Plan5500

Houlton, 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, Houlton, ME has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $41,743,175 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.5MSummed across loaded plans$41,489,269
Total reported assets$41.7M$41,743,175
Total reported participants2.2K2,211
Total reported liabilities$253.9K$253,906

Reported net position

Reported assets = net assets + liabilities (summed)$41.7M total assets
Net assets$41.5MLiabilities$253.9K
Contributions & income
Employer contributions$510.7K
Participant contributions$1.6M
Total income / additions$7.2M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements4 / 10 (40%)
Plans with provider compensation2 / 10 (20%)

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

Houlton market comparison

Largest plan share of assets58%Houlton Regional Hospital 403(B) Savings Plan
Participants per plan221Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Houlton

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

  1. 1
    Houlton Regional Hospital 403(B) Savings Plan$24.2M
    Houlton Regional Hospital · 2023
  2. 2
    F. A. Peabody Company Retirement Savings Plan$11.3M
    F. A. Peabody Company · 2023
  3. 3
    Madigan Estates 401(K) Profit Sharing Plan$4M
    Maple Grove Nursing Home, Inc. Dba Madigan Estates · 2023
  4. 4
    Katahdin Trust Company Employee Stock Ownership Plan$2.2M
    Katahdin Trust Company · 2023
  5. 5
    Community Living Association Health Plannot reported in the loaded dataset
    Community Living Association · 2023
  6. 6
    F. A. Peabody Company Long Term Care Plannot reported in the loaded dataset
    F. A. Peabody Company · 2023
  7. 7
    F. A. Peabody Company Basic Life, Ad&D & Ltd Plannot reported in the loaded dataset
    F. A. Peabody Company · 2023
  8. 8
    Houlton Regional Hospital Employee Benefit Plannot reported in the loaded dataset
    Houlton Regional Hospital · 2023
  9. 9
    Houlton Regional Hospital Long Term Disability Income Plannot reported in the loaded dataset
    Houlton Regional Hospital · 2023
  10. 10
    Houlton Regional Hospital Life Insurance Benefit Plannot reported in the loaded dataset
    Houlton Regional Hospital · 2023

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

Related Form 5500 pages