Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Androscoggin Home Care and Hospice · Maine · Healthcare & Social Assistance

What the 2023 filing shows

Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan holds $33M for 665 participants — about $48,930 per participant, up 17.1% over the 2023 plan year.

$33M
total plan assets (2023 EOY)
665
covered participants
$48,930
avg assets per participant
+17.1%
assets growth YoY
Total Assets (2023)
$33M
Participants
665
State
Industry
Healthcare & Social Assistance

What the Filing Says About Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan

Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan is a Profit Sharing retirement plan sponsored by Androscoggin Home Care and Hospice, headquartered in Maine. As of the 2023 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 665 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 010227184, and the plan has been effective since 2001-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2023 to $33M at year-end — a gain of 17.1%. Net assets (after liabilities) closed the year at $33M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN010227184
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Androscoggin Home Care and Hospice)

Year Plans Participants Total Assets
2022 1 478 $28M
2023 1 665 $33M
2024 1 697 $35M

Nearby Profit Sharing Plans in Maine

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan?
As of the 2023 Form 5500 filing, Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan holds $33M in total assets with 665 participants. It is sponsored by Androscoggin Home Care and Hospice.
What type of plan is Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan?
Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan is a Profit Sharing plan. It has been effective since 2001-03-01. The plan is filed with the U.S. Department of Labor under EIN 010227184.
Who sponsors the Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan?
Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan is sponsored by Androscoggin Home Care and Hospice, located in Maine. The sponsor's EIN is 010227184 and the plan operates in the Healthcare & Social Assistance industry.
How did Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan perform in 2023?
Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan grew by 17.1% during 2023, moving from $28M to $33M in total assets. Net income was $5M.
Where can I find official filings for Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan?
Official Form 5500 filings for Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010227184 or plan name at efast.dol.gov.
How does Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan compare to other plans?
You can compare Androscoggin Home Care and Hospice Tax Sheltered Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Maine on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 010227184.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.