with 115 participants. It is sponsored by Poulin Grain, Inc..
What type of plan is Poulin Grain, Inc. 401(k) Profit Sharing Plan?
Poulin Grain, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1981-06-30. The plan is filed with the U.S. Department of Labor under EIN 030223982.
Who sponsors the Poulin Grain, Inc. 401(k) Profit Sharing Plan?
Poulin Grain, Inc. 401(k) Profit Sharing Plan is sponsored by Poulin Grain, Inc., located in Vermont. The sponsor's EIN is 030223982 and the plan operates in the Retail Trade industry.
How did Poulin Grain, Inc. 401(k) Profit Sharing Plan perform in 2023?
Poulin Grain, Inc. 401(k) Profit Sharing Plan grew by 18.8% during 2023, moving from $22M to $26M in total assets. Net income was $4M.
Where can I find official filings for Poulin Grain, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Poulin Grain, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030223982 or plan name at efast.dol.gov.
How does Poulin Grain, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Poulin Grain, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Vermont on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 030223982.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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