401(k) · DOL Form 5500 · 2022

Katahdin Valley Health Center 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
152
Participants Small participant base
44th
Percentile by assets National rank
$23,741
Avg per participant Low balance/head
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Official DOL plan name: Katahdin Valley Health Center Safe Harbor 401(k) Plan · Sponsored by Katahdin Valley Health Center · Maine · Healthcare & Social Assistance

$4M in assets, 152 participants

Katahdin Valley Health Center's Katahdin Valley Health Center Safe Harbor 401(k) Plan reported $4M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,734 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maine

Katahdin Valley Health Center Safe Harbor 401(k) Plan covers 152 participants in Maine, about 32% of the average Maine filer (state average ~472 per filing). Assets: $4M.

#9,734
in Healthcare & Social Assistance (20,060 peers)
-0.0%
assets change YoY

The plan reported a net loss of $755 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Katahdin Valley Health Center Safe Harbor 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Katahdin Valley Health Center Safe Harbor 401(k) Plan vs every filed plan by assets

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

$3,608,657 44th percentile higher than 44% 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 Valley Health Center Safe Harbor 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 Valley Health Center Safe Harbor 401(k) Plan sits mid-pack in the medium band (152 participants).

EBSA filing schedule strip

Filing strip 237411014 · Katahdin Valley Health Center PY 2022 · 401(k)

Katahdin Valley Health Center Safe Harbor 401(k) Plan · $4M · 152 · 44th

  • PHOTO $4M
  • IND 152
  • EOY 44th
  • 5500 401(k)
  • ASSETS near Fieldtrue LLC 401(k) Plan
  • PCT ind #9734

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 →

Katahdin Valley Health Center Safe Harbor 401(k) Plan in the asset neighbourhood

Katahdin Valley Health Center Safe Harbor 401(k) PlanKatahdin Valley Health Cente…$4MFieldtrue LLC 401(k) Plan$4MSouthwestern Interiors 401(k) PlanSouthwestern Interiors 401(k…$4MFox Valley Molding Inc Employee 401(k) Profit Sharing PlanFox Valley Molding Inc Emplo…$4MCapital Tile/Rumford Stone 401(k) PlanCapital Tile/Rumford Stone 4…$4M
End-of-year total assets ($M) among Katahdin Valley Health Center Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$755
Employer EIN237411014
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katahdin Valley Health Center)

Sponsor-wide plan assets over time

All Katahdin Valley Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$6M 63.68197365391058% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.61M $5.91M ▲ +63.7%
Year Plans Participants Total Assets
2022 1 152 $4M
2023 1 165 $5M
2024 1 198 $6M

Nearby 401(k) Plans in Maine

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

Katahdin Valley Health Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Katahdin Valley Health Center Safe Harbor 401(k) Plan, Total assets ($B): 0.003608657 · Participants: 152Katahdin Valley Health Center Safe Harbor 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 Valley Health Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Katahdin Valley Health Center Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Fieldtrue LLC 401(k) Plan in CA ($4M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Valley Health Center Safe Harbor 401(k) Plan assets move in 2022?
Katahdin Valley Health Center Safe Harbor 401(k) Plan held essentially flat - down 0.0% during 2022, from $4M to $4M. Reported net income was -$755.
How have Katahdin Valley Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Katahdin Valley Health Center's sponsor-wide assets grew 63.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Katahdin Valley Health Center Safe Harbor 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fieldtrue LLC 401(k) Plan in CA ($4M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Katahdin Valley Health Center Safe Harbor 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants, N/A in assets).