Other · DOL Form 5500 · 2022

Waldo Community Action Partners Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
140
Participants Small participant base
36th
Percentile by assets National rank
$16,858
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Waldo Community Action Partners · Sponsored by Waldo Community Action Partners · Maine · Healthcare & Social Assistance

$2M in assets, 140 participants

Waldo Community Action Partners's Retirement Plan of Waldo Community Action Partners reported $2M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,709 in Healthcare & Social Assistance (20,060 peers)

Coverage in Maine

Retirement Plan of Waldo Community Action Partners covers 140 participants in Maine, about 30% of the average Maine filer (state average ~472 per filing). Assets: $2M.

#7,709
in Healthcare & Social Assistance (20,060 peers)
-8.9%
assets change YoY

The plan reported a net loss of $230K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of Waldo Community Action Partners's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Waldo Community Action Partners vs every filed plan by assets

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

$2,360,142 36th percentile higher than 36% 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

Retirement Plan of Waldo Community Action Partners 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. Retirement Plan of Waldo Community Action Partners sits mid-pack in the medium band (140 participants).

Published 5500 schedule card

Filing strip 016020566 · Waldo Community Action Partners PY 2022 · Other

Retirement Plan of Waldo Community Action Partners · $2M · 140 · 36th

  • PCT $2M
  • PCT 140
  • PCT 36th
  • PCT Other
  • PCT near Butterfield Trail Village 403(b) Plan
  • PCT ind #7709

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 →

Retirement Plan of Waldo Community Action Partners in the asset neighbourhood

403(b) Thrift Plan of Open Door Health Center403(b) Thrift Plan of Open D…$2MJewish Community Center in Manhattan 403(b) Defined Contribution PlanJewish Community Center in M…$2MCommunities in Schools of Philadelphia 403(b) DC & Tda PlanCommunities in Schools of Ph…$2MRetirement Plan of Waldo Community Action PartnersRetirement Plan of Waldo Com…$2MButterfield Trail Village 403(b) PlanButterfield Trail Village 40…$2M
End-of-year total assets ($M) among Retirement Plan of Waldo Community Action Partners and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$230K
Employer EIN016020566
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waldo Community Action Partners)

Sponsor-wide plan assets over time

All Waldo Community Action Partners plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.00703771213766% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.36M $3.42M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 160 $3M
2024 1 168 $3M

Nearby Other Plans in Maine

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

Retirement Plan of Waldo Community Action Partners vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Retirement Plan of Waldo Community Action Partners, Total assets ($B): 0.002360142 · Participants: 140Retirement Plan of Waldo Community Action PartnersMainehealth 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
Retirement Plan of Waldo Community Action Partners vs. nearby Other plans in Maine, assets vs. participants
Compare Retirement Plan of Waldo Community Action Partners side-by-side with 3 peers →

Retirement Plan of Waldo Community Action Partners's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Butterfield Trail Village 403(b) Plan in AR ($2M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Retirement Plan of Waldo Community Action Partners assets move in 2022? ▼
Retirement Plan of Waldo Community Action Partners pulled back noticeably - down 8.9% during 2022, from $3M to $2M. Reported net income was -$230K.
How have Waldo Community Action Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waldo Community Action Partners's sponsor-wide assets grew 45.0%, from $2M to $3M.
Which Other plans are similar in size to Retirement Plan of Waldo Community Action Partners? ▼
Among Other plans in other states, the closest by assets is Butterfield Trail Village 403(b) Plan in AR ($2M, 214 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Waldo Community Action Partners? ▼
Among Other plans in other states, the closest by covered participants is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants, $100M 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 016020566.

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.