401(k) · DOL Form 5500 · 2023

Barre Belt 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
128
Participants Small participant base
55th
Percentile by assets National rank
$66,948
Avg per participant Below avg balance/head
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Official DOL plan name: Barre Belt 401(k) Retirement Plan & Trust · Sponsored by Barre Belt · Vermont · Mining & Oil Extraction

$9M in assets, 128 participants

Barre Belt's Barre Belt 401(k) Retirement Plan & Trust reported $9M in total assets and 128 participants in its 2023 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.

  • #276 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Barre Belt 401(k) Retirement Plan & Trust ranks #276 of 811 2023 filers by assets (1435% of the sector average)-$9M for 128 participants.

#276
in Mining & Oil Extraction (811 peers)
+20.2%
assets growth YoY

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 2023 · DOL Form 5500

$8,569,291 Top 45% higher than 55% 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

Barre Belt 401(k) Retirement Plan & Trust 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. Barre Belt 401(k) Retirement Plan & Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barre Belt 401(k) Retirement Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Barre Belt 401(k) Retirement Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Barre Belt 401(k) Retirement Plan & Trust reported participants rose from 114 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223350494 · Barre Belt PY 2023 · 401(k)

Barre Belt 401(k) Retirement Plan & Trust · $9M · 128 · 55th

  • IND $9M
  • IND 128
  • IND 55th
  • IND 401(k)
  • IND near Northern Nevada Hopes 401(k) Plan
  • IND ind #276

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

Barre Belt 401(k) Retirement Plan & TrustBarre Belt 401(k) Retirement…$9MNorthern Nevada Hopes 401(k) PlanNorthern Nevada Hopes 401(k)…$9MCheyenne International L L C 401(k) Profit Sharing Plan & TrustCheyenne International L L C…$9MRcl Wiring L.P. 401(k) Plan$9MQuantum Workplace 401(k) Profit Sharing PlanQuantum Workplace 401(k) Pro…$9M
End-of-year total assets ($M) among Barre Belt 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN223350494
Plan Effective Date1994-01-01
Filing StatusFILING 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
$6M$7M$8M$9M$10M$11M 202220232024 $7.13M $9.77M ▲ +37.0%
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.

Barre Belt 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Barre Belt 401(k) Retirement Plan & Trust, Total assets ($B): 0.008569291 · Participants: 128Barre Belt 401(k) Retirement Plan & TrustThe 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
Barre Belt 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Barre Belt 401(k) Retirement Plan & Trust side-by-side with 3 peers →

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 Northern Nevada Hopes 401(k) Plan in NV ($9M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Barre Belt 401(k) Retirement Plan & Trust assets move in 2023? ▼
Barre Belt 401(k) Retirement Plan & Trust grew sharply - up 20.2% during 2023, from $7M to $9M. Reported net income was $1M.
How have Barre Belt plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barre Belt's sponsor-wide assets grew 37.0%, from $7M to $10M.
Which 401(k) plans are similar in size to Barre Belt 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Northern Nevada Hopes 401(k) Plan in NV ($9M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Barre Belt 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 223350494.

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.