Other · DOL Form 5500 · 2022
Generation US Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $47,824
- Avg per participant Low balance/head
Official DOL plan name: Generation US Retirement Plan · Sponsored by Generation US · Maine · Educational Services
$8M in assets, 174 participants
Generation US's Generation US Retirement Plan reported $8M in total assets and 174 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.
- #1,781 in Educational Services (4,024 peers)
Coverage in Maine
Generation US Retirement Plan covers 174 participants in Maine, about 37% of the average Maine filer (state average ~472 per filing). Assets: $8M.
- #1,781
- in Educational Services (4,024 peers)
- +29.2%
- assets growth YoY
Generation US Retirement Plan's mid-pack asset rank among Educational Services and all filers
Generation US Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,321,371 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Generation US Retirement 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. Generation US Retirement Plan sits mid-pack in the medium band (174 participants).
Plan-year Form 5500 strip
Filing strip 821449889 · Generation US PY 2022 · Other
Generation US Retirement Plan · $8M · 174 · 61st
- BOY $8M
- BOY 174
- BOY 61st
- BOY Other
- BOY near The Gregory School 403(b) DC Retirement Plan
- BOY ind #1781
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 Educational Services retirement plans → · Plans in Maine →
Generation US Retirement Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 821449889 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Generation US)
Sponsor-wide plan assets over time
All Generation US plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 46.803201059056256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $8M |
| 2023 | 1 | 184 | $11M |
| 2024 | 1 | 190 | $12M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $1.8B · 21,547
- Northern Light Health Retirement Partnership 403(b) Plan $938M · 11,671
- Jax 403(b) Retirement Plan $438M · 2,458
- Mainegeneral Health 403(b) Retirement Plan $325M · 4,592
- Colby College Retirement Plan $248M · 894
Generation US Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is The Gregory School 403(b) DC Retirement Plan in AZ ($8M); by covered participants it is Mountain Family Health Centers 403b Plan in CO (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- Mountain Family Health Centers 403b Plan (CO) 174 · 0 off
- Origami Rehabilitation Retirement Plan (MI) 174 · 0 off
- The Resurrection Project 403b Plan (IL) 174 · 0 off
- Tri Valley Health System Retirement Plan (NE) 174 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.