401(k) · DOL Form 5500 · 2023

Port Harbor Marine, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
80
Participants Small participant base
77th
Percentile by assets National rank
$325,585
Avg per participant High balance/head
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Official DOL plan name: Port Harbor Marine Employee Stock Ownership Plan · Sponsored by Port Harbor Marine, Inc. · Maine · Retail Trade

$26M in assets, 80 participants

Port Harbor Marine, Inc.'s Port Harbor Marine Employee Stock Ownership Plan reported $26M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,240 in Retail Trade (8,414 peers)

Where Port Harbor Marine Employee Stock Ownership Plan sits by assets

Port Harbor Marine Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 80 participants (~$325,585/participant), up 11.4% in 2023.

#7,240
in Retail Trade (8,414 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Port Harbor Marine Employee Stock Ownership Plan's outsized position by total assets

Port Harbor Marine Employee Stock Ownership Plan vs every filed plan by assets

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

$26,046,814 Top 23% higher than 77% 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

Port Harbor Marine Employee Stock Ownership 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. Port Harbor Marine Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Harbor Marine Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Port Harbor Marine Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Port Harbor Marine Employee Stock Ownership Plan reported participants fell from 83 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010273942 · Port Harbor Marine, Inc. PY 2023 · 401(k)

Port Harbor Marine Employee Stock Ownership Plan · $26M · 80 · 77th

  • TYPE $26M
  • TYPE 80
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Scheels All Sports, Inc. 401(k) Plan
  • TYPE ind #7240

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 Retail Trade retirement plans → · Plans in Maine →

Port Harbor Marine Employee Stock Ownership Plan in the asset neighbourhood

Port Harbor Marine Employee Stock Ownership PlanPort Harbor Marine Employee …$26MScheels All Sports, Inc. 401(k) PlanScheels All Sports, Inc. 401…$26MHorner Electric Inc. Employees Retirement PlanHorner Electric Inc. Employe…$26MOlympia Federal Savings & Loan Association 401(k) Plan and TrustOlympia Federal Savings & Lo…$26MDana Innovations, Inc. 401(k) PlanDana Innovations, Inc. 401(k…$26M
End-of-year total assets ($M) among Port Harbor Marine Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN010273942
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Harbor Marine, Inc.)

Sponsor-wide plan assets over time

All Port Harbor Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 7.0753376938159445% vs 2022
2024 filing year
$23M$24M$25M$26M$27M 202220232024 $23.4M $25M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 83 $23M
2023 1 80 $26M
2024 1 82 $25M

Nearby 401(k) Plans in Maine

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

Port Harbor Marine Employee Stock Ownership Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Port Harbor Marine Employee Stock Ownership Plan, Total assets ($B): 0.026046814 · Participants: 80Port Harbor Marine Employee Stock Ownership 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
Port Harbor Marine Employee Stock Ownership Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Port Harbor Marine Employee Stock Ownership Plan side-by-side with 3 peers →

Port Harbor Marine Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Scheels All Sports, Inc. 401(k) Plan in ND ($26M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Port Harbor Marine Employee Stock Ownership Plan assets move in 2023? ▼
Port Harbor Marine Employee Stock Ownership Plan grew at a solid clip - up 11.4% during 2023, from $23M to $26M. Reported net income was $3M.
How have Port Harbor Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Harbor Marine, Inc.'s sponsor-wide assets grew 7.1%, from $23M to $25M.
Where does Port Harbor Marine Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Port Harbor Marine Employee Stock Ownership Plan ranks in the 77th 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 401(k) plans are similar in size to Port Harbor Marine Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scheels All Sports, Inc. 401(k) Plan in ND ($26M, 5,247 participants).
Which 401(k) plans cover a similar participant headcount to Port Harbor Marine Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 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 010273942.

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.