Other · DOL Form 5500 · 2023

Generation US Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
184
Participants Below avg headcount
60th
Percentile by assets National rank
$57,227
Avg per participant Low balance/head
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Official DOL plan name: Generation US Retirement Plan · Sponsored by Generation US · Maine · Educational Services

$11M in assets, 184 participants

Generation US's Generation US Retirement Plan reported $11M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,605 in Educational Services (3,735 peers)

Coverage in Maine

Generation US Retirement Plan covers 184 participants in Maine, about 39% of the average Maine filer (state average ~472 per filing). Assets: $11M.

#1,605
in Educational Services (3,735 peers)
+26.5%
assets growth YoY

Generation US Retirement Plan's mid-pack asset rank among Educational Services and all filers

Generation US Retirement Plan vs every filed plan by assets

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

$10,529,856 Top 40% higher than 60% 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

Generation US 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. Generation US Retirement Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Generation US Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Generation US Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Generation US Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821449889 · Generation US PY 2023 · Other

Generation US Retirement Plan · $11M · 184 · 60th

  • ASSETS $11M
  • ASSETS 184
  • ASSETS 60th
  • ASSETS Other
  • ASSETS near 403(b) Thrift Plan of Michigan Advocacy Program
  • ASSETS ind #1605

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 Educational Services retirement plans → · Plans in Maine →

Generation US Retirement Plan in the asset neighbourhood

Park School of Buffalo 403b DC PlanPark School of Buffalo 403b …$11MGeneration US Retirement Plan$11M403(b) Thrift Plan of Michigan Advocacy Program403(b) Thrift Plan of Michig…$11MCommunity Solutions 403(b) PlanCommunity Solutions 403(b) P…$11MStudent Conservation Association Inc. 403b PlanStudent Conservation Associa…$11M
End-of-year total assets ($M) among Generation US Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN821449889
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generation US)

Sponsor-wide plan assets over time

All Generation US plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.803201059056256% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.32M $12.2M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 174 $8M
2023 1 184 $11M
2024 1 190 $12M

Nearby Other Plans in Maine

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

Generation US 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 ($B) Participants Generation US Retirement Plan, Total assets ($B): 0.010529856 · Participants: 184Generation US 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
Generation US Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Generation US Retirement Plan side-by-side with 3 peers →

Generation US Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is 403(b) Thrift Plan of Michigan Advocacy Program in MI ($11M); by covered participants it is 403(b) Retirement Plan of Pioneer Resources, Inc. in MI (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Generation US Retirement Plan assets move in 2023? ▼
Generation US Retirement Plan grew sharply - up 26.5% during 2023, from $8M to $11M. Reported net income was $2M.
How have Generation US plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Generation US's sponsor-wide assets grew 46.8%, from $8M to $12M.
Which Other plans are similar in size to Generation US Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Michigan Advocacy Program in MI ($11M, 189 participants).
Which Other plans cover a similar participant headcount to Generation US Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Retirement Plan of Pioneer Resources, Inc. in MI (184 participants, $2M 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 821449889.

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.