401(k) · DOL Form 5500 · 2024

Katahdin Trust Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
180
Participants Small participant base
74th
Percentile by assets National rank
$135,215
Avg per participant Near avg balance/head
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Official DOL plan name: Katahdin Trust Company 401(k) Plan · Sponsored by Katahdin Trust Company · Maine · Finance & Insurance

$24M in assets, 180 participants

Katahdin Trust Company's Katahdin Trust Company 401(k) Plan reported $24M in total assets and 180 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,128 in Finance & Insurance (8,549 peers)

Coverage in Maine

Katahdin Trust Company 401(k) Plan covers 180 participants in Maine, about 38% of the average Maine filer (state average ~472 per filing). Assets: $24M.

#5,128
in Finance & Insurance (8,549 peers)
+10.9%
assets growth YoY

Katahdin Trust Company 401(k) Plan's outsized position by total assets

Katahdin Trust Company 401(k) Plan vs every filed plan by assets

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

$24,338,643 Top 26% higher than 74% 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

Katahdin Trust Company 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. Katahdin Trust Company 401(k) Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Katahdin Trust Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Katahdin Trust Company 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Katahdin Trust Company 401(k) Plan reported participants fell from 185 in the plan year 2023 filing to 180 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010099500 · Katahdin Trust Company PY 2024 · 401(k)

Katahdin Trust Company 401(k) Plan · $24M · 180 · 74th

  • 5500 $24M
  • 5500 180
  • 5500 74th
  • 5500 401(k)
  • 5500 near Pacific Imaging Management LLC 401(k) Profit Sharing Plan
  • 5500 ind #5128

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 →

Katahdin Trust Company 401(k) Plan in the asset neighbourhood

Katahdin Trust Company 401(k) PlanKatahdin Trust Company 401(k…$24MPacific Imaging Management LLC 401(k) Profit Sharing PlanPacific Imaging Management L…$24MGreenwich Village Fish Co., Inc. 401(k) / Profit Sharing PlanGreenwich Village Fish Co., …$24MCosco Agencies (Los Angeles), Inc. Ocu 401(k) PlanCosco Agencies (Los Angeles)…$24MMy 401(k) Retirement Plan (Formerly Avera Health Program Pension Plan)My 401(k) Retirement Plan (F…$24M
End-of-year total assets ($M) among Katahdin Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN010099500
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Katahdin Trust Company)

Sponsor-wide plan assets over time

All Katahdin Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 26.26462974905551% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.1M $26.6M ▲ +26.2%
Year Plans Participants Total Assets
2022 2 358 $21M
2023 2 362 $24M
2024 2 361 $27M

Nearby 401(k) Plans in Maine

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

Katahdin Trust Company 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Katahdin Trust Company 401(k) Plan, Total assets ($B): 0.024338643 · Participants: 180Katahdin Trust Company 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
Katahdin Trust Company 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Katahdin Trust Company 401(k) Plan side-by-side with 3 peers →

Katahdin Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Pacific Imaging Management LLC 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Costello, Inc. 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Katahdin Trust Company 401(k) Plan assets move in 2024? ▼
Katahdin Trust Company 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $22M to $24M. Reported net income was $2M.
How have Katahdin Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katahdin Trust Company's sponsor-wide assets grew 26.3%, from $21M to $27M.
Which 401(k) plans are similar in size to Katahdin Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Imaging Management LLC 401(k) Profit Sharing Plan in CA ($24M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Katahdin Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Costello, Inc. 401(k) Plan in TX (180 participants, N/A 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 010099500.

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.