Money Purchase · DOL Form 5500 · 2024

Mainegeneral Health Money Purchase Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
4,718
Participants Above avg headcount
89th
Percentile by assets National rank
$18,532
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mainegeneral Health Retirement Income Plan · Sponsored by Mainegeneral Health · Maine · Healthcare & Social Assistance

$87M in assets, 4,718 participants

Mainegeneral Health's Mainegeneral Health Retirement Income Plan reported $87M in total assets and 4,718 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,355 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maine

Mainegeneral Health Retirement Income Plan covers 4,718 participants in Maine, 10.0x the typical Maine plan (state average ~472 per filing). Assets: $87M.

#15,355
in Healthcare & Social Assistance (16,916 peers)
+10.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mainegeneral Health Retirement Income Plan's outsized position by total assets

Mainegeneral Health Retirement Income Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$87,432,069 Top 11% higher than 89% of 123,620 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 2024

Mainegeneral Health Retirement Income Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mainegeneral Health Retirement Income Plan lands in the large band (4,718 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mainegeneral Health Retirement Income Plan end-of-year assets rose from $79M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Mainegeneral Health Retirement Income Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Mainegeneral Health Retirement Income Plan reported participants rose from 4,570 in the plan year 2023 filing to 4,718 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043369649 · Mainegeneral Health PY 2024 · Money Purchase

Mainegeneral Health Retirement Income Plan · $87M · 4,718 · 89th

  • EIN $87M
  • RANK 4,718
  • PHOTO 89th
  • IND Money Purchase
  • EOY near Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators
  • 5500 ind #15355

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 →

Mainegeneral Health Retirement Income Plan in the asset neighbourhood

Insulators Local No. 37 Retirement PlanInsulators Local No. 37 Reti…$88MMarble Industry Annuity Trust FundMarble Industry Annuity Trus…$88MMainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$87MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$87MBaker College Employees' Pension TrustBaker College Employees' Pen…$87M
End-of-year total assets ($M) among Mainegeneral Health Retirement Income Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$87M
Net Income$8M
Employer EIN043369649
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mainegeneral Health)

Sponsor-wide plan assets over time

All Mainegeneral Health plans reported in each filing year

Latest sponsor-wide plan assets
$601M 21.857385322040283% vs 2022
2024 filing year
$450M$500M$550M$600M$650M 202220232024 $493M $601M ▲ +21.9%
Year Plans Participants Total Assets
2022 3 9,597 $493M
2023 3 9,736 $552M
2024 3 9,998 $601M

Nearby Money Purchase Plans in Maine

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

Mainegeneral Health Retirement Income Plan vs. nearby Money Purchase plans in Maine, assets vs. participants Scatter plot of 5 data points. -20000200040006000 -1000100200300 Total assets ($M) Participants Mainegeneral Health Retirement Income Plan, Total assets ($M): 87.432069 · Participants: 4718Mainegeneral Health Retirement Income PlanBowdoin College Retirement Plan, Total assets ($M): 276.874581 · Participants: 892Bowdoin College Retirement PlanBates College Money Purchase Pension Plan, Total assets ($M): 173.041546 · Participants: 732Bates College Money Purchase Pension PlanVerrill Dana LLP Pension Plan, Total assets ($M): 58.907022 · Participants: 232Verrill Dana LLP Pension PlanNortheast Radiation Oncology Pension Plan, Total assets ($M): 3.540268 · Participants: 5Northeast Radiation Oncology Pension Plan
Mainegeneral Health Retirement Income Plan vs. nearby Money Purchase plans in Maine, assets vs. participants
Compare Mainegeneral Health Retirement Income Plan side-by-side with 3 peers →

Mainegeneral Health Retirement Income Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maine, the nearest Money Purchase by assets is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL ($87M); by covered participants it is Nysa-Ila Money Purchase Pension Fund and Plan in NJ (4,689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,718 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mainegeneral Health Retirement Income Plan assets move in 2024? ▼
Mainegeneral Health Retirement Income Plan grew at a solid clip - up 10.1% during 2024, from $79M to $87M. Reported net income was $8M.
How have Mainegeneral Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mainegeneral Health's sponsor-wide assets grew 21.9%, from $493M to $601M.
Where does Mainegeneral Health Retirement Income Plan rank by assets among Form 5500 filers? ▼
Mainegeneral Health Retirement Income Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Mainegeneral Health Retirement Income Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL ($87M, 392 participants).
Which Money Purchase plans cover a similar participant headcount to Mainegeneral Health Retirement Income Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Nysa-Ila Money Purchase Pension Fund and Plan in NJ (4,689 participants, $936M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043369649.

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.