401(k) · DOL Form 5500 · 2022

Penobscot Investment Managemen 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$128,113
Avg per participant Near avg balance/head
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Official DOL plan name: Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust · Sponsored by Penobscot Investment Managemen · Massachusetts · Finance & Insurance

$2M in assets, 12 participants

Penobscot Investment Managemen's Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,870 in Finance & Insurance (9,261 peers)

Penobscot Investment Managemen multi-year trail

Penobscot Investment Managemen's plans moved +83.5% in assets from 2022 to 2024; this filing shows Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust at $2M / 12 participants.

#1,870
in Finance & Insurance (9,261 peers)
-5.9%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,537,351 30th percentile higher than 30% 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

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 042996291 · Penobscot Investment Managemen PY 2022 · 401(k)

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust · $2M · 12 · 30th

  • SCH $2M
  • SCH 12
  • SCH 30th
  • SCH 401(k)
  • SCH near Charles Kaner, Dds, PC, Salary Reduction Section 401(k) Plan
  • SCH ind #1870

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 Massachusetts →

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Penobscot Investment Managemen 401(k) Profit Sharing Plan & TrustPenobscot Investment Managem…$2MCharles Kaner, Dds, PC, Salary Reduction Section 401(k) PlanCharles Kaner, Dds, PC, Sala…$2MWest Point Optical, LLC Retirement Savings PlanWest Point Optical, LLC Reti…$2MEtairos Health, Inc. 401(k) PlanEtairos Health, Inc. 401(k) …$2MTobin & Associates, P. a. 401(k) PlanTobin & Associates, P. a. 40…$2M
End-of-year total assets ($M) among Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Penobscot Investment Managemen multi-year asset trail

Sponsor-wide plan assets over time

All Penobscot Investment Managemen plans reported in each filing year

Latest sponsor-wide plan assets
$3M 83.47234951549775% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.54M $2.82M ▲ +83.1%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 13 $3M

Penobscot Investment Managemen filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$97K
Employer EIN042996291
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001537351 · Participants: 12Penobscot Investment Managemen 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Charles Kaner, Dds, PC, Salary Reduction Section 401(k) Plan in NY ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 5.9% during 2022, from $2M to $2M. Reported net income was -$97K.
How have Penobscot Investment Managemen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penobscot Investment Managemen's sponsor-wide assets grew 83.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Charles Kaner, Dds, PC, Salary Reduction Section 401(k) Plan in NY ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 042996291.

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.