Auburn, ME Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Auburn, ME has 24 loaded benefit plan(s) reported by 18 plan sponsor(s), with $111,454,078 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
18
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$111,454,078
Total reported liabilities (EOY)
$29,261
Total reported net assets (EOY)
$111,424,817

Contributions & income

Employer contributions
$2,222,420
Participant contributions
$7,505,048
Total income / additions
$26,919,580

Expenses & distributions

Benefits paid / distributions
$36,484,176
Total expenses
$36,906,205
Net increase / (decrease)
-$9,986,625

Coverage

Total reported participants
5,847
Plans with financial statements
15
Plans with provider compensation
11

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Auburn, ME plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Auburn, ME
PlanSponsorReported assets (EOY)Year
Lee Management Company 401(K) Profit SharingLee Management Company$29,984,6742023
W. D. Matthews Machinery Co. 401(K) PlanW.D. Matthews Machinery Co.$13,497,6602023
Maine Oxy-Acetylene Supply Co. 401(K) Profit Sharing PlanMaine Oxy-Acetylene Supply Co.$11,218,8562023
Nashua Radiology, P.A. Profit Sharing Plan And TrustNashua Radiology Professional Association$9,663,4012023
The John F Murphy Homes, Inc. Tax Sheltered Annuity PlanThe John F Murphy Homes, Inc.$7,944,4102023
V.I.P., Inc. Retirement Savings Plan & TrustV.I.P, Inc.$7,568,5102023
Connectivity Point 401(K) PlanConnectivity Point Design & Installation, LLC$7,521,7832023
Thos. Moser Cabinetmakers, Inc. 401(K) Retirement Savings TrustThos. Moser Cabinetmakers, Inc.$7,390,2412023
Ra Cummings 401(K) PlanRa Cummings Inc$6,244,5192023
Bedard Pharmacy 401(K) PlanBedard Pharmacy, Inc.$5,185,3742023
Damon Refrigeration Company, Inc. Employee Stock Ownership PlanDamon Refrigeration Company, Inc.$2,324,2592023
Enefco Usa, Inc. 401(K) PlanEnefco Usa, Inc.$1,652,4562023
Asi-Ne Company Sponsored Pension PlanAlternative Services-Northeast, Inc.$1,162,9482023
Auburn Savings Bank, Fsb Employee Stock Ownership PlanAuburn Savings Bank, Fsb$94,9872023
Gissing North America LLC 401(K) PlanGissing North America LLC$02023
John F. Murphy Homes, Inc. Consolidated Welfare Benefits PlanJohn F. Murphy Homes, Inc.not reported in the loaded dataset2023
Vip Parts, Tires And Service Employee Benefits PlanVip Parts, Tires And Servicenot reported in the loaded dataset2023
Connectvity Point Design And Installation LLC Health And Welfare Benefits PlanConnectivity Point Design And Installation LLCnot reported in the loaded dataset2023
W.D. Matthews Machinery Co. Insurance PlanW.D. Matthews Machinery Co.not reported in the loaded dataset2023
Good Shepherd Food Bank Health And Welfare Benefits PlanGood Shepherd Food Banknot reported in the loaded dataset2023
Health Affiliates Maine, LLC Consolidated Welfare Benefit PlanHealth Affiliates Maine LLCnot reported in the loaded dataset2023
Maine Oxy-Acetylene Supply Co. Health & Welfare PlanMaine Oxy-Acetylene Supply Co.not reported in the loaded dataset2023
Thos. Moser Cabinetmakers, Inc. Employee Benefits PlanThos. Moser Cabinetmakers, Inc.not reported in the loaded dataset2023
M.S. Ambrogio North America LLC Welfare Benefit PlanM.S. Ambrogio North America LLCnot reported in the loaded dataset2023

Related Form 5500 pages