ESOP · DOL Form 5500 · 2024

The Switchback Beerworks, Inc. ESOP

Data updated 2026-08-25

$66K
Total assets Small plan by assets
40
Participants Small participant base
4th
Percentile by assets National rank
$1,644
Avg per participant Low balance/head
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Official DOL plan name: Switchback Brewing Company Employee Stock Ownership Plan · Sponsored by The Switchback Beerworks, Inc. · Vermont · Manufacturing

$66K in assets, 40 participants

The Switchback Beerworks, Inc.'s Switchback Brewing Company Employee Stock Ownership Plan reported $66K in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #295 in Manufacturing (17,777 peers)

The Switchback Beerworks, Inc. multi-year trail

The Switchback Beerworks, Inc.'s plans moved -92.0% in assets from 2022 to 2024; this filing shows Switchback Brewing Company Employee Stock Ownership Plan at $66K / 40 participants.

#295
in Manufacturing (17,777 peers)
-56.6%
assets change YoY

Switchback Brewing Company Employee Stock Ownership Plan among the smaller filed plans by assets

Switchback Brewing Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$65,773 4th percentile higher than 4% of 123,620 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 2024

Switchback Brewing Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Switchback Brewing Company Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Switchback Brewing Company Employee Stock Ownership Plan reported net income rose from -$549K in the plan year 2023 filing to $43K in the plan year 2024 filing.
  • Switchback Brewing Company Employee Stock Ownership Plan end-of-year assets fell from $152K in the plan year 2023 filing to $66K in the plan year 2024 filing.
  • Switchback Brewing Company Employee Stock Ownership Plan reported participants rose from 30 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 830375274 · The Switchback Beerworks, Inc. PY 2024 · ESOP

Switchback Brewing Company Employee Stock Ownership Plan · $66K · 40 · 4th

  • SCH $66K
  • SCH 40
  • SCH 4th
  • SCH ESOP
  • SCH near Aehr Test Systems Employee Stock Ownership Plan
  • SCH ind #295

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 What is an ESOP? → · Plans in Vermont →

Switchback Brewing Company Employee Stock Ownership Plan in the asset neighbourhood

Switchback Brewing Company Employee Stock Ownership PlanSwitchback Brewing Company E…$66KAehr Test Systems Employee Stock Ownership PlanAehr Test Systems Employee S…$65KNdk Employee Stock Ownership PlanNdk Employee Stock Ownership…$65KStoner Broadcasting System, Inc. Employee Stock Ownership PlanStoner Broadcasting System, …$69KThe Chazen Companies Employee Stock Ownership PlanThe Chazen Companies Employe…$63K
End-of-year total assets ($M) among Switchback Brewing Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Switchback Beerworks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Switchback Beerworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66K 92.0412042801533% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.83M $0.07M ▼ -91.6%
Year Plans Participants Total Assets
2022 1 31 $826K
2023 1 30 $152K
2024 1 40 $66K

The Switchback Beerworks, Inc. filing trail (2024)

Total Assets (Beginning of Year)$152K
Net Assets (End of Year)-$2M
Net Income$43K
Employer EIN830375274
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

Switchback Brewing Company Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600 -2000200400600800 Total assets ($M) Participants Switchback Brewing Company Employee Stock Ownership Plan, Total assets ($M): 0.065773 · Participants: 40Switchback Brewing Company Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership Plan
Switchback Brewing Company Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Switchback Brewing Company Employee Stock Ownership Plan side-by-side with 3 peers →

Switchback Brewing Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Aehr Test Systems Employee Stock Ownership Plan in CA ($65K); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Switchback Brewing Company Employee Stock Ownership Plan assets move in 2024? ▼
Switchback Brewing Company Employee Stock Ownership Plan contracted severely - down 56.6% during 2024, from $152K to $66K. Reported net income was $43K.
How have The Switchback Beerworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Switchback Beerworks, Inc.'s sponsor-wide assets declined 92.0%, from $826K to $66K.
Where does Switchback Brewing Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Switchback Brewing Company Employee Stock Ownership Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Switchback Brewing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aehr Test Systems Employee Stock Ownership Plan in CA ($65K, 89 participants).
Which ESOP plans cover a similar participant headcount to Switchback Brewing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830375274.

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.