Other · DOL Form 5500 · 2022
Penquis C.a.P. Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 519
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $28,033
- Avg per participant Low balance/head
Official DOL plan name: Penquis Cap 403b Plan · Sponsored by Penquis C.a.P. Inc. · Maine · Healthcare & Social Assistance
$15M in assets, 519 participants
Penquis C.a.P. Inc.'s Penquis Cap 403b Plan reported $15M in total assets and 519 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #15,349 in Healthcare & Social Assistance (20,060 peers)
Penquis C.a.P. Inc. multi-year trail
Penquis C.a.P. Inc.'s plans moved +32.4% in assets from 2022 to 2024; this filing shows Penquis Cap 403b Plan at $15M / 519 participants.
- #15,349
- in Healthcare & Social Assistance (20,060 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Penquis Cap 403b Plan's outsized position by total assets
Penquis Cap 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,549,357 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Penquis Cap 403b Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penquis Cap 403b Plan sits mid-pack in the medium band (519 participants).
Plan-year Form 5500 strip
Filing strip 016023748 · Penquis C.a.P. Inc. PY 2022 · Other
Penquis Cap 403b Plan · $15M · 519 · 72nd
- SCH $15M
- EBSA 519
- PART 72nd
- TYPE Other
- NET near Lutheran Services Florida Retirement Plan
- BOOK ind #15349
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Maine →
Penquis Cap 403b Plan in the asset neighbourhood
Penquis C.a.P. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Penquis C.a.P. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 32.43082151328062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 519 | $15M |
| 2023 | 1 | 511 | $17M |
| 2024 | 1 | 501 | $19M |
Penquis C.a.P. Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 016023748 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $1.8B · 21,547
- Northern Light Health Retirement Partnership 403(b) Plan $938M · 11,671
- Jax 403(b) Retirement Plan $438M · 2,458
- Mainegeneral Health 403(b) Retirement Plan $325M · 4,592
- Colby College Retirement Plan $248M · 894
Penquis Cap 403b Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Lutheran Services Florida Retirement Plan in FL ($15M); by covered participants it is Manhattan College Defined Contribution Retirement Plan in NY (519 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.