Other
2023 plan-year Other DOL Form 5500

SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SC HOLDINGS, INC.

This Other plan holds $95M in total assets and serves 479 participants as of 2023. It is sponsored by SC HOLDINGS, INC. in Maine. The plan reported positive net income of $24M for the year.

Total Assets (2023)
$95M
Participants
479
State
Industry
Construction

What the Filing Says About SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by SC HOLDINGS, INC., headquartered in Maine. As of the 2023 Form 5500 filing, the plan reports $95M in total end-of-year assets and covers 479 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 203999217, and the plan has been effective since 2013-04-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $71M at the beginning of 2023 to $95M at year-end — a gain of 33.8%. Net assets (after liabilities) closed the year at $95M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$71M
Total Assets (End of Year)$95M
Net Assets (End of Year)$95M
Net Income$24M
Plan TypeOther
Employer EIN203999217
Plan Effective Date2013-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (SC HOLDINGS, INC.)

Year Plans Participants Total Assets
2022 1 345 $71M
2023 1 479 $95M
2024 1 513 $133M

Nearby Other Plans in Maine

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

Frequently Asked Questions

How much money is in the SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2023 Form 5500 filing, SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $95M in total assets with 479 participants. It is sponsored by SC HOLDINGS, INC..
What type of plan is SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2013-04-30. The plan is filed with the U.S. Department of Labor under EIN 203999217.
Who sponsors the SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by SC HOLDINGS, INC., located in Maine. The sponsor's EIN is 203999217 and the plan operates in the Construction industry.
How did SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2023?
SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 33.8% during 2023, moving from $71M to $95M in total assets. Net income was $24M.
Where can I find official filings for SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203999217 or plan name at efast.dol.gov.
How does SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare SC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Maine on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 203999217.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.