401(k) · DOL Form 5500 · 2024
Hubbardton Forge, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $92,485
- Avg per participant Below avg balance/head
Official DOL plan name: Hubbardton Forge Savings and Retirement Plan · Sponsored by Hubbardton Forge, LLC · Vermont · Manufacturing
$20M in assets, 213 participants
Hubbardton Forge, LLC's Hubbardton Forge Savings and Retirement Plan reported $20M in total assets and 213 participants in its 2024 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.
- #10,567 in Manufacturing (17,777 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 $20M / 213 participants.
- #10,567
- in Manufacturing (17,777 peers)
- +12.9%
- 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 2024 · DOL Form 5500
$19,699,405 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hubbardton Forge Savings and Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hubbardton Forge Savings and Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Hubbardton Forge Savings and Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Hubbardton Forge Savings and Retirement Plan reported participants fell from 236 in the plan year 2023 filing to 213 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203535651 · Hubbardton Forge, LLC PY 2024 · 401(k)
Hubbardton Forge Savings and Retirement Plan · $20M · 213 · 70th
- NET $20M
- NET 213
- NET 70th
- NET 401(k)
- NET near Espec North America, Inc. 401(k) Retirement Savings Plan
- NET ind #10567
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, 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 232 | $15M |
| 2023 | 1 | 236 | $17M |
| 2024 | 1 | 213 | $20M |
Hubbardton Forge, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 203535651 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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 $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
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 Espec North America, Inc. 401(k) Retirement Savings Plan in MI ($20M); by covered participants it is Thirdera, LLC in CO (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Espec North America, Inc. 401(k) Retirement Savings Plan (MI) $20M · 240
- Heartland Bank 401(k) Retirement Plan (NE) $20M · 123
- Envalior Engineering Materials Inc. Retirement Plan (IN) $20M · 193
- Geokon, Inc. 401(k) Plan (NH) $20M · 149
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Thirdera, LLC (CO) 213 · 0 off
- Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) 213 · 0 off
- Blue Racer Midstream 401(k) Plan (OK) 213 · 0 off
- Ok4 Master Holdco, LLC 401(k) Plan (TX) 213 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.