401(k) · DOL Form 5500 · 2024
Penobscot Investment Management Co Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $216,970
- Avg per participant Above avg balance/head
Official DOL plan name: Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust · Sponsored by Penobscot Investment Management Co Inc · Massachusetts · Finance & Insurance
$3M in assets, 13 participants
Penobscot Investment Management Co Inc's Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,849 in Finance & Insurance (8,549 peers)
Penobscot Investment Management Co Inc multi-year trail
Penobscot Investment Management Co Inc's plans moved +83.5% in assets from 2022 to 2024; this filing shows Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust at $3M / 13 participants.
- #1,849
- in Finance & Insurance (8,549 peers)
- +33.5%
- assets growth YoY
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,820,614 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust reported net income rose from $575K in the plan year 2023 filing to $708K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042996291 · Penobscot Investment Management Co Inc PY 2024 · 401(k)
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust · $3M · 13 · 33rd
- ASSETS $3M
- PCT 13
- EIN 33rd
- RANK 401(k)
- PHOTO near Clay County Savings Bank Employees' Savings & Profit Sharing Plan and Trust
- IND ind #1849
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Penobscot Investment Management Co Inc multi-year asset trail
Sponsor-wide plan assets over time
All Penobscot Investment Management Co Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 83.47234951549775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 13 | $3M |
Penobscot Investment Management Co Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $708K |
| Employer EIN | 042996291 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Penobscot Investment Managemen 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Clay County Savings Bank Employees' Savings & Profit Sharing Plan and Trust in MO ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.