Westbrook, 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, Westbrook, ME has 33 loaded benefit plan(s) reported by 20 plan sponsor(s), with $1,205,495,619 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,205,495,619
- Total reported liabilities (EOY)
- $2,717,475
- Total reported net assets (EOY)
- $1,202,778,144
Contributions & income
- Employer contributions
- $69,818,240
- Participant contributions
- $77,451,177
- Total income / additions
- $342,464,105
Expenses & distributions
- Benefits paid / distributions
- $97,412,484
- Total expenses
- $101,630,457
- Net increase / (decrease)
- $240,833,648
Coverage
- Total reported participants
- 25,821
- Plans with financial statements
- 18
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Westbrook, 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 |
|---|---|---|---|
| Idexx Retirement And Incentive Savings Plan | Idexx Laboratories, Inc. | $1,048,053,529 | 2023 |
| Hvac Services, Inc. Employee Stock Ownership 401(K) Plan | Hvac Services, Inc. | $17,435,352 | 2023 |
| Kardex Remstar Savings Plan | Kardex Remstar, LLC | $17,150,616 | 2023 |
| Lanco Employees Retirement/ Profit Sharing Plan | Lanco Assembly Systems, Inc. | $16,469,409 | 2023 |
| Chadwick-Baross, Inc. Savings And Ps Plan | Chadwick-Baross, Inc. | $14,947,914 | 2023 |
| Bill Dodge Auto Group Salary Deferral 401(K) Plan | Bill Dodge Auto Group, Inc. | $13,070,660 | 2023 |
| Maine Bankers Association Employee Benefit Plan | Maine Bankers Association | $12,584,943 | 2023 |
| Ethos Marketing & Design Employee Stock Ownership 401(K) Plan | Results Marketing And Design, Inc. | $11,914,294 | 2023 |
| Lanco Assembly Systems, Inc. Employee Stock Ownership Plan | Lanco Assembly Systems, Inc. | $8,923,426 | 2023 |
| Woodfords Family Services 403b Plan | Woodfords Family Services | $8,092,300 | 2023 |
| Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(K) Plan | Aero Heating & Ventilating, Inc. | $7,226,349 | 2023 |
| New Communities, Inc. 403(B) Plan | New Communities, Inc. | $5,942,060 | 2023 |
| Creative Works 403(B) Thrift Plan | Creative Works | $5,810,638 | 2023 |
| Schlotterbeck & Foss 401(K) Plan | Schlotterbeck & Foss Company | $5,364,020 | 2023 |
| Warren Mechanical, Inc. 401(K) Plan | Warren Mechanical, Inc. | $4,639,437 | 2023 |
| Migis Hotel Group 401(K) Plan | Migis Hotel Group | $4,543,794 | 2023 |
| Maine Credit Union League Insurance Trust Employee Benefit Plan | Maine Credit Union League Insurance Trust | $1,892,469 | 2023 |
| Native Maine Operations Inc 401(K) Plan | Native Maine Operations Inc | $1,434,409 | 2023 |
| Lanco Assembly Systems, Inc. Welfare Benefits Plan | Lanco Assembly Systems Inc | not reported in the loaded dataset | 2023 |
| Lanco Life And Disability Plan | Lanco Assembly Systems Inc | not reported in the loaded dataset | 2023 |
| Lanco Assembly Systems Dental Care Plan | Lanco Assembly Systems Inc | not reported in the loaded dataset | 2023 |
| Lanco Assembly Medical Care Plan | Lanco Assembly Systems Inc | not reported in the loaded dataset | 2023 |
| Schlotterbeck & Foss Welfare Benefit Plan | Schlotterbeck & Foss | not reported in the loaded dataset | 2023 |
| Idexx Laboratories, Inc. Employee Welfare Benefit Plan | Idexx Laboratories, Inc. | not reported in the loaded dataset | 2023 |
| Kardex Remstar Health And Welfare Benefit Plan | Kardex Remstar, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Westbrook → · Westbrook plans by participants → · Westbrook plans with financial data → · Westbrook plans with provider compensation → · $1B+ plans in Westbrook →
Related Form 5500 pages
- All ME Form 5500 filings
- Idexx Retirement And Incentive Savings Plan (plan 001)
- Idexx Laboratories, Inc. — all reported plans
- Hvac Services, Inc. Employee Stock Ownership 401(K) Plan (plan 002)
- Hvac Services, Inc. — all reported plans
- Kardex Remstar Savings Plan (plan 001)
- Kardex Remstar, LLC — all reported plans
- Lanco Employees Retirement/ Profit Sharing Plan (plan 001)
- Lanco Assembly Systems, Inc. — all reported plans
- Chadwick-Baross, Inc. Savings And Ps Plan (plan 001)
- Chadwick-Baross, Inc. — all reported plans
- Bill Dodge Auto Group Salary Deferral 401(K) Plan (plan 001)
- Bill Dodge Auto Group, Inc. — all reported plans
- Maine Bankers Association Employee Benefit Plan (plan 502)
- Maine Bankers Association — all reported plans
- Ethos Marketing & Design Employee Stock Ownership 401(K) Plan (plan 002)
- Results Marketing And Design, Inc. — all reported plans
- Lanco Assembly Systems, Inc. Employee Stock Ownership Plan (plan 002)
- Woodfords Family Services 403b Plan (plan 001)
- Woodfords Family Services — all reported plans
- Aero Heating & Ventilating, Inc. Employee Stock Ownership 401(K) Plan (plan 001)
- Aero Heating & Ventilating, Inc. — all reported plans
- New Communities, Inc. 403(B) Plan (plan 001)
- New Communities, Inc. — all reported plans
- Creative Works 403(B) Thrift Plan (plan 001)
- Creative Works — all reported plans
- Schlotterbeck & Foss 401(K) Plan (plan 001)
- Schlotterbeck & Foss Company — all reported plans
- Warren Mechanical, Inc. 401(K) Plan (plan 001)
- Warren Mechanical, Inc. — all reported plans
- Methodology
- Data sources