Other · DOL Form 5500 · 2023

Woodfords Family Services Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
389
Participants Below avg headcount
54th
Percentile by assets National rank
$20,803
Avg per participant Low balance/head
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Official DOL plan name: Woodfords Family Services 403b Plan · Sponsored by Woodfords Family Services · Maine · Healthcare & Social Assistance

$8M in assets, 389 participants

Woodfords Family Services's Woodfords Family Services 403b Plan reported $8M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,539 in Healthcare & Social Assistance (17,684 peers)

Woodfords Family Services multi-year trail

Woodfords Family Services's plans moved +60.2% in assets from 2022 to 2024; this filing shows Woodfords Family Services 403b Plan at $8M / 389 participants.

#10,539
in Healthcare & Social Assistance (17,684 peers)
+32.6%
assets growth YoY

Woodfords Family Services 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Woodfords Family Services 403b Plan vs every filed plan by assets

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

$8,092,300 Top 46% higher than 54% 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

Woodfords Family Services 403b 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. Woodfords Family Services 403b Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Woodfords Family Services 403b Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Woodfords Family Services 403b Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Woodfords Family Services 403b Plan reported participants rose from 379 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010278395 · Woodfords Family Services PY 2023 · Other

Woodfords Family Services 403b Plan · $8M · 389 · 54th

  • PART $8M
  • TYPE 389
  • NET 54th
  • BOOK Other
  • VS-ST near Aldea Inc. 403b Plan
  • BOY ind #10539

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 →

Woodfords Family Services 403b Plan in the asset neighbourhood

Housing Counseling Services, Inc. 403(b) Tax Deferred Annuity PlanHousing Counseling Services,…$8MWoodfords Family Services 403b PlanWoodfords Family Services 40…$8MAldea Inc. 403b Plan$8MBertrand Chaffee Hospital 403 B Retirement PlanBertrand Chaffee Hospital 40…$8MRetirement Plan of Action for a Better Community, Inc.Retirement Plan of Action fo…$8M
End-of-year total assets ($M) among Woodfords Family Services 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Woodfords Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Woodfords Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$10M 60.16633530468316% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.1M $9.78M ▲ +60.3%
Year Plans Participants Total Assets
2022 1 379 $6M
2023 1 389 $8M
2024 1 420 $10M

Woodfords Family Services filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN010278395
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

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

Woodfords Family Services 403b Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Woodfords Family Services 403b Plan, Total assets ($B): 0.0080923 · Participants: 389Woodfords Family Services 403b 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
Woodfords Family Services 403b Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Woodfords Family Services 403b Plan side-by-side with 3 peers →

Woodfords Family Services 403b Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Aldea Inc. 403b Plan in CA ($8M); by covered participants it is Kqed Inc. Tax Sheltered Annuity Plan in CA (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Woodfords Family Services 403b Plan assets move in 2023? ▼
Woodfords Family Services 403b Plan surged - up 32.6% during 2023, from $6M to $8M. Reported net income was $2M.
How have Woodfords Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodfords Family Services's sponsor-wide assets grew 60.2%, from $6M to $10M.
Which Other plans are similar in size to Woodfords Family Services 403b Plan? ▼
Among Other plans in other states, the closest by assets is Aldea Inc. 403b Plan in CA ($8M, 118 participants).
Which Other plans cover a similar participant headcount to Woodfords Family Services 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Kqed Inc. Tax Sheltered Annuity Plan in CA (389 participants, $92M 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 010278395.

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.