401(k) · DOL Form 5500 · 2023
Portland Gastroenterology Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $173,614
- Avg per participant Above avg balance/head
Official DOL plan name: Portland Gastroenterology Associates, P.a. Profit Sharing Plan · Sponsored by Portland Gastroenterology Associates, P.a. · Maine · Healthcare & Social Assistance
$22M in assets, 129 participants
Portland Gastroenterology Associates, P.a.'s Portland Gastroenterology Associates, P.a. Profit Sharing Plan reported $22M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #13,909 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maine
Portland Gastroenterology Associates, P.a. Profit Sharing Plan covers 129 participants in Maine, about 27% of the average Maine filer (state average ~472 per filing). Assets: $22M.
- #13,909
- in Healthcare & Social Assistance (17,684 peers)
- +23.2%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Portland Gastroenterology Associates, P.a. Profit Sharing Plan's outsized position by total assets
Portland Gastroenterology Associates, P.a. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,396,155 Top 25% higher than 75% 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
Portland Gastroenterology Associates, P.a. Profit Sharing 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. Portland Gastroenterology Associates, P.a. Profit Sharing Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Portland Gastroenterology Associates, P.a. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Portland Gastroenterology Associates, P.a. Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Portland Gastroenterology Associates, P.a. Profit Sharing Plan reported participants rose from 126 in the plan year 2022 filing to 129 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 010372062 · Portland Gastroenterology Associates, P.a. PY 2023 · 401(k)
Portland Gastroenterology Associates, P.a. Profit Sharing Plan · $22M · 129 · 75th
- PART $22M
- PART 129
- PART 75th
- PART 401(k)
- PART near Voice Media Group Retirement Savings Plan
- PART ind #13909
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 →
Portland Gastroenterology Associates, P.a. Profit Sharing Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 010372062 |
| Plan Effective Date | 1980-11-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portland Gastroenterology Associates, P.a.)
Sponsor-wide plan assets over time
All Portland Gastroenterology Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 48.51521970953333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $18M |
| 2023 | 1 | 129 | $22M |
| 2024 | 1 | 162 | $27M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.9B · 30,094
- Unum Group 401(k) Retirement Plan $2.2B · 9,604
- Idexx Retirement and Incentive Savings Plan $1.0B · 6,594
- Hannaford Bros. Co. 401(k) Plan $986M · 29,370
- L.L. Bean 401(k) Retirement Savings Plan $721M · 7,173
Portland Gastroenterology Associates, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Voice Media Group Retirement Savings Plan in AZ ($22M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Voice Media Group Retirement Savings Plan (AZ) $22M · 274
- View the Space, Inc. 401(k) Plan (NY) $22M · 433
- Transportation and Logistics 401(k) Plan (MI) $22M · 1,399
- Reliable Contracting Company, Inc. Profit Sharing Plan & Trust (MD) $22M · 374
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Agmus Ventures Retirement Plan (FL) 129 · 0 off
- Moulton Logistics Management (CA) 129 · 0 off
- Southland Envelope Company, Inc. 401(k) Profit Sharing Plan (CA) 129 · 0 off
- Pml, Inc. 401(k) Retirement Plan (TN) 129 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.