Other · DOL Form 5500 · 2022

Kennebec Behavioral Health Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
387
Participants Below avg headcount
75th
Percentile by assets National rank
$43,979
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kennebec Behavioral Health 403(b) Plan · Sponsored by Kennebec Behavioral Health · Maine · Healthcare & Social Assistance

$17M in assets, 387 participants

Kennebec Behavioral Health's Kennebec Behavioral Health 403(b) Plan reported $17M in total assets and 387 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,837 in Healthcare & Social Assistance (20,060 peers)

Where Kennebec Behavioral Health 403(b) Plan sits by assets

Kennebec Behavioral Health 403(b) Plan sits in the top quartile of all filed plans by assets, $17M for 387 participants (~$43,979/participant), down 12.3% in 2022.

#15,837
in Healthcare & Social Assistance (20,060 peers)
-12.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Kennebec Behavioral Health 403(b) Plan's outsized position by total assets

Kennebec Behavioral Health 403(b) Plan vs every filed plan by assets

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

$17,020,001 Top 25% higher than 75% 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

Kennebec Behavioral Health 403(b) 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. Kennebec Behavioral Health 403(b) Plan sits mid-pack in the medium band (387 participants).

Plan-year Form 5500 strip

Filing strip 010265559 · Kennebec Behavioral Health PY 2022 · Other

Kennebec Behavioral Health 403(b) Plan · $17M · 387 · 75th

  • IND $17M
  • IND 387
  • IND 75th
  • IND Other
  • IND near Alta Bates Summit 403(b) Tda Retirement Plan
  • IND ind #15837

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 →

Kennebec Behavioral Health 403(b) Plan in the asset neighbourhood

Bethesda 403b Retirement Plan$17MAlta Bates Summit 403(b) Tda Retirement PlanAlta Bates Summit 403(b) Tda…$17MThe Steward School Defined Contribution Retirement PlanThe Steward School Defined C…$17MKennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$17MSan Francisco Friends School Defined Contribution Retirement PlanSan Francisco Friends School…$17M
End-of-year total assets ($M) among Kennebec Behavioral Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN010265559
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kennebec Behavioral Health)

Sponsor-wide plan assets over time

All Kennebec Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.70605559893916% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 387 $17M
2023 1 398 $19M
2024 1 415 $23M

Nearby Other Plans in Maine

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

Kennebec Behavioral Health 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kennebec Behavioral Health 403(b) Plan, Total assets ($B): 0.017020001 · Participants: 387Kennebec Behavioral Health 403(b) PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement Plan
Kennebec Behavioral Health 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants

Kennebec Behavioral Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Alta Bates Summit 403(b) Tda Retirement Plan in CA ($17M); by covered participants it is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 Kennebec Behavioral Health 403(b) Plan assets move in 2022?
Kennebec Behavioral Health 403(b) Plan pulled back noticeably - down 12.3% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Kennebec Behavioral Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Kennebec Behavioral Health's sponsor-wide assets grew 33.7%, from $17M to $23M.
Where does Kennebec Behavioral Health 403(b) Plan rank by assets among Form 5500 filers?
Kennebec Behavioral Health 403(b) Plan ranks in the 75th 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 Other plans are similar in size to Kennebec Behavioral Health 403(b) Plan?
Among Other plans in other states, the closest by assets is Alta Bates Summit 403(b) Tda Retirement Plan in CA ($17M, 149 participants).
Which Other plans cover a similar participant headcount to Kennebec Behavioral Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Purdue Research Foundation Defined Contribution Retirement Plan in IN (387 participants, $68M in assets).