Other · DOL Form 5500 · 2023

Kennebec Behavioral Health Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
398
Participants Below avg headcount
72nd
Percentile by assets National rank
$48,750
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kennebec Behavioral Health 403(b) Plan · Sponsored by Kennebec Behavioral Health · Maine · Healthcare & Social Assistance

$19M in assets, 398 participants

Kennebec Behavioral Health's Kennebec Behavioral Health 403(b) Plan reported $19M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,538 in Healthcare & Social Assistance (17,684 peers)

Kennebec Behavioral Health multi-year trail

Kennebec Behavioral Health's plans moved +33.7% in assets from 2022 to 2024; this filing shows Kennebec Behavioral Health 403(b) Plan at $19M / 398 participants.

#13,538
in Healthcare & Social Assistance (17,684 peers)
+14.0%
assets growth YoY

Kennebec Behavioral Health 403(b) Plan's outsized position by total assets

Kennebec Behavioral Health 403(b) Plan vs every filed plan by assets

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

$19,402,637 Top 28% higher than 72% 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

Kennebec Behavioral Health 403(b) 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. Kennebec Behavioral Health 403(b) Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennebec Behavioral Health 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kennebec Behavioral Health 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Kennebec Behavioral Health 403(b) Plan reported participants rose from 387 in the plan year 2022 filing to 398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010265559 · Kennebec Behavioral Health PY 2023 · Other

Kennebec Behavioral Health 403(b) Plan · $19M · 398 · 72nd

  • PHOTO $19M
  • PHOTO 398
  • PHOTO 72nd
  • PHOTO Other
  • PHOTO near The Calvert School 403(b) Retirement Savings Plan
  • PHOTO ind #13538

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 →

Kennebec Behavioral Health 403(b) Plan in the asset neighbourhood

Kennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$19MThe Calvert School 403(b) Retirement Savings PlanThe Calvert School 403(b) Re…$19MAmerican Baptist Homes of the Midwest Tda PlanAmerican Baptist Homes of th…$19MCapital City Public Charter School, Inc. 403 (B) PlanCapital City Public Charter …$19MValley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement PlanValley Forge Educational Ser…$19M
End-of-year total assets ($M) among Kennebec Behavioral Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kennebec Behavioral Health multi-year asset trail

Sponsor-wide plan assets over time

All Kennebec Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.70605559893916% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 387 $17M
2023 1 398 $19M
2024 1 415 $23M

Kennebec Behavioral Health filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN010265559
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Kennebec Behavioral Health 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kennebec Behavioral Health 403(b) Plan, Total assets ($B): 0.019402637 · Participants: 398Kennebec Behavioral Health 403(b) 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
Kennebec Behavioral Health 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Kennebec Behavioral Health 403(b) Plan side-by-side with 3 peers →

Kennebec Behavioral Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is The Calvert School 403(b) Retirement Savings Plan in MD ($19M); by covered participants it is Sbcs 403(b) Plan in CA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Kennebec Behavioral Health 403(b) Plan assets move in 2023? ▼
Kennebec Behavioral Health 403(b) Plan grew at a solid clip - up 14.0% during 2023, from $17M to $19M. Reported net income was $2M.
How have Kennebec Behavioral Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennebec Behavioral Health's sponsor-wide assets grew 33.7%, from $17M to $23M.
Which Other plans are similar in size to Kennebec Behavioral Health 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Calvert School 403(b) Retirement Savings Plan in MD ($19M, 172 participants).
Which Other plans cover a similar participant headcount to Kennebec Behavioral Health 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Sbcs 403(b) Plan in CA (398 participants, $23M 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 010265559.

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.