Other · DOL Form 5500 · 2023

Mainehealth Services Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
736
Participants Near avg headcount
75th
Percentile by assets National rank
$31,459
Avg per participant Low balance/head
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Official DOL plan name: Mainehealth Legacy 403(b) Retirement Plan · Sponsored by Mainehealth Services · Maine · Healthcare & Social Assistance

$23M in assets, 736 participants

Mainehealth Services's Mainehealth Legacy 403(b) Retirement Plan reported $23M in total assets and 736 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,995 in Healthcare & Social Assistance (17,684 peers)

Where Mainehealth Legacy 403(b) Retirement Plan sits by assets

Mainehealth Legacy 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 736 participants (~$31,459/participant), down 1.5% in 2023.

#13,995
in Healthcare & Social Assistance (17,684 peers)
-1.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mainehealth Legacy 403(b) Retirement Plan's outsized position by total assets

Mainehealth Legacy 403(b) Retirement Plan vs every filed plan by assets

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

$23,153,646 Top 25% higher than 75% 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

Mainehealth Legacy 403(b) Retirement 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. Mainehealth Legacy 403(b) Retirement Plan sits mid-pack in the medium band (736 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mainehealth Legacy 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to -$722K in the plan year 2023 filing.
  • Mainehealth Legacy 403(b) Retirement Plan reported participants fell from 776 in the plan year 2022 filing to 736 in the plan year 2023 filing.
  • Mainehealth Legacy 403(b) Retirement Plan end-of-year assets fell from $24M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010431680 · Mainehealth Services PY 2023 · Other

Mainehealth Legacy 403(b) Retirement Plan · $23M · 736 · 75th

  • PART $23M
  • TYPE 736
  • NET 75th
  • BOOK Other
  • VS-ST near The Legal Aid Society of Cleveland Retirement Savings Plan
  • BOY ind #13995

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 →

Mainehealth Legacy 403(b) Retirement Plan in the asset neighbourhood

The Legal Aid Society of Cleveland Retirement Savings PlanThe Legal Aid Society of Cle…$23MThe Family Institute 403(b) Retirement PlanThe Family Institute 403(b) …$23MMainehealth Legacy 403(b) Retirement PlanMainehealth Legacy 403(b) Re…$23MPhmc 403(b) Plan$23MBoyce Thompson Institute 403(b) Retirement PlanBoyce Thompson Institute 403…$23M
End-of-year total assets ($M) among Mainehealth Legacy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$722K
Employer EIN010431680
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mainehealth Services)

Sponsor-wide plan assets over time

All Mainehealth Services plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 37.73637874739918% vs 2022
2024 filing year
$1.5B$2B$2.5B$3B 202220232024 $1.8B $2.48B ▲ +37.8%
Year Plans Participants Total Assets
2022 2 22,323 $1.8B
2023 2 22,744 $2.2B
2024 2 23,403 $2.5B

Nearby Other Plans in Maine

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

Mainehealth Legacy 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Mainehealth Legacy 403(b) Retirement Plan, Total assets ($B): 0.023153646 · Participants: 736Mainehealth Legacy 403(b) Retirement 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
Mainehealth Legacy 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Mainehealth Legacy 403(b) Retirement Plan side-by-side with 3 peers →

Mainehealth Legacy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is The Legal Aid Society of Cleveland Retirement Savings Plan in OH ($23M); by covered participants it is Tax Deferred Annuity Plan of Lifesteps, Inc. in PA (737 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (736 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 Mainehealth Legacy 403(b) Retirement Plan assets move in 2023? ▼
Mainehealth Legacy 403(b) Retirement Plan edged down modestly - down 1.5% during 2023, from $24M to $23M. Reported net income was -$722K.
How have Mainehealth Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mainehealth Services's sponsor-wide assets grew 37.7%, from $1.8B to $2.5B.
Where does Mainehealth Legacy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Mainehealth Legacy 403(b) Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mainehealth Legacy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Legal Aid Society of Cleveland Retirement Savings Plan in OH ($23M, 149 participants).
Which Other plans cover a similar participant headcount to Mainehealth Legacy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Lifesteps, Inc. in PA (737 participants, $4M 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 010431680.

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.