401(k) · DOL Form 5500 · 2023

Katahdin Trust Company 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
185
Participants Below avg headcount
74th
Percentile by assets National rank
$118,621
Avg per participant Near avg balance/head
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Official DOL plan name: Katahdin Trust Company 401(k) Plan · Sponsored by Katahdin Trust Company · Maine · Finance & Insurance

$22M in assets, 185 participants

Katahdin Trust Company's Katahdin Trust Company 401(k) Plan reported $22M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,441 in Finance & Insurance (8,869 peers)

Coverage in Maine

Katahdin Trust Company 401(k) Plan covers 185 participants in Maine, about 39% of the average Maine filer (state average ~472 per filing). Assets: $22M.

#5,441
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Katahdin Trust Company 401(k) Plan's outsized position by total assets

Katahdin Trust Company 401(k) Plan vs every filed plan by assets

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

$21,944,876 Top 26% higher than 74% 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

Katahdin Trust Company 401(k) 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. Katahdin Trust Company 401(k) Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Katahdin Trust Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Katahdin Trust Company 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Katahdin Trust Company 401(k) Plan reported participants rose from 179 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010099500 · Katahdin Trust Company PY 2023 · 401(k)

Katahdin Trust Company 401(k) Plan · $22M · 185 · 74th

  • PART $22M
  • TYPE 185
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Saipem America, Inc. Employee Retirement Plan
  • BOY ind #5441

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 →

Katahdin Trust Company 401(k) Plan in the asset neighbourhood

Saipem America, Inc. Employee Retirement PlanSaipem America, Inc. Employe…$22MCorporate Group, Inc. 401(k) PlanCorporate Group, Inc. 401(k)…$22MKatahdin Trust Company 401(k) PlanKatahdin Trust Company 401(k…$22MRendr Care Physicians 401(k) PlanRendr Care Physicians 401(k)…$22MThe Mcrae Industries, Inc. Employee Stock Ownership and Savings PlanThe Mcrae Industries, Inc. E…$22M
End-of-year total assets ($M) among Katahdin Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN010099500
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katahdin Trust Company)

Sponsor-wide plan assets over time

All Katahdin Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.26462974905551% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.1M $26.6M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 358 $21M
2023 2 362 $24M
2024 2 361 $27M

Nearby 401(k) Plans in Maine

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

Katahdin Trust Company 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Katahdin Trust Company 401(k) Plan, Total assets ($B): 0.021944876 · Participants: 185Katahdin Trust Company 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Katahdin Trust Company 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Katahdin Trust Company 401(k) Plan side-by-side with 3 peers →

Katahdin Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Saipem America, Inc. Employee Retirement Plan in TX ($22M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Katahdin Trust Company 401(k) Plan assets move in 2023? ▼
Katahdin Trust Company 401(k) Plan grew sharply - up 16.1% during 2023, from $19M to $22M. Reported net income was $3M.
How have Katahdin Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katahdin Trust Company's sponsor-wide assets grew 26.3%, from $21M to $27M.
Which 401(k) plans are similar in size to Katahdin Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saipem America, Inc. Employee Retirement Plan in TX ($22M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Katahdin Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants, N/A 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 010099500.

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.