Defined Benefit (Pension) · DOL Form 5500 · 2023

Bar Harbor Bank & Trust Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
15
Participants Small participant base
57th
Percentile by assets National rank
$623,325
Avg per participant High balance/head
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Official DOL plan name: Lake Sunapee Bank, Fsb Employees' Retirement Plan · Sponsored by Bar Harbor Bank & Trust · Maine · Finance & Insurance

$9M in assets, 15 participants

Bar Harbor Bank & Trust's Lake Sunapee Bank, Fsb Employees' Retirement Plan reported $9M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,712 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Lake Sunapee Bank, Fsb Employees' Retirement Plan holds $9M for 15 participants - about $623,325 per participant, above the median plan by assets.

#3,712
in Finance & Insurance (8,869 peers)
+3.4%
assets growth YoY

Lake Sunapee Bank, Fsb Employees' Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Lake Sunapee Bank, Fsb Employees' Retirement Plan vs every filed plan by assets

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

$9,349,879 Top 43% higher than 57% 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

Lake Sunapee Bank, Fsb Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lake Sunapee Bank, Fsb Employees' Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lake Sunapee Bank, Fsb Employees' Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • Lake Sunapee Bank, Fsb Employees' Retirement Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Lake Sunapee Bank, Fsb Employees' Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020173110 · Bar Harbor Bank & Trust PY 2023 · Defined Benefit (Pension)

Lake Sunapee Bank, Fsb Employees' Retirement Plan · $9M · 15 · 57th

  • PCT $9M
  • PCT 15
  • PCT 57th
  • PCT Defined Benefit (Pension)
  • PCT near Ikg Hourly Employees Pension Plan
  • PCT ind #3712

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 →

Lake Sunapee Bank, Fsb Employees' Retirement Plan in the asset neighbourhood

Giltspur, Inc. Employees' Pension PlanGiltspur, Inc. Employees' Pe…$9MIkg Hourly Employees Pension PlanIkg Hourly Employees Pension…$9MMalteurop North America Inc. Hourly Pension PlanMalteurop North America Inc.…$9MLake Sunapee Bank, Fsb Employees' Retirement PlanLake Sunapee Bank, Fsb Emplo…$9MJalaamba Corporation Defined Benefit Pension PlanJalaamba Corporation Defined…$9M
End-of-year total assets ($M) among Lake Sunapee Bank, Fsb Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$306K
Employer EIN020173110
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bar Harbor Bank & Trust)

Sponsor-wide plan assets over time

All Bar Harbor Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.3791716246927055% vs 2022
2023 filing year
$9M$9.1M$9.2M$9.3M$9.4M 20222023 $9.04M $9.35M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 16 $9M
2023 1 15 $9M

Nearby Defined Benefit (Pension) Plans in Maine

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lake Sunapee Bank, Fsb Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Maine, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lake Sunapee Bank, Fsb Employees' Retirement Plan, Total assets ($B): 0.009349879 · Participants: 15Lake Sunapee Bank, Fsb Employees' Retirement PlanUnum Group Pension Plan, Total assets ($B): 1.299774166 · Participants: 3140Unum Group Pension PlanMaine Medical Center Pension Plan, Total assets ($B): 0.763853423 · Participants: 2679Maine Medical Center Pension PlanLegacy Chrysler Financial Employee Pension Plan, Total assets ($B): 0.545964991 · Participants: 248Legacy Chrysler Financial Employee Pension PlanTd Banknorth Inc. Pension Plan, Total assets ($B): 0.437094691 · Participants: 1632Td Banknorth Inc. Pension PlanNorthern Light Health Retirement Partnership Plan, Total assets ($B): 0.278599458 · Participants: 5979Northern Light Health Retirement Partnership Plan
Lake Sunapee Bank, Fsb Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Maine, assets vs. participants
Compare Lake Sunapee Bank, Fsb Employees' Retirement Plan side-by-side with 3 peers →

Lake Sunapee Bank, Fsb Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maine, the nearest Defined Benefit (Pension) by assets is Ikg Hourly Employees Pension Plan in TX ($9M); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Lake Sunapee Bank, Fsb Employees' Retirement Plan assets move in 2023? ▼
Lake Sunapee Bank, Fsb Employees' Retirement Plan edged up modestly - up 3.4% during 2023, from $9M to $9M. Reported net income was $306K.
How have Bar Harbor Bank & Trust plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bar Harbor Bank & Trust's sponsor-wide assets grew 3.4%, from $9M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Lake Sunapee Bank, Fsb Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ikg Hourly Employees Pension Plan in TX ($9M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lake Sunapee Bank, Fsb Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants, $17M 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 020173110.

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.