ESOP · DOL Form 5500 · 2022

Katahdin Trust Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
179
Participants Small participant base
35th
Percentile by assets National rank
$11,958
Avg per participant Low balance/head
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Official DOL plan name: Katahdin Trust Company Employee Stock Ownership Plan · Sponsored by Katahdin Trust Company · Maine · Finance & Insurance

$2M in assets, 179 participants

Katahdin Trust Company's Katahdin Trust Company Employee Stock Ownership Plan reported $2M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,185 in Finance & Insurance (9,261 peers)

Coverage in Maine

Katahdin Trust Company Employee Stock Ownership Plan covers 179 participants in Maine, about 38% of the average Maine filer (state average ~472 per filing). Assets: $2M.

#2,185
in Finance & Insurance (9,261 peers)
-2.0%
assets change YoY

Katahdin Trust Company Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Katahdin Trust Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,140,543 35th percentile higher than 35% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Katahdin Trust Company Employee Stock Ownership 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. Katahdin Trust Company Employee Stock Ownership Plan sits mid-pack in the medium band (179 participants).

Plan-year Form 5500 strip

Filing strip 010099500 · Katahdin Trust Company PY 2022 · ESOP

Katahdin Trust Company Employee Stock Ownership Plan · $2M · 179 · 35th

  • IND $2M
  • IND 179
  • IND 35th
  • IND ESOP
  • IND near Geotek Engineering and Testing Services, Inc. ESOP
  • IND ind #2185

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 What is an ESOP? → · Plans in Maine →

Katahdin Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Katahdin Trust Company Employee Stock Ownership PlanKatahdin Trust Company Emplo…$2MGeotek Engineering and Testing Services, Inc. ESOPGeotek Engineering and Testi…$2MMarket Share, Inc. Employee Stock Ownership PlanMarket Share, Inc. Employee …$2MAmended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc.Amended and Restated ESOP an…$2MKindness General Contractors Employee Stock Ownership PlanKindness General Contractors…$2M
End-of-year total assets ($M) among Katahdin Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$103K
Employer EIN010099500
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katahdin Trust Company)

Sponsor-wide plan assets over time

All Katahdin Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.26462974905551% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.1M $26.6M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 358 $21M
2023 2 362 $24M
2024 2 361 $27M

Nearby ESOP Plans in Maine

Peer ESOP plans, same state, same plan type, ranked by total assets.

Katahdin Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. 0100200300400 -20020406080 Total assets ($M) Participants Katahdin Trust Company Employee Stock Ownership Plan, Total assets ($M): 2.140543 · Participants: 179Katahdin Trust Company Employee Stock Ownership PlanMaine Drilling and Blasting Group Employee Stock Ownership Plan, Total assets ($M): 73.690099 · Participants: 321Maine Drilling and Blasting Group Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 71.344 · Participants: 345Sc Holdings, Inc. Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 57.938208 · Participants: 252Johnnys Selected Seeds Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 40.272983 · Participants: 82Portland Air Freight, Inc. Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 40.17674 · Participants: 169Systems Engineering, Inc. Employee Stock Ownership Plan
Katahdin Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Katahdin Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

Katahdin Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Geotek Engineering and Testing Services, Inc. ESOP in SD ($2M); by covered participants it is Bankprov Employee Stock Ownership Plan in MA (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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.

Frequently Asked Questions

How did Katahdin Trust Company Employee Stock Ownership Plan assets move in 2022? ▼
Katahdin Trust Company Employee Stock Ownership Plan edged down modestly - down 2.0% during 2022, from $2M to $2M. Reported net income was $103K.
How have Katahdin Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katahdin Trust Company's sponsor-wide assets grew 26.3%, from $21M to $27M.
Which ESOP plans are similar in size to Katahdin Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Geotek Engineering and Testing Services, Inc. ESOP in SD ($2M, 52 participants).
Which ESOP plans cover a similar participant headcount to Katahdin Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bankprov Employee Stock Ownership Plan in MA (179 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010099500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.