401(k) · DOL Form 5500 · 2024

Bath Savings Institution 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
163
Participants Small participant base
80th
Percentile by assets National rank
$229,090
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bath Savings Institution 401(k) Plan · Sponsored by Bath Savings Institution · Maine · Finance & Insurance

$37M in assets, 163 participants

Bath Savings Institution's Bath Savings Institution 401(k) Plan reported $37M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,958 in Finance & Insurance (8,549 peers)

Coverage in Maine

Bath Savings Institution 401(k) Plan covers 163 participants in Maine, about 35% of the average Maine filer (state average ~472 per filing). Assets: $37M.

#5,958
in Finance & Insurance (8,549 peers)
+7.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bath Savings Institution 401(k) Plan's outsized position by total assets

Bath Savings Institution 401(k) Plan vs every filed plan by assets

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

$37,341,647 Top 20% higher than 80% 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

Bath Savings Institution 401(k) 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. Bath Savings Institution 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bath Savings Institution 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Bath Savings Institution 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010026120 · Bath Savings Institution PY 2024 · 401(k)

Bath Savings Institution 401(k) Plan · $37M · 163 · 80th

  • PCT $37M
  • PCT 163
  • PCT 80th
  • PCT 401(k)
  • PCT near Southeastern Retina Associates, PC Profit Sharing 401(k) Plan
  • PCT ind #5958

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 Maine →

Bath Savings Institution 401(k) Plan in the asset neighbourhood

Bath Savings Institution 401(k) PlanBath Savings Institution 401…$37MSoutheastern Retina Associates, PC Profit Sharing 401(k) PlanSoutheastern Retina Associat…$37MJas. W. Glover Holding Company, Ltd. Profit Sharing and 401(k) PlanJas. W. Glover Holding Compa…$37MGraphics-Atlanta, LLC 401(k) Profit Sharing PlanGraphics-Atlanta, LLC 401(k)…$37MTotalmed Staffing, Inc. 401(k) Profit Sharing Plan and TrustTotalmed Staffing, Inc. 401(…$37M
End-of-year total assets ($M) among Bath Savings Institution 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN010026120
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bath Savings Institution)

Sponsor-wide plan assets over time

All Bath Savings Institution plans reported in each filing year

Latest sponsor-wide plan assets
$102M 32.06365450485379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.3M $102M ▲ +32.1%
Year Plans Participants Total Assets
2022 2 321 $77M
2023 2 325 $94M
2024 2 327 $102M

Nearby 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bath Savings Institution 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bath Savings Institution 401(k) Plan, Total assets ($B): 0.037341647 · Participants: 163Bath Savings Institution 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Bath Savings Institution 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Bath Savings Institution 401(k) Plan side-by-side with 3 peers →

Bath Savings Institution 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Southeastern Retina Associates, PC Profit Sharing 401(k) Plan in TN ($37M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Bath Savings Institution 401(k) Plan assets move in 2024? ▼
Bath Savings Institution 401(k) Plan grew at a solid clip - up 7.3% during 2024, from $35M to $37M. Reported net income was $3M.
How have Bath Savings Institution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bath Savings Institution's sponsor-wide assets grew 32.1%, from $77M to $102M.
Where does Bath Savings Institution 401(k) Plan rank by assets among Form 5500 filers? ▼
Bath Savings Institution 401(k) Plan ranks in the 80th 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 401(k) plans are similar in size to Bath Savings Institution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Retina Associates, PC Profit Sharing 401(k) Plan in TN ($37M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Bath Savings Institution 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 010026120.

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.