401(k) · DOL Form 5500 · 2024
Barre Belt 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $76,307
- Avg per participant Below avg balance/head
Official DOL plan name: Barre Belt 401(k) Retirement Plan & Trust · Sponsored by Barre Belt · Vermont · Mining & Oil Extraction
$10M in assets, 128 participants
Barre Belt's Barre Belt 401(k) Retirement Plan & Trust reported $10M in total assets and 128 participants in its 2024 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.
- #272 in Mining & Oil Extraction (785 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Barre Belt 401(k) Retirement Plan & Trust ranks #272 of 785 2024 filers by assets (1259% of the sector average)-$10M for 128 participants.
- #272
- in Mining & Oil Extraction (785 peers)
- +14.0%
- 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 2024 · DOL Form 5500
$9,767,357 Top 45% higher than 55% 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
Barre Belt 401(k) Retirement Plan & Trust 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. 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 2023 → plan year 2024
- Barre Belt 401(k) Retirement Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Barre Belt 401(k) Retirement Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 223350494 · Barre Belt PY 2024 · 401(k)
Barre Belt 401(k) Retirement Plan & Trust · $10M · 128 · 55th
- EOY $10M
- 5500 128
- ASSETS 55th
- PCT 401(k)
- EIN near North Shore Animal League America 401(k) Plan
- RANK ind #272
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
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 223350494 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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 North Shore Animal League America 401(k) Plan in NY ($10M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- North Shore Animal League America 401(k) Plan (NY) $10M · 172
- Data Intensity LLC 401(k) Retirement Plan (KY) $10M · 79
- 403(b) Thrift Plan of Waypoint (NH) $10M · 313
- Rf Technologies, Inc. 401(k) Profit Sharing Plan (WI) $10M · 139
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Kingland Systems, LLC 401(k) Plan (IA) 128 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 128 · 0 off
- Almaden 401(k) Plan (CA) 128 · 0 off
- Acolad Retirement Savings Plan (WI) 128 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.