Plan5500

Orono, 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, Orono, ME has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $163,567,098 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Orono

  • 5 loaded plans hold $163.6M in reported assets across 4 sponsors.
  • The largest, Sc Holdings, Inc. Employee Stock Ownership Plan, holds 58% of reported Orono plan assets.
  • Plans cover 1,724 participants — about 345 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$163.2MSummed across loaded plans$163,229,106
Total reported assets$163.6M$163,567,098
Total reported participants1.7K1,724
Total reported liabilities$338K$337,992

Reported net position

Reported assets = net assets + liabilities (summed)$163.6M total assets
Net assets$163.2MLiabilities$338K
Contributions & income
Employer contributions$1M
Participant contributions$3.7M
Total income / additions$41.2M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)$36M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Orono market comparison

Largest plan share of assets58%Sc Holdings, Inc. Employee Stock Ownership Plan
Participants per plan345Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Orono

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

  1. 1
    Sc Holdings, Inc. Employee Stock Ownership Plan$95.5M
    Sc Holdings, Inc. · 2023
  2. 2
    Sargent Corporation 401(K) Retirement Plan$66.3M
    Sargent Corporation · 2023
  3. 3
    One Stop Home Repair Employee Stock Ownership 401(K) Plan$952.5K
    One Stop Home Repair · 2023
  4. 4
    Lou Silver Inc 401k Plan$866.7K
    Lou Silver Inc · 2023
  5. 5
    Sargent Corporation Group Benefits Plannot reported in the loaded dataset
    Sargent Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Orono, ME?
5 plan(s) reported by 4 sponsor(s) are loaded for Orono, ME.

Related Form 5500 pages