Profit Sharing · DOL Form 5500 · 2023
Penquis C.a.P. Inc. Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 511
- Participants
- 70th
- Percentile by assets
- $33,787
- Avg per participant
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.
- 70th percentile by assets (of 127,072 plans)
- #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.
- $17M
- total plan assets (2023 EOY)
- 511
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $33,787
- avg assets per participant
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.
Penquis C.a.P. Inc. across 3 plan years on file
Across the 3 plan years Penquis C.a.P. Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 32.4%, while reported participants moved from 519 to 501 (-3.5%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).
Penquis C.a.P. Inc. multi-year asset trail
| 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.
Penquis Cap 403b Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Penquis Cap 403b Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Penquis Cap 403b Plan assets move in 2023? ▼
How have Penquis C.a.P. Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Penquis Cap 403b Plan? ▼
Next read for Penquis Cap 403b Plan
Multi-year trail
Ways to act on Penquis Cap 403b Plan's numbers.
- By total assets, Penquis Cap 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Maine. Compare plans
- Penquis C.a.P. Inc.'s sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans