Other · DOL Form 5500 · 2022

Kennebec Valley Community Action Program Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
300
Participants Below avg headcount
61st
Percentile by assets National rank
$27,270
Avg per participant Low balance/head
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Official DOL plan name: Kennebec Valley Community Action Program Tax Deferred Annuity Plan · Sponsored by Kennebec Valley Community Action Program · Maine · Healthcare & Social Assistance

$8M in assets, 300 participants

Kennebec Valley Community Action Program's Kennebec Valley Community Action Program Tax Deferred Annuity Plan reported $8M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,350 in Healthcare & Social Assistance (20,060 peers)

Kennebec Valley Community Action Program multi-year trail

Kennebec Valley Community Action Program's plans moved +26.9% in assets from 2022 to 2024; this filing shows Kennebec Valley Community Action Program Tax Deferred Annuity Plan at $8M / 300 participants.

#13,350
in Healthcare & Social Assistance (20,060 peers)
-2.4%
assets change YoY

The plan reported a net loss of $203K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kennebec Valley Community Action Program Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,180,943 Top 39% higher than 61% 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 Valley Community Action Program Tax Deferred Annuity 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 Valley Community Action Program Tax Deferred Annuity Plan sits mid-pack in the medium band (300 participants).

EBSA filing schedule strip

Filing strip 010277678 · Kennebec Valley Community Action Program PY 2022 · Other

Kennebec Valley Community Action Program Tax Deferred Annuity Plan · $8M · 300 · 61st

  • TYPE $8M
  • NET 300
  • BOOK 61st
  • VS-ST Other
  • BOY near Terry Reilly Health Services 403b Plan
  • SCH ind #13350

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 Valley Community Action Program Tax Deferred Annuity Plan in the asset neighbourhood

The Lakes Region Mental Health Center, Inc. 403(b) PlanThe Lakes Region Mental Heal…$8MSanta Fe Institute 403(b) Retirement PlanSanta Fe Institute 403(b) Re…$8MKennebec Valley Community Action Program Tax Deferred Annuity PlanKennebec Valley Community Ac…$8MTerry Reilly Health Services 403b PlanTerry Reilly Health Services…$8MBehavioral Health System Baltimore 403(b) PlanBehavioral Health System Bal…$8M
End-of-year total assets ($M) among Kennebec Valley Community Action Program Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kennebec Valley Community Action Program multi-year asset trail

Sponsor-wide plan assets over time

All Kennebec Valley Community Action Program plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.94605010693755% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.18M $10.4M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 300 $8M
2023 1 302 $10M
2024 1 320 $10M

Kennebec Valley Community Action Program filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$203K
Employer EIN010277678
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Kennebec Valley Community Action Program Tax Deferred Annuity Plan, Total assets ($B): 0.008180943 · Participants: 300Kennebec Valley Community Action Program Tax Deferred 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
Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Kennebec Valley Community Action Program Tax Deferred Annuity Plan side-by-side with 3 peers →

Kennebec Valley Community Action Program Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Terry Reilly Health Services 403b Plan in ID ($8M); by covered participants it is The Dalton Schools, Inc. Retirement and Savings Plan in NY (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Valley Community Action Program Tax Deferred Annuity Plan assets move in 2022? ▼
Kennebec Valley Community Action Program Tax Deferred Annuity Plan edged down modestly - down 2.4% during 2022, from $8M to $8M. Reported net income was -$203K.
How have Kennebec Valley Community Action Program plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennebec Valley Community Action Program's sponsor-wide assets grew 26.9%, from $8M to $10M.
Which Other plans are similar in size to Kennebec Valley Community Action Program Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Terry Reilly Health Services 403b Plan in ID ($8M, 440 participants).
Which Other plans cover a similar participant headcount to Kennebec Valley Community Action Program Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Dalton Schools, Inc. Retirement and Savings Plan in NY (300 participants, $205M 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 010277678.

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.