Other · DOL Form 5500 · 2022

Pine Tree Legal Assistance, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
71
Participants Small participant base
58th
Percentile by assets National rank
$98,643
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pine Tree Legal Assistance Tax Sheltered Annuity Plan · Sponsored by Pine Tree Legal Assistance, Inc. · Maine · Professional & Technical Services

$7M in assets, 71 participants

Pine Tree Legal Assistance, Inc.'s Pine Tree Legal Assistance Tax Sheltered Annuity Plan reported $7M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,015 in Professional & Technical Services (21,562 peers)

Pine Tree Legal Assistance, Inc. multi-year trail

Pine Tree Legal Assistance, Inc.'s plans moved +32.7% in assets from 2022 to 2024; this filing shows Pine Tree Legal Assistance Tax Sheltered Annuity Plan at $7M / 71 participants.

#12,015
in Professional & Technical Services (21,562 peers)
-18.7%
assets change YoY

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.

Pine Tree Legal Assistance Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers

Pine Tree Legal Assistance Tax Sheltered Annuity Plan vs every filed plan by assets

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

$7,003,684 Top 42% higher than 58% 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

Pine Tree Legal Assistance Tax Sheltered Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pine Tree Legal Assistance Tax Sheltered Annuity Plan is a small filing (71 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 010279387 · Pine Tree Legal Assistance, Inc. PY 2022 · Other

Pine Tree Legal Assistance Tax Sheltered Annuity Plan · $7M · 71 · 58th

  • NET $7M
  • BOOK 71
  • VS-ST 58th
  • BOY Other
  • SCH near Orchard Hospital 403(b) Plan
  • EBSA ind #12015

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 Professional & Technical Services retirement plans → · Plans in Maine →

Pine Tree Legal Assistance Tax Sheltered Annuity Plan in the asset neighbourhood

Orchard Hospital 403(b) Plan$7MPlanned Parenthood Southeastern Pennsylvania Employees Savings and Retirement PlanPlanned Parenthood Southeast…$7MHaverland Carter Lifestyle Group 403(b) PlanHaverland Carter Lifestyle G…$7MPine Tree Legal Assistance Tax Sheltered Annuity PlanPine Tree Legal Assistance T…$7MThe Santa Fe Opera's Retirement PlanThe Santa Fe Opera's Retirem…$7M
End-of-year total assets ($M) among Pine Tree Legal Assistance Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pine Tree Legal Assistance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pine Tree Legal Assistance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.681128960130124% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7M $9.29M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 71 $7M
2023 1 73 $9M
2024 1 87 $9M

Pine Tree Legal Assistance, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN010279387
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Pine Tree Legal Assistance Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Pine Tree Legal Assistance Tax Sheltered Annuity Plan, Total assets ($B): 0.007003684 · Participants: 71Pine Tree Legal Assistance Tax Sheltered Annuity 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
Pine Tree Legal Assistance Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants

Pine Tree Legal Assistance Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Orchard Hospital 403(b) Plan in CA ($7M); by covered participants it is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA (71 participants). Same-state nearby plans are listed separately above.

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 Pine Tree Legal Assistance Tax Sheltered Annuity Plan assets move in 2022?
Pine Tree Legal Assistance Tax Sheltered Annuity Plan declined sharply - down 18.7% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Pine Tree Legal Assistance, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pine Tree Legal Assistance, Inc.'s sponsor-wide assets grew 32.7%, from $7M to $9M.
Which Other plans are similar in size to Pine Tree Legal Assistance Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Orchard Hospital 403(b) Plan in CA ($7M, 226 participants).
Which Other plans cover a similar participant headcount to Pine Tree Legal Assistance Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA (71 participants, $34M in assets).