Other · DOL Form 5500 · 2023
Saint Joseph's Rehabilitation and Residence Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $17,884
- Avg per participant Low balance/head
Official DOL plan name: Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan · Sponsored by Saint Joseph's Rehabilitation and Residence · Maine · Healthcare & Social Assistance
$2M in assets, 92 participants
Saint Joseph's Rehabilitation and Residence's Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan reported $2M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,584 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan holds $2M for 92 participants - about $17,884 per participant, in the lower half of filed plans by assets.
- #4,584
- in Healthcare & Social Assistance (17,684 peers)
- +7.4%
- assets growth YoY
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan among the smaller filed plans by assets
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,645,373 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan reported net income rose from -$284K in the plan year 2022 filing to $114K in the plan year 2023 filing.
- Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan reported participants fell from 93 in the plan year 2022 filing to 92 in the plan year 2023 filing.
DOL schedule card
Filing strip 010339489 · Saint Joseph's Rehabilitation and Residence PY 2023 · Other
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan · $2M · 92 · 28th
- BOY $2M
- SCH 92
- EBSA 28th
- PART Other
- TYPE near Straith Hospital for Special Surgery Retirement Plan
- NET ind #4584
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 →
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $114K |
| Employer EIN | 010339489 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saint Joseph's Rehabilitation and Residence)
Sponsor-wide plan assets over time
All Saint Joseph's Rehabilitation and Residence plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.432724490022448% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 93 | $2M |
| 2023 | 1 | 92 | $2M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.1B · 22,008
- Northern Light Health Retirement Partnership 403(b) Plan $1.1B · 12,015
- Jax 403(b) Retirement Plan $526M · 2,592
- Mainegeneral Health 403(b) Retirement Plan $372M · 4,570
- Colby College Retirement Plan $278M · 916
Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Straith Hospital for Special Surgery Retirement Plan in MI ($2M); by covered participants it is Seattle Foundation Defined Contribution Retirement Plan in WA (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.
- Seattle Foundation Defined Contribution Retirement Plan (WA) 92 · 0 off
- The Cambridge School of Weston Tda and DC Retirement Plan (MA) 92 · 0 off
- Buffalo Bill Historical Center 403(b) DC Plan (WY) 92 · 0 off
- Three Rivers Planning and Development District, Inc. Amended and Restated Tax-Sheltered Annuity Plan (MS) 92 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.