ESOP · DOL Form 5500 · 2023

Katahdin Trust Company ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
177
Participants Small participant base
31st
Percentile by assets National rank
$12,250
Avg per participant Low balance/head
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Official DOL plan name: Katahdin Trust Company Employee Stock Ownership Plan · Sponsored by Katahdin Trust Company · Maine · Finance & Insurance

$2M in assets, 177 participants

Katahdin Trust Company's Katahdin Trust Company Employee Stock Ownership Plan reported $2M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,913 in Finance & Insurance (8,869 peers)

Coverage in Maine

Katahdin Trust Company Employee Stock Ownership Plan covers 177 participants in Maine, about 37% of the average Maine filer (state average ~472 per filing). Assets: $2M.

#1,913
in Finance & Insurance (8,869 peers)
+1.3%
assets growth YoY

Katahdin Trust Company Employee Stock Ownership Plan among the smaller filed plans by assets

Katahdin Trust Company Employee Stock Ownership Plan vs every filed plan by assets

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

$2,168,243 31st percentile higher than 31% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Katahdin Trust Company Employee Stock Ownership Plan reported net income rose from $103K in the plan year 2022 filing to $180K in the plan year 2023 filing.
  • Katahdin Trust Company Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Katahdin Trust Company Employee Stock Ownership Plan reported participants fell from 179 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010099500 · Katahdin Trust Company PY 2023 · ESOP

Katahdin Trust Company Employee Stock Ownership Plan · $2M · 177 · 31st

  • RANK $2M
  • RANK 177
  • RANK 31st
  • RANK ESOP
  • RANK near Dma Lighting Inc. Employee Stock Ownership Plan
  • RANK ind #1913

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 What is an ESOP? → · Plans in Maine →

Katahdin Trust Company Employee Stock Ownership Plan in the asset neighbourhood

Katahdin Trust Company Employee Stock Ownership PlanKatahdin Trust Company Emplo…$2MDma Lighting Inc. Employee Stock Ownership PlanDma Lighting Inc. Employee S…$2MEagle Savings Bank Employee Stock Ownership PlanEagle Savings Bank Employee …$2MDevita & Associates, Inc. Employee Stock Ownership PlanDevita & Associates, Inc. Em…$2MLytle Signs, Inc. Employee Stock Ownership PlanLytle Signs, Inc. Employee S…$2M
End-of-year total assets ($M) among Katahdin Trust Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$180K
Employer EIN010099500
Plan Effective Date2016-10-01
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 ESOP Plans in Maine

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

Katahdin Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -50050100150 Total assets ($M) Participants Katahdin Trust Company Employee Stock Ownership Plan, Total assets ($M): 2.168243 · Participants: 177Katahdin Trust Company Employee Stock Ownership PlanSc Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.45285 · Participants: 479Sc Holdings, Inc. Employee Stock Ownership PlanMaine Drilling & Blasting Group Employee Stock Ownership Plan, Total assets ($M): 84.621407 · Participants: 425Maine Drilling & Blasting Group Employee Stock Ownership PlanJohnnys Selected Seeds Employee Stock Ownership Plan, Total assets ($M): 64.27302 · Participants: 249Johnnys Selected Seeds Employee Stock Ownership PlanSystems Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.084805 · Participants: 175Systems Engineering, Inc. Employee Stock Ownership PlanPortland Air Freight, Inc. Employee Stock Ownership Plan, Total assets ($M): 45.49657 · Participants: 85Portland Air Freight, Inc. Employee Stock Ownership Plan
Katahdin Trust Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maine, assets vs. participants
Compare Katahdin Trust Company Employee Stock Ownership Plan side-by-side with 3 peers →

Katahdin Trust Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maine, the nearest ESOP by assets is Dma Lighting Inc. Employee Stock Ownership Plan in ID ($2M); by covered participants it is E&m Logistics Inc. Employee Stock Ownership Plan in NY (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Employee Stock Ownership Plan assets move in 2023? ▼
Katahdin Trust Company Employee Stock Ownership Plan edged up modestly - up 1.3% during 2023, from $2M to $2M. Reported net income was $180K.
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 ESOP plans are similar in size to Katahdin Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dma Lighting Inc. Employee Stock Ownership Plan in ID ($2M, 16 participants).
Which ESOP plans cover a similar participant headcount to Katahdin Trust Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E&m Logistics Inc. Employee Stock Ownership Plan in NY (177 participants, $35M 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.