South 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, South Portland, ME has 47 loaded benefit plan(s) reported by 28 plan sponsor(s), with $743,454,906 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $743,454,906
- Total reported liabilities (EOY)
- $10,197
- Total reported net assets (EOY)
- $743,444,709
Contributions & income
- Employer contributions
- $21,626,303
- Participant contributions
- $28,354,614
- Total income / additions
- $170,449,205
Expenses & distributions
- Benefits paid / distributions
- $44,168,929
- Total expenses
- $45,407,817
- Net increase / (decrease)
- $125,041,388
Coverage
- Total reported participants
- 15,220
- Plans with financial statements
- 22
- Plans with provider compensation
- 16
Totals sum the latest loaded 2023 public Form 5500 filing per plan for South 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 |
|---|---|---|---|
| Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan | Spectrum Healthcare Partners, P.A. | $339,970,054 | 2023 |
| Intermed, P.A. 401(K) & Profit Sharing Plan | Intermed, P A | $146,383,453 | 2023 |
| Dead River 401(K) Retirement Savings Plan | Dead River Company | $85,902,585 | 2023 |
| Ciee Retirement Plan | Ciee, Inc. | $42,923,931 | 2023 |
| Port Harbor Marine Employee Stock Ownership Plan | Port Harbor Marine, Inc. | $26,046,814 | 2023 |
| Pape Employees 401(K) Plan | Pape Chevrolet, Inc. | $19,132,437 | 2023 |
| Opportunity Alliance 403(B) Plan | Opportunity Alliance | $15,601,286 | 2023 |
| Town & Country Fcu Employee 401(K) And Profit Sharing Plan | Town & Country Federal Credit Union | $12,236,571 | 2023 |
| Maine Trust 401(K) Plan | Maine Trust For Local News | $11,329,987 | 2023 |
| First Atlantic Corporation 401(K) Plan | First Atlantic Corporation | $9,907,533 | 2023 |
| Sebago Technics Employee Stock Ownership Plan | Sebago Technics, Inc. | $8,176,002 | 2023 |
| Casco Bay Steel Structures, Inc. 401(K) Plan | Casco Bay Steel Structures, Inc. | $7,185,986 | 2023 |
| Preservation Management, Inc. 401(K) Profit Sharing Plan | Preservation Management, Inc. | $7,037,433 | 2023 |
| Portland Community Health Center 403(B) Plan | Portland Community Health Center | $4,160,196 | 2023 |
| Port Resources Savings And Retirement Plan | Port Resources | $2,946,646 | 2023 |
| Epco, LLC 401k Plan | Epco, LLC | $2,481,497 | 2023 |
| Woodin & Company Store Fixture 401(K) Profit Sharing Plan & Trust | Woodin & Company Store Fixture | $1,173,222 | 2023 |
| Caretree Healthcare 401(K) Profit Sharing Plan And Trust | Caretree Healthcare | $359,629 | 2023 |
| Pomerleau Realty Operations Corp 401(K) Plan | Pomerleau Realty Operations Corp | $242,780 | 2023 |
| Relax Me, Inc. 401(K) Profit Sharing Plan | Relax Me, Inc. | $169,329 | 2023 |
| Act 401k | Acorn Tree Holdings, Inc. | $66,044 | 2023 |
| Td Consulting Enterprises, Inc. Retirement Plan | Td Consulting Enterprises, Inc. | $21,491 | 2023 |
| Maine Trust For Local News Group Health & Life Plan | Maine Trust For Local News | not reported in the loaded dataset | 2023 |
| Maine Trust For Local News Severance Plan | Maine Trust For Local News | not reported in the loaded dataset | 2023 |
| Atlantic Federal Credit Union Health & Welfare Benefits Plan | Atlantic Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in South Portland → · South Portland plans by participants → · South Portland plans with financial data → · South Portland plans with provider compensation → · $1B+ plans in South Portland →
Related Form 5500 pages
- All ME Form 5500 filings
- Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan (plan 002)
- Spectrum Healthcare Partners, P.A. — all reported plans
- Intermed, P.A. 401(K) & Profit Sharing Plan (plan 001)
- Intermed, P A — all reported plans
- Dead River 401(K) Retirement Savings Plan (plan 002)
- Dead River Company — all reported plans
- Ciee Retirement Plan (plan 001)
- Ciee, Inc. — all reported plans
- Port Harbor Marine Employee Stock Ownership Plan (plan 002)
- Port Harbor Marine, Inc. — all reported plans
- Pape Employees 401(K) Plan (plan 002)
- Pape Chevrolet, Inc. — all reported plans
- Opportunity Alliance 403(B) Plan (plan 001)
- Opportunity Alliance — all reported plans
- Town & Country Fcu Employee 401(K) And Profit Sharing Plan (plan 002)
- Town & Country Federal Credit Union — all reported plans
- Maine Trust 401(K) Plan (plan 001)
- Maine Trust For Local News — all reported plans
- First Atlantic Corporation 401(K) Plan (plan 001)
- First Atlantic Corporation — all reported plans
- Sebago Technics Employee Stock Ownership Plan (plan 002)
- Sebago Technics, Inc. — all reported plans
- Casco Bay Steel Structures, Inc. 401(K) Plan (plan 001)
- Casco Bay Steel Structures, Inc. — all reported plans
- Preservation Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Preservation Management, Inc. — all reported plans
- Portland Community Health Center 403(B) Plan (plan 001)
- Portland Community Health Center — all reported plans
- Port Resources Savings And Retirement Plan (plan 002)
- Port Resources — all reported plans
- Methodology
- Data sources