401(k) · DOL Form 5500 · 2024

Bellavance Trucking, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
128
Participants Small participant base
51st
Percentile by assets National rank
$62,094
Avg per participant Low balance/head
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Official DOL plan name: A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan · Sponsored by Bellavance Trucking, Inc. · Vermont · Transportation & Warehousing

$8M in assets, 128 participants

Bellavance Trucking, Inc.'s A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan reported $8M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,726 in Transportation & Warehousing (3,299 peers)

Bellavance Trucking, Inc. multi-year trail

Bellavance Trucking, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan at $8M / 128 participants.

#1,726
in Transportation & Warehousing (3,299 peers)
+10.8%
assets growth YoY

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$7,947,976 Top 49% higher than 51% 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

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing 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. A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan reported net income rose from -$974K in the plan year 2022 filing to $774K in the plan year 2024 filing.
  • A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2024 filing.
  • A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan reported participants fell from 139 in the plan year 2022 filing to 128 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 454002868 · Bellavance Trucking, Inc. PY 2024 · 401(k)

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan · $8M · 128 · 51st

  • EIN $8M
  • EIN 128
  • EIN 51st
  • EIN 401(k)
  • EIN near Wolfchase Honda-Nissan Retirement Plan
  • EIN ind #1726

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 Transportation & Warehousing retirement plans → · Plans in Vermont →

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan in the asset neighbourhood

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing PlanA. Bellavance & Sons, Inc. 4…$8MWolfchase Honda-Nissan Retirement PlanWolfchase Honda-Nissan Retir…$8MLiberty Lending, LLC 401(k) Profit Sharing Plan and TrustLiberty Lending, LLC 401(k) …$8MVikor Scientific LLC 401(k) PlanVikor Scientific LLC 401(k) …$8MSummit Technical Solutions, LLC 401(k) PlanSummit Technical Solutions, …$8M
End-of-year total assets ($M) among A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bellavance Trucking, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bellavance Trucking, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.267390870716795% vs 2022
2024 filing year
$6M$7M$8M$9M 20222024 $6.2M $7.95M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 139 $6M
2024 1 128 $8M

Bellavance Trucking, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$774K
Employer EIN454002868
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing 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 ($B) Participants A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan, Total assets ($B): 0.007947976 · Participants: 128A. Bellavance & Sons, Inc. 401(k) & Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Wolfchase Honda-Nissan Retirement Plan in TN ($8M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan assets move in 2024? ▼
A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan grew at a solid clip - up 10.8% during 2024, from $7M to $8M. Reported net income was $774K.
How have Bellavance Trucking, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Bellavance Trucking, Inc.'s sponsor-wide assets grew 28.3%, from $6M to $8M.
Which 401(k) plans are similar in size to A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolfchase Honda-Nissan Retirement Plan in TN ($8M, 159 participants).
Which 401(k) plans cover a similar participant headcount to A. Bellavance & Sons, Inc. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 454002868.

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.