401(k) · DOL Form 5500 · 2022

Bath Savings Institution 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
161
Participants Small participant base
82nd
Percentile by assets National rank
$176,783
Avg per participant Above avg balance/head
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Official DOL plan name: Bath Savings Institution 401(k) Plan · Sponsored by Bath Savings Institution · Maine · Finance & Insurance

$28M in assets, 161 participants

Bath Savings Institution's Bath Savings Institution 401(k) Plan reported $28M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,595 in Finance & Insurance (9,261 peers)

Coverage in Maine

Bath Savings Institution 401(k) Plan covers 161 participants in Maine, about 34% of the average Maine filer (state average ~472 per filing). Assets: $28M.

#6,595
in Finance & Insurance (9,261 peers)
-17.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bath Savings Institution 401(k) Plan's outsized position by total assets

Bath Savings Institution 401(k) Plan vs every filed plan by assets

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

$28,462,116 Top 18% higher than 82% 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

Bath Savings Institution 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. Bath Savings Institution 401(k) Plan sits mid-pack in the medium band (161 participants).

EBSA filing schedule strip

Filing strip 010026120 · Bath Savings Institution PY 2022 · 401(k)

Bath Savings Institution 401(k) Plan · $28M · 161 · 82nd

  • BOOK $28M
  • VS-ST 161
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan
  • PART ind #6595

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 →

Bath Savings Institution 401(k) Plan in the asset neighbourhood

Bath Savings Institution 401(k) PlanBath Savings Institution 401…$28MForesight Financial Group, Inc. Employee Savings and Profit Sharing PlanForesight Financial Group, I…$28MCssi, Inc. Employee 401(k) PlanCssi, Inc. Employee 401(k) P…$28MMortgage Investors Group 401(k) Retirement PlanMortgage Investors Group 401…$28MOrthopedics Rhode Island, Inc. 401(k) Profit Sharing PlanOrthopedics Rhode Island, In…$28M
End-of-year total assets ($M) among Bath Savings Institution 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN010026120
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bath Savings Institution)

Sponsor-wide plan assets over time

All Bath Savings Institution plans reported in each filing year

Latest sponsor-wide plan assets
$102M 32.06365450485379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.3M $102M ▲ +32.1%
Year Plans Participants Total Assets
2022 2 321 $77M
2023 2 325 $94M
2024 2 327 $102M

Nearby 401(k) Plans in Maine

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

Bath Savings Institution 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Bath Savings Institution 401(k) Plan, Total assets ($B): 0.028462116 · Participants: 161Bath Savings Institution 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
Bath Savings Institution 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Bath Savings Institution 401(k) Plan side-by-side with 3 peers →

Bath Savings Institution 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan in IL ($28M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Bath Savings Institution 401(k) Plan assets move in 2022? ▼
Bath Savings Institution 401(k) Plan declined sharply - down 17.2% during 2022, from $34M to $28M. Reported net income was -$6M.
How have Bath Savings Institution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bath Savings Institution's sponsor-wide assets grew 32.1%, from $77M to $102M.
Where does Bath Savings Institution 401(k) Plan rank by assets among Form 5500 filers? ▼
Bath Savings Institution 401(k) Plan ranks in the 82nd 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 Bath Savings Institution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan in IL ($28M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Bath Savings Institution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 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 010026120.

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.