Other · DOL Form 5500 · 2023

Aroostook County Action Program, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
192
Participants Below avg headcount
48th
Percentile by assets National rank
$32,266
Avg per participant Low balance/head
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Official DOL plan name: Aroostook County Action Program Tax Sheltered Retirement Plan · Sponsored by Aroostook County Action Program, Inc. · Maine · Healthcare & Social Assistance

$6M in assets, 192 participants

Aroostook County Action Program, Inc.'s Aroostook County Action Program Tax Sheltered Retirement Plan reported $6M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,436 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maine

Aroostook County Action Program Tax Sheltered Retirement Plan covers 192 participants in Maine, about 41% of the average Maine filer (state average ~472 per filing). Assets: $6M.

#9,436
in Healthcare & Social Assistance (17,684 peers)
-3.5%
assets change YoY

The plan reported a net loss of $226K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aroostook County Action Program Tax Sheltered Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Aroostook County Action Program Tax Sheltered Retirement Plan vs every filed plan by assets

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

$6,195,077 48th percentile higher than 48% 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

Aroostook County Action Program Tax Sheltered Retirement 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. Aroostook County Action Program Tax Sheltered Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aroostook County Action Program Tax Sheltered Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$226K in the plan year 2023 filing.
  • Aroostook County Action Program Tax Sheltered Retirement Plan reported participants fell from 212 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • Aroostook County Action Program Tax Sheltered Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010315849 · Aroostook County Action Program, Inc. PY 2023 · Other

Aroostook County Action Program Tax Sheltered Retirement Plan · $6M · 192 · 48th

  • 5500 $6M
  • ASSETS 192
  • PCT 48th
  • EIN Other
  • RANK near Foundcare, Inc. Retirement Plan
  • PHOTO ind #9436

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 →

Aroostook County Action Program Tax Sheltered Retirement Plan in the asset neighbourhood

Coalition on Homelessness and Housing in Ohio 403(b) PlanCoalition on Homelessness an…$6MNew Haven Legal Assistance Tax Sheltered Annuity PlanNew Haven Legal Assistance T…$6MAroostook County Action Program Tax Sheltered Retirement PlanAroostook County Action Prog…$6MFoundcare, Inc. Retirement PlanFoundcare, Inc. Retirement P…$6MInly School 403(b) DC Plan$6M
End-of-year total assets ($M) among Aroostook County Action Program Tax Sheltered Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$226K
Employer EIN010315849
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aroostook County Action Program, Inc.)

Sponsor-wide plan assets over time

All Aroostook County Action Program, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 2.0460709777447943% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M 202220232024 $6.42M $6.55M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 212 $6M
2023 1 192 $6M
2024 1 211 $7M

Nearby Other Plans in Maine

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

Aroostook County Action Program Tax Sheltered Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Aroostook County Action Program Tax Sheltered Retirement Plan, Total assets ($B): 0.006195077 · Participants: 192Aroostook County Action Program Tax Sheltered Retirement 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
Aroostook County Action Program Tax Sheltered Retirement Plan vs. nearby Other plans in Maine, assets vs. participants

Aroostook County Action Program Tax Sheltered Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Foundcare, Inc. Retirement Plan in FL ($6M); by covered participants it is Greater Minnesota Family Services 403(b) Plan in MN (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Aroostook County Action Program Tax Sheltered Retirement Plan assets move in 2023?
Aroostook County Action Program Tax Sheltered Retirement Plan edged down modestly - down 3.5% during 2023, from $6M to $6M. Reported net income was -$226K.
How have Aroostook County Action Program, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aroostook County Action Program, Inc.'s sponsor-wide assets grew 2.0%, from $6M to $7M.
Which Other plans are similar in size to Aroostook County Action Program Tax Sheltered Retirement Plan?
Among Other plans in other states, the closest by assets is Foundcare, Inc. Retirement Plan in FL ($6M, 150 participants).
Which Other plans cover a similar participant headcount to Aroostook County Action Program Tax Sheltered Retirement Plan?
Among Other plans in other states, the closest by covered participants is Greater Minnesota Family Services 403(b) Plan in MN (192 participants, $6M in assets).