Profit Sharing · DOL Form 5500 · 2023
Penquis C.a.P. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 511
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $33,787
- Avg per participant Low balance/head
Official DOL plan name: Penquis Cap 403b Plan · Sponsored by Penquis C.a.P. Inc. · Maine · Healthcare & Social Assistance
$17M in assets, 511 participants
Penquis C.a.P. Inc.'s Penquis Cap 403b Plan reported $17M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,200 in Healthcare & Social Assistance (17,684 peers)
Penquis C.a.P. Inc. multi-year trail
Penquis C.a.P. Inc.'s plans moved +32.4% in assets from 2022 to 2024; this filing shows Penquis Cap 403b Plan at $17M / 511 participants.
- #13,200
- in Healthcare & Social Assistance (17,684 peers)
- +18.7%
- assets growth YoY
Penquis Cap 403b Plan's outsized position by total assets
Penquis Cap 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,265,127 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Penquis Cap 403b 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. Penquis Cap 403b Plan sits mid-pack in the medium band (511 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Penquis Cap 403b Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Penquis Cap 403b Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Penquis Cap 403b Plan reported participants fell from 519 in the plan year 2022 filing to 511 in the plan year 2023 filing.
DOL schedule card
Filing strip 016023748 · Penquis C.a.P. Inc. PY 2023 · Profit Sharing
Penquis Cap 403b Plan · $17M · 511 · 70th
- BOOK $17M
- BOOK 511
- BOOK 70th
- BOOK Profit Sharing
- BOOK near 403(b) Thrift Plan for Employees of St. Louis Arc, Inc.
- BOOK ind #13200
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 →
Penquis Cap 403b Plan in the asset neighbourhood
Penquis C.a.P. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Penquis C.a.P. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 32.43082151328062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 519 | $15M |
| 2023 | 1 | 511 | $17M |
| 2024 | 1 | 501 | $19M |
Penquis C.a.P. Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 016023748 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maine
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- I.B.E.W. Local 1253 Retirement Plan $50M · 477
- Penobscot Community Health Center 403(b) Plan $36M · 805
- Millinocket Regional Hospital Partnership Retirement Plan $25M · 181
- Maine Dartmouth Family Medicine Residency 403(b) Plan $24M · 118
- Shaw Brothers Construction Profit Sharing Plan $24M · 214
Penquis Cap 403b Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maine, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Employees of St. Louis Arc, Inc. in MO ($17M); by covered participants it is Sms Econo Retirement Plan in PR (511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- 403(b) Thrift Plan for Employees of St. Louis Arc, Inc. (MO) $17M · 488
- Ts Banking Group Savings Plan (IA) $17M · 247
- Ssoba Defined Contribution Retirement Fund (NY) $17M · 681
- The Tjx Companies, Inc. Puerto Rico Savings Plan (MA) $17M · 1,951
Similar participant headcount
Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.
- Sms Econo Retirement Plan (PR) 511 · 0 off
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan (OH) 513 · 2 off
- The Thrift Plan of Goodwill Industries of Greater New York and Northern New Jersey, Inc. (NY) 513 · 2 off
- See's Profit Sharing Plan (CA) 509 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.