401(k) · DOL Form 5500 · 2022

Katahdin Trust Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
179
Participants Small participant base
76th
Percentile by assets National rank
$105,612
Avg per participant Below avg balance/head
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Official DOL plan name: Katahdin Trust Company 401(k) Plan · Sponsored by Katahdin Trust Company · Maine · Finance & Insurance

$19M in assets, 179 participants

Katahdin Trust Company's Katahdin Trust Company 401(k) Plan reported $19M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,809 in Finance & Insurance (9,261 peers)

Coverage in Maine

Katahdin Trust Company 401(k) Plan covers 179 participants in Maine, about 38% of the average Maine filer (state average ~472 per filing). Assets: $19M.

#5,809
in Finance & Insurance (9,261 peers)
-14.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katahdin Trust Company 401(k) Plan's outsized position by total assets

Katahdin Trust Company 401(k) Plan vs every filed plan by assets

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

$18,904,589 Top 24% higher than 76% 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 401(k) 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 401(k) Plan sits mid-pack in the medium band (179 participants).

Plan-year Form 5500 strip

Filing strip 010099500 · Katahdin Trust Company PY 2022 · 401(k)

Katahdin Trust Company 401(k) Plan · $19M · 179 · 76th

  • EBSA $19M
  • EBSA 179
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Tepa, LLC 401(k) Retirement Plan
  • EBSA ind #5809

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 Finance & Insurance retirement plans → · Plans in Maine →

Katahdin Trust Company 401(k) Plan in the asset neighbourhood

Roland Dga Corporation 401(k) Savings andRoland Dga Corporation 401(k…$19MJ. E. Grote Company 401(k) Profit Sharing PlanJ. E. Grote Company 401(k) P…$19MNexius Solutions, Inc. 401(k) PlanNexius Solutions, Inc. 401(k…$19MKatahdin Trust Company 401(k) PlanKatahdin Trust Company 401(k…$19MTepa, LLC 401(k) Retirement PlanTepa, LLC 401(k) Retirement …$19M
End-of-year total assets ($M) among Katahdin Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN010099500
Plan Effective Date1990-01-01
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 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Katahdin Trust Company 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Katahdin Trust Company 401(k) Plan, Total assets ($B): 0.018904589 · Participants: 179Katahdin Trust Company 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.082814523 · Participants: 26725Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 1.823433108 · Participants: 9051Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 0.833975444 · Participants: 6436Idexx Retirement and Incentive Savings PlanHannaford Bros. Co., LLC Retirement Savings Plan, Total assets ($B): 0.831539018 · Participants: 28776Hannaford Bros. Co., LLC Retirement Savings PlanThe Cianbro Team Equity Plan, Total assets ($B): 0.624114187 · Participants: 2575The Cianbro Team Equity Plan
Katahdin Trust Company 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Katahdin Trust Company 401(k) Plan side-by-side with 3 peers →

Katahdin Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Tepa, LLC 401(k) Retirement Plan in CO ($19M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

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 401(k) Plan assets move in 2022? ▼
Katahdin Trust Company 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $22M to $19M. Reported net income was -$3M.
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.
Where does Katahdin Trust Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Katahdin Trust Company 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Katahdin Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tepa, LLC 401(k) Retirement Plan in CO ($19M, 403 participants).
Which 401(k) plans cover a similar participant headcount to Katahdin Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants, N/A 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.