Defined Benefit (Pension) · DOL Form 5500 · 2023

Bath Savings Institution Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
161
Participants Small participant base
87th
Percentile by assets National rank
$366,222
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan for Employees of Bath Savings Institution · Sponsored by Bath Savings Institution · Maine · Finance & Insurance

$59M in assets, 161 participants

Bath Savings Institution's The Retirement Plan for Employees of Bath Savings Institution reported $59M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,111 in Finance & Insurance (8,869 peers)

Coverage in Maine

The Retirement Plan for Employees of Bath Savings Institution covers 161 participants in Maine, about 34% of the average Maine filer (state average ~472 per filing). Assets: $59M.

#7,111
in Finance & Insurance (8,869 peers)
+20.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Retirement Plan for Employees of Bath Savings Institution's outsized position by total assets

The Retirement Plan for Employees of Bath Savings Institution vs every filed plan by assets

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

$58,961,679 Top 13% higher than 87% 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

The Retirement Plan for Employees of Bath Savings Institution 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. The Retirement Plan for Employees of Bath Savings Institution sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan for Employees of Bath Savings Institution reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Retirement Plan for Employees of Bath Savings Institution end-of-year assets rose from $49M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010026120 · Bath Savings Institution PY 2023 · Defined Benefit (Pension)

The Retirement Plan for Employees of Bath Savings Institution · $59M · 161 · 87th

  • ASSETS $59M
  • PCT 161
  • EIN 87th
  • RANK Defined Benefit (Pension)
  • PHOTO near The Mechanics Bank Retirement Plan & Trust
  • IND ind #7111

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 Finance & Insurance retirement plans → · Plans in Maine →

The Retirement Plan for Employees of Bath Savings Institution in the asset neighbourhood

Wood County Hospital Retirement PlanWood County Hospital Retirem…$59MEmployees' Pension Plan of Beck's Superior Hybrids, Inc.Employees' Pension Plan of B…$59MThe Mechanics Bank Retirement Plan & TrustThe Mechanics Bank Retiremen…$59MThe Retirement Plan for Employees of Bath Savings InstitutionThe Retirement Plan for Empl…$59MChicago Title & Trust Company Pension PlanChicago Title & Trust Compan…$59M
End-of-year total assets ($M) among The Retirement Plan for Employees of Bath Savings Institution and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$59M
Net Income$10M
Employer EIN010026120
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bath Savings Institution)

Sponsor-wide plan assets over time

All Bath Savings Institution plans reported in each filing year

Latest sponsor-wide plan assets
$102M 32.06365450485379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.3M $102M ▲ +32.1%
Year Plans Participants Total Assets
2022 2 321 $77M
2023 2 325 $94M
2024 2 327 $102M

Nearby Defined Benefit (Pension) Plans in Maine

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan for Employees of Bath Savings Institution vs. nearby Defined Benefit (Pension) plans in Maine, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Retirement Plan for Employees of Bath Savings Institution, Total assets ($B): 0.058961679 · Participants: 161The Retirement Plan for Employees of Bath Savings InstitutionUnum Group Pension Plan, Total assets ($B): 1.299774166 · Participants: 3140Unum Group Pension PlanMaine Medical Center Pension Plan, Total assets ($B): 0.763853423 · Participants: 2679Maine Medical Center Pension PlanLegacy Chrysler Financial Employee Pension Plan, Total assets ($B): 0.545964991 · Participants: 248Legacy Chrysler Financial Employee Pension PlanTd Banknorth Inc. Pension Plan, Total assets ($B): 0.437094691 · Participants: 1632Td Banknorth Inc. Pension PlanNorthern Light Health Retirement Partnership Plan, Total assets ($B): 0.278599458 · Participants: 5979Northern Light Health Retirement Partnership Plan
The Retirement Plan for Employees of Bath Savings Institution vs. nearby Defined Benefit (Pension) plans in Maine, assets vs. participants
Compare The Retirement Plan for Employees of Bath Savings Institution side-by-side with 3 peers →

The Retirement Plan for Employees of Bath Savings Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maine, the nearest Defined Benefit (Pension) by assets is The Mechanics Bank Retirement Plan & Trust in CA ($59M); by covered participants it is IBEW Local Union No 607 Pension in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 The Retirement Plan for Employees of Bath Savings Institution assets move in 2023? ▼
The Retirement Plan for Employees of Bath Savings Institution grew sharply - up 20.7% during 2023, from $49M to $59M. Reported net income was $10M.
How have Bath Savings Institution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bath Savings Institution's sponsor-wide assets grew 32.1%, from $77M to $102M.
Where does The Retirement Plan for Employees of Bath Savings Institution rank by assets among Form 5500 filers? ▼
The Retirement Plan for Employees of Bath Savings Institution ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Employees of Bath Savings Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Mechanics Bank Retirement Plan & Trust in CA ($59M, 81 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan for Employees of Bath Savings Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No 607 Pension in NJ (161 participants, $20M 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 010026120.

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.