Other · DOL Form 5500 · 2023

Waldo Community Action Partners Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
160
Participants Small participant base
35th
Percentile by assets National rank
$17,566
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Waldo Community Action Partners · Sponsored by Waldo Community Action Partners · Maine · Healthcare & Social Assistance

$3M in assets, 160 participants

Waldo Community Action Partners's Retirement Plan of Waldo Community Action Partners reported $3M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,251 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maine

Retirement Plan of Waldo Community Action Partners covers 160 participants in Maine, about 34% of the average Maine filer (state average ~472 per filing). Assets: $3M.

#6,251
in Healthcare & Social Assistance (17,684 peers)
+19.1%
assets growth YoY

Retirement Plan of Waldo Community Action Partners's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Waldo Community Action Partners vs every filed plan by assets

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

$2,810,566 35th percentile higher than 35% 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

Retirement Plan of Waldo Community Action Partners 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. Retirement Plan of Waldo Community Action Partners sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Waldo Community Action Partners reported net income rose from -$230K in the plan year 2022 filing to $450K in the plan year 2023 filing.
  • Retirement Plan of Waldo Community Action Partners end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retirement Plan of Waldo Community Action Partners reported participants rose from 140 in the plan year 2022 filing to 160 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 016020566 · Waldo Community Action Partners PY 2023 · Other

Retirement Plan of Waldo Community Action Partners · $3M · 160 · 35th

  • BOOK $3M
  • BOOK 160
  • BOOK 35th
  • BOOK Other
  • BOOK near Community Health Service Agency 403(b) Plan
  • BOOK ind #6251

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 →

Retirement Plan of Waldo Community Action Partners in the asset neighbourhood

Readyone Industries Retirement PlanReadyone Industries Retireme…$3MHumboldt Senior Resource Center 403(b) PlanHumboldt Senior Resource Cen…$3MRetirement Plan of Waldo Community Action PartnersRetirement Plan of Waldo Com…$3MCommunity Health Service Agency 403(b) PlanCommunity Health Service Age…$3MHenry C. Nevins Home Inc.403(b) PlanHenry C. Nevins Home Inc.403…$3M
End-of-year total assets ($M) among Retirement Plan of Waldo Community Action Partners and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$450K
Employer EIN016020566
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waldo Community Action Partners)

Sponsor-wide plan assets over time

All Waldo Community Action Partners plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.00703771213766% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.36M $3.42M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 160 $3M
2024 1 168 $3M

Nearby Other Plans in Maine

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

Retirement Plan of Waldo Community Action Partners vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Retirement Plan of Waldo Community Action Partners, Total assets ($B): 0.002810566 · Participants: 160Retirement Plan of Waldo Community Action PartnersMainehealth 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
Retirement Plan of Waldo Community Action Partners vs. nearby Other plans in Maine, assets vs. participants
Compare Retirement Plan of Waldo Community Action Partners side-by-side with 3 peers →

Retirement Plan of Waldo Community Action Partners's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Community Health Service Agency 403(b) Plan in TX ($3M); by covered participants it is Cornerstone Vna Retirement Plan in NH (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Retirement Plan of Waldo Community Action Partners assets move in 2023? ▼
Retirement Plan of Waldo Community Action Partners grew sharply - up 19.1% during 2023, from $2M to $3M. Reported net income was $450K.
How have Waldo Community Action Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waldo Community Action Partners's sponsor-wide assets grew 45.0%, from $2M to $3M.
Which Other plans are similar in size to Retirement Plan of Waldo Community Action Partners? ▼
Among Other plans in other states, the closest by assets is Community Health Service Agency 403(b) Plan in TX ($3M, 156 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Waldo Community Action Partners? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (160 participants, $10M 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 016020566.

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.