Plan5500

Bath Savings Institution — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bath Savings Institution (EIN 01-0026120) is a plan sponsor located in Bath, ME with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
01-0026120
Location
Bath, ME
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$93.8MSummed across loaded plans$93,751,226
Total reported assets$93.8M$93,751,226
Total reported participants488
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$93.8M total assets
Net assets$93.8MLiabilities$0
Contributions & income
Employer contributions$4.5M
Participant contributions$926.8K
Total income / additions$17.8M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$16.4M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets63%The Retirement Plan For Employees Of Bath Savings Institution
Participants per plan244Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Retirement Plan For Employees Of Bath Savings Institution$59M
    Plan #001 · 269 participants · 2023
  2. 2
    Bath Savings Institution 401(K) Plan$34.8M
    Plan #002 · 219 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bath Savings Institution
YearPlanParticipantsSchedulesFiling
2023Bath Savings Institution 401(K) Plan219H20241004085730NAL0023231266001
2023The Retirement Plan For Employees Of Bath Savings Institution269H20241011100215NAL0022534273001

Related Form 5500 pages