Portland, 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, Portland, ME has 156 loaded benefit plan(s) reported by 97 plan sponsor(s), with $8,844,788,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 156
- Plan sponsors
- 97
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,844,788,949
- Total reported liabilities (EOY)
- $39,825,562
- Total reported net assets (EOY)
- $8,826,687,628
Contributions & income
- Employer contributions
- $274,054,230
- Participant contributions
- $322,422,348
- Total income / additions
- $1,883,115,447
Expenses & distributions
- Benefits paid / distributions
- $724,914,476
- Total expenses
- $751,210,259
- Net increase / (decrease)
- $1,131,905,188
Coverage
- Total reported participants
- 165,302
- Plans with financial statements
- 84
- Plans with provider compensation
- 57
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portland, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Unum Group 401k Retirement Plan | Unum Group | $2,163,858,906 | 2023 |
| Mainehealth 403(B) Retirement Plan | Mainehealth Services | $2,133,663,491 | 2023 |
| Unum Group Pension Plan | Unum Group | $1,299,774,166 | 2023 |
| Maine Medical Center Pension Plan | Mainehealth | $763,853,423 | 2023 |
| Wex Inc. Employee Savings Plan | Wex Inc. | $434,962,299 | 2023 |
| Woodard & Curran, Inc. 401(K) Profit Sharing Plan | Woodard & Curran, Inc. | $225,422,663 | 2023 |
| Martin'S Point 401(K) Plan | Martin'S Point Health Care | $143,683,912 | 2023 |
| Maine Employers' Mutual Insurance Company 401(K) Plan | Maine Employers' Mutual Insurance Company | $126,974,438 | 2023 |
| Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan | Bernstein Shur Sawyer & Nelson P.A. | $124,579,437 | 2023 |
| Berrydunn 401(K) Profit Sharing Plan | Berry, Dunn, Mcneil & Parker, Inc. | $120,699,076 | 2023 |
| Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan | Preti, Flaherty, Beliveau & Pachios Llp | $116,384,852 | 2023 |
| Pierce Atwood Llp 401(K) Plan | Pierce Atwood Llp | $108,859,962 | 2023 |
| Baker Newman & Noyes, LLC 401(K) Profit Sharing Plan | Baker Newman & Noyes, LLC | $100,295,721 | 2023 |
| Diversified Communications 401(K) Plan | Diversified Holding Co. | $81,088,409 | 2023 |
| Drummond, Woodsum & Macmahon, P.A. Profit Sharing Plan | Drummond, Woodsum & Macmahon, P.A. | $78,690,669 | 2023 |
| Verrill Dana Llp 401(K) Savings Plan | Verrill Dana, Llp | $76,036,732 | 2023 |
| Verrill Dana Llp Pension Plan | Verrill Dana Llp | $49,695,170 | 2023 |
| Rarebreed Veterinary Partners 401(K) Plan | Project Inspire, Inc. Dba Rarebreed Veterinary P | $47,697,616 | 2023 |
| Systems Engineering, Inc. Employee Stock Ownership Plan | Systems Engineering, Inc. | $47,084,805 | 2023 |
| Wright-Ryan Construction, Inc. Employee Stock Ownership 401(K) Plan | Wright-Ryan Construction, Inc. | $37,954,286 | 2023 |
| Spurwink Services 403(B) Plan | Spurwink Services, Inc. | $31,273,069 | 2023 |
| Maine Credit Union League Capital Accumulation Plan | Maine Credit Union League | $30,226,294 | 2023 |
| Smrt, Inc. 401(K) Profit Sharing Plan | Smrt, Inc. | $27,055,671 | 2023 |
| Stone Coast Fund Services LLC 401(K) Plan | Stone Coast Fund Services LLC | $27,027,186 | 2023 |
| Tilson 401(K) Plan | Tilson Technology Management, Inc. | $26,689,661 | 2023 |
Largest plans in Portland → · Portland plans by participants → · Portland plans with financial data → · Portland plans with provider compensation → · $1B+ plans in Portland →
Related Form 5500 pages
- All ME Form 5500 filings
- Unum Group 401k Retirement Plan (plan 002)
- Unum Group — all reported plans
- Mainehealth 403(B) Retirement Plan (plan 002)
- Mainehealth Services — all reported plans
- Unum Group Pension Plan (plan 001)
- Maine Medical Center Pension Plan (plan 001)
- Mainehealth — all reported plans
- Wex Inc. Employee Savings Plan (plan 001)
- Wex Inc. — all reported plans
- Woodard & Curran, Inc. 401(K) Profit Sharing Plan (plan 001)
- Woodard & Curran, Inc. — all reported plans
- Martin'S Point 401(K) Plan (plan 001)
- Martin'S Point Health Care — all reported plans
- Maine Employers' Mutual Insurance Company 401(K) Plan (plan 001)
- Maine Employers' Mutual Insurance Company — all reported plans
- Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan (plan 001)
- Bernstein Shur Sawyer & Nelson P.A. — all reported plans
- Berrydunn 401(K) Profit Sharing Plan (plan 001)
- Berry, Dunn, Mcneil & Parker, Inc. — all reported plans
- Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan (plan 002)
- Preti, Flaherty, Beliveau & Pachios Llp — all reported plans
- Pierce Atwood Llp 401(K) Plan (plan 001)
- Pierce Atwood Llp — all reported plans
- Baker Newman & Noyes, LLC 401(K) Profit Sharing Plan (plan 001)
- Baker Newman & Noyes, LLC — all reported plans
- Diversified Communications 401(K) Plan (plan 003)
- Diversified Holding Co. — all reported plans
- Drummond, Woodsum & Macmahon, P.A. Profit Sharing Plan (plan 002)
- Drummond, Woodsum & Macmahon, P.A. — all reported plans
- Methodology
- Data sources