Defined Benefit (Pension) · DOL Form 5500 · 2024
Bath Savings Institution Pension Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 164
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $394,799
- Avg per participant High balance/head
Official DOL plan name: The Retirement Plan for Employees of Bath Savings Institution · Sponsored by Bath Savings Institution · Maine · Finance & Insurance
$65M in assets, 164 participants
Bath Savings Institution's The Retirement Plan for Employees of Bath Savings Institution reported $65M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,819 in Finance & Insurance (8,549 peers)
Coverage in Maine
The Retirement Plan for Employees of Bath Savings Institution covers 164 participants in Maine, about 35% of the average Maine filer (state average ~472 per filing). Assets: $65M.
- #6,819
- in Finance & Insurance (8,549 peers)
- +9.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Retirement Plan for Employees of Bath Savings Institution's outsized position by total assets
The Retirement Plan for Employees of Bath Savings Institution vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,747,018 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Retirement Plan for Employees of Bath Savings Institution 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. The Retirement Plan for Employees of Bath Savings Institution sits mid-pack in the medium band (164 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Plan for Employees of Bath Savings Institution reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Retirement Plan for Employees of Bath Savings Institution end-of-year assets rose from $59M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- The Retirement Plan for Employees of Bath Savings Institution reported participants rose from 161 in the plan year 2023 filing to 164 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 010026120 · Bath Savings Institution PY 2024 · Defined Benefit (Pension)
The Retirement Plan for Employees of Bath Savings Institution · $65M · 164 · 87th
- PHOTO $65M
- IND 164
- EOY 87th
- 5500 Defined Benefit (Pension)
- ASSETS near Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement
- PCT ind #6819
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 →
The Retirement Plan for Employees of Bath Savings Institution in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $6M |
| Employer EIN | 010026120 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 321 | $77M |
| 2023 | 2 | 325 | $94M |
| 2024 | 2 | 327 | $102M |
Nearby Defined Benefit (Pension) Plans in Maine
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Unum Group Pension Plan $1.4B · 2,887
- Maine Medical Center Pension Plan $795M · 2,484
- Legacy Chrysler Financial Employee Pension Plan $509M · 213
- Td Banknorth Inc. Pension Plan $413M · 1,528
- Northern Light Health Retirement Partnership Plan $299M · 4,838
The Retirement Plan for Employees of Bath Savings Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maine, the nearest Defined Benefit (Pension) by assets is Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement in IL ($65M); by covered participants it is Noland Health Services Retirement Income Plan in AL (164 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement (IL) $65M · 361
- Pension Plan for Employees of North Star Mutual Insurance Company (MN) $65M · 265
- Retail Clerks Specialty Stores Pension Fund (CA) $65M · 6
- Twin City Foods, Inc. Hourly Employees Defined Benefit Pension Plan (WA) $65M · 139
Similar participant headcount
Nearest other-state filings by covered participants (164 participants); asset peers above are excluded.
- Noland Health Services Retirement Income Plan (AL) 164 · 0 off
- Retirement Plan for Employees of King Ranch, Inc. (TX) 164 · 0 off
- Berwind Corporation Employees' Retirement Plan (PA) 164 · 0 off
- Tree Top, Inc. Pension Plan (WA) 164 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.