Other · DOL Form 5500 · 2024

Calais Community Hospital Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
184
Participants Below avg headcount
61st
Percentile by assets National rank
$68,378
Avg per participant Below avg balance/head
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Official DOL plan name: Calais Community Hospital Tax Sheltered Annuity Plan · Sponsored by Calais Community Hospital · Maine · Healthcare & Social Assistance

$13M in assets, 184 participants

Calais Community Hospital's Calais Community Hospital Tax Sheltered Annuity Plan reported $13M in total assets and 184 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,160 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maine

Calais Community Hospital Tax Sheltered Annuity Plan covers 184 participants in Maine, about 39% of the average Maine filer (state average ~472 per filing). Assets: $13M.

#11,160
in Healthcare & Social Assistance (16,916 peers)
+2.5%
assets growth YoY

Calais Community Hospital Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Calais Community Hospital Tax Sheltered Annuity Plan vs every filed plan by assets

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

$12,581,643 Top 39% higher than 61% 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

Calais Community Hospital Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calais Community Hospital Tax Sheltered Annuity Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calais Community Hospital Tax Sheltered Annuity Plan reported net income fell from $707K in the plan year 2023 filing to $310K in the plan year 2024 filing.
  • Calais Community Hospital Tax Sheltered Annuity Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Calais Community Hospital Tax Sheltered Annuity Plan reported participants rose from 181 in the plan year 2023 filing to 184 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 862728785 · Calais Community Hospital PY 2024 · Other

Calais Community Hospital Tax Sheltered Annuity Plan · $13M · 184 · 61st

  • VS-ST $13M
  • VS-ST 184
  • VS-ST 61st
  • VS-ST Other
  • VS-ST near Parker School Corporation 403(b) DC Plan
  • VS-ST ind #11160

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 →

Calais Community Hospital Tax Sheltered Annuity Plan in the asset neighbourhood

Asbestos Workers Local 75 Indiana Retirement FundAsbestos Workers Local 75 In…$13MCalais Community Hospital Tax Sheltered Annuity PlanCalais Community Hospital Ta…$13MParker School Corporation 403(b) DC PlanParker School Corporation 40…$13MKootenai Clinic 403(b) Plan$13MSherrill House, Inc. 403(b) Retirement PlanSherrill House, Inc. 403(b) …$13M
End-of-year total assets ($M) among Calais Community Hospital Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$310K
Employer EIN862728785
Plan Effective Date1995-01-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Calais Community Hospital)

Sponsor-wide plan assets over time

All Calais Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$13M 8.796106057681731% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.6M $12.6M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 188 $12M
2023 1 181 $12M
2024 1 184 $13M

Nearby Other Plans in Maine

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

Calais Community Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -10123 Total assets ($B) Participants Calais Community Hospital Tax Sheltered Annuity Plan, Total assets ($B): 0.012581643 · Participants: 184Calais Community Hospital Tax Sheltered Annuity PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.460227578 · Participants: 22911Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.178309065 · Participants: 10712Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.602801239 · Participants: 2735Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.414388161 · Participants: 4718Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.297027676 · Participants: 978Colby College Retirement Plan
Calais Community Hospital Tax Sheltered Annuity Plan vs. nearby Other plans in Maine, assets vs. participants

Calais Community Hospital Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Parker School Corporation 403(b) DC Plan in HI ($13M); by covered participants it is Harry Hynes Memorial Hospice, Inc. 403(b) Plan in KS (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Calais Community Hospital Tax Sheltered Annuity Plan assets move in 2024?
Calais Community Hospital Tax Sheltered Annuity Plan edged up modestly - up 2.5% during 2024, from $12M to $13M. Reported net income was $310K.
How have Calais Community Hospital plan assets changed over time?
Across 3 plan years on file (2022-2024), Calais Community Hospital's sponsor-wide assets grew 8.8%, from $12M to $13M.
Which Other plans are similar in size to Calais Community Hospital Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Parker School Corporation 403(b) DC Plan in HI ($13M, 83 participants).
Which Other plans cover a similar participant headcount to Calais Community Hospital Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Harry Hynes Memorial Hospice, Inc. 403(b) Plan in KS (184 participants, $17M in assets).