Other · DOL Form 5500 · 2023

Calais Community Hospital Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
181
Participants Below avg headcount
63rd
Percentile by assets National rank
$67,796
Avg per participant Below avg balance/head
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Official DOL plan name: Calais Community Hospital Tax Sheltered Annuity Plan · Sponsored by Calais Community Hospital · Maine · Healthcare & Social Assistance

$12M in assets, 181 participants

Calais Community Hospital's Calais Community Hospital Tax Sheltered Annuity Plan reported $12M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,103 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maine

Calais Community Hospital Tax Sheltered Annuity Plan covers 181 participants in Maine, about 38% of the average Maine filer (state average ~472 per filing). Assets: $12M.

#12,103
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY

Calais Community Hospital Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Calais Community Hospital Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,271,162 Top 37% higher than 63% of 127,068 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 2023

Calais Community Hospital Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calais Community Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calais Community Hospital Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $707K in the plan year 2023 filing.
  • Calais Community Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Calais Community Hospital Tax Sheltered Annuity Plan reported participants fell from 188 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 862728785 · Calais Community Hospital PY 2023 · Other

Calais Community Hospital Tax Sheltered Annuity Plan · $12M · 181 · 63rd

  • PCT $12M
  • PCT 181
  • PCT 63rd
  • PCT Other
  • PCT near Ninth District Opportunity, Inc. 403(b) Plan
  • PCT ind #12103

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 →

Calais Community Hospital Tax Sheltered Annuity Plan in the asset neighbourhood

Calais Community Hospital Tax Sheltered Annuity PlanCalais Community Hospital Ta…$12MNinth District Opportunity, Inc. 403(b) PlanNinth District Opportunity, …$12MMuseum Associates Dba Los Angeles County Museum of Art 401(a) PlanMuseum Associates Dba Los An…$12MMontgomery County Mh/Mr Emergency Service Retirement PlanMontgomery County Mh/Mr Emer…$12MPlatte Health Center 403(b) PlanPlatte Health Center 403(b) …$12M
End-of-year total assets ($M) among Calais Community Hospital Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$707K
Employer EIN862728785
Plan Effective Date1995-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Calais Community Hospital)

Sponsor-wide plan assets over time

All Calais Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.796106057681731% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.6M $12.6M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 188 $12M
2023 1 181 $12M
2024 1 184 $13M

Nearby Other Plans in Maine

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

Calais Community Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Calais Community Hospital Tax Sheltered Annuity Plan, Total assets ($B): 0.012271162 · Participants: 181Calais Community Hospital Tax Sheltered Annuity PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement Plan
Calais Community Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Calais Community Hospital Tax Sheltered Annuity Plan side-by-side with 3 peers →

Calais Community Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Ninth District Opportunity, Inc. 403(b) Plan in GA ($12M); by covered participants it is Miss Porter's School 403(b) Retirement Plan in CT (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Calais Community Hospital Tax Sheltered Annuity Plan assets move in 2023? ▼
Calais Community Hospital Tax Sheltered Annuity Plan grew at a solid clip - up 6.1% during 2023, from $12M to $12M. Reported net income was $707K.
How have Calais Community Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calais Community Hospital's sponsor-wide assets grew 8.8%, from $12M to $13M.
Which Other plans are similar in size to Calais Community Hospital Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Ninth District Opportunity, Inc. 403(b) Plan in GA ($12M, 447 participants).
Which Other plans cover a similar participant headcount to Calais Community Hospital Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Miss Porter's School 403(b) Retirement Plan in CT (181 participants, $54M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862728785.

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.