Other · DOL Form 5500 · 2023

Kennebec Valley Community Action Program Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
302
Participants Below avg headcount
58th
Percentile by assets National rank
$32,070
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kennebec Valley Community Action Program Tax Deferred Annuity Plan · Sponsored by Kennebec Valley Community Action Program · Maine · Healthcare & Social Assistance

$10M in assets, 302 participants

Kennebec Valley Community Action Program's Kennebec Valley Community Action Program Tax Deferred Annuity Plan reported $10M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,238 in Healthcare & Social Assistance (17,684 peers)

Kennebec Valley Community Action Program multi-year trail

Kennebec Valley Community Action Program's plans moved +26.9% in assets from 2022 to 2024; this filing shows Kennebec Valley Community Action Program Tax Deferred Annuity Plan at $10M / 302 participants.

#11,238
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY

Kennebec Valley Community Action Program Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs every filed plan by assets

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

$9,685,141 Top 42% higher than 58% 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

Kennebec Valley Community Action Program Tax Deferred Annuity 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. Kennebec Valley Community Action Program Tax Deferred Annuity Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kennebec Valley Community Action Program Tax Deferred Annuity Plan reported net income rose from -$203K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kennebec Valley Community Action Program Tax Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010277678 · Kennebec Valley Community Action Program PY 2023 · Other

Kennebec Valley Community Action Program Tax Deferred Annuity Plan · $10M · 302 · 58th

  • TYPE $10M
  • NET 302
  • BOOK 58th
  • VS-ST Other
  • BOY near New Horizons Resources, Inc. 403(b) Plan
  • SCH ind #11238

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 →

Kennebec Valley Community Action Program Tax Deferred Annuity Plan in the asset neighbourhood

Kennebec Valley Community Action Program Tax Deferred Annuity PlanKennebec Valley Community Ac…$10MNew Horizons Resources, Inc. 403(b) PlanNew Horizons Resources, Inc.…$10MJewish Federation of Southern New Jersey 403(b) PlanJewish Federation of Souther…$10MTri-County 403(b)$10MCastle Family Health Centers, Inc. 403(b) PlanCastle Family Health Centers…$10M
End-of-year total assets ($M) among Kennebec Valley Community Action Program Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kennebec Valley Community Action Program multi-year asset trail

Sponsor-wide plan assets over time

All Kennebec Valley Community Action Program plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.94605010693755% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.18M $10.4M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 300 $8M
2023 1 302 $10M
2024 1 320 $10M

Kennebec Valley Community Action Program filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN010277678
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Kennebec Valley Community Action Program Tax Deferred Annuity Plan, Total assets ($B): 0.009685141 · Participants: 302Kennebec Valley Community Action Program Tax Deferred Annuity 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
Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Kennebec Valley Community Action Program Tax Deferred Annuity Plan side-by-side with 3 peers →

Kennebec Valley Community Action Program Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is New Horizons Resources, Inc. 403(b) Plan in NY ($10M); by covered participants it is Colby-Sawyer College DC Retirement Plan in NH (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Kennebec Valley Community Action Program Tax Deferred Annuity Plan assets move in 2023? ▼
Kennebec Valley Community Action Program Tax Deferred Annuity Plan grew sharply - up 18.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have Kennebec Valley Community Action Program plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kennebec Valley Community Action Program's sponsor-wide assets grew 26.9%, from $8M to $10M.
Which Other plans are similar in size to Kennebec Valley Community Action Program Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New Horizons Resources, Inc. 403(b) Plan in NY ($10M, 323 participants).
Which Other plans cover a similar participant headcount to Kennebec Valley Community Action Program Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Colby-Sawyer College DC Retirement Plan in NH (302 participants, $51M 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 010277678.

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.