Plan5500

Bethel, 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, Bethel, ME has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $15,956,992 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Bethel

  • 2 loaded plans hold $16M in reported assets across 2 sponsors.
  • The largest, Gould Academy Retirement Plan, holds 100% of reported Bethel plan assets.
  • Plans cover 185 participants — about 93 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$15,956,992
Total reported assets$16M$15,956,992
Total reported participants185
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$287.1K
Participant contributions$419.5K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bethel, 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.

Computed from loaded plans

Bethel market comparison

Largest plan share of assets100%Gould Academy Retirement Plan
Participants per plan93Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bethel

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Gould Academy Retirement Plan$16M
    Gould Academy · 2023
  2. 2
    Black-Poole Hospitality, Inc. 401(K) Plan$0
    Black-Poole Hospitality, Inc. · 2023

Largest plans in Bethel → · Bethel plans by participants → · Bethel plans with financial data → · Bethel plans with provider compensation → · $1B+ plans in Bethel →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bethel, ME?
2 plan(s) reported by 2 sponsor(s) are loaded for Bethel, ME.

Related Form 5500 pages