Other · DOL Form 5500 · 2024
Mainehealth Services Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 492
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $46,481
- Avg per participant Low balance/head
Official DOL plan name: Mainehealth Legacy 403(b) Retirement Plan · Sponsored by Mainehealth Services · Maine · Healthcare & Social Assistance
$23M in assets, 492 participants
Mainehealth Services's Mainehealth Legacy 403(b) Retirement Plan reported $23M in total assets and 492 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,011 in Healthcare & Social Assistance (16,916 peers)
Mainehealth Services multi-year trail
Mainehealth Services's plans moved +37.7% in assets from 2022 to 2024; this filing shows Mainehealth Legacy 403(b) Retirement Plan at $23M / 492 participants.
- #13,011
- in Healthcare & Social Assistance (16,916 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $285K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mainehealth Legacy 403(b) Retirement Plan's outsized position by total assets
Mainehealth Legacy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,868,747 Top 27% higher than 73% 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
Mainehealth Legacy 403(b) Retirement 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. Mainehealth Legacy 403(b) Retirement Plan sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mainehealth Legacy 403(b) Retirement Plan reported net income rose from -$722K in the plan year 2023 filing to -$285K in the plan year 2024 filing.
- Mainehealth Legacy 403(b) Retirement Plan reported participants fell from 736 in the plan year 2023 filing to 492 in the plan year 2024 filing.
- Mainehealth Legacy 403(b) Retirement Plan end-of-year assets fell from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 010431680 · Mainehealth Services PY 2024 · Other
Mainehealth Legacy 403(b) Retirement Plan · $23M · 492 · 73rd
- BOY $23M
- SCH 492
- EBSA 73rd
- PART Other
- TYPE near Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan
- NET ind #13011
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 →
Mainehealth Legacy 403(b) Retirement Plan in the asset neighbourhood
Mainehealth Services multi-year asset trail
Sponsor-wide plan assets over time
All Mainehealth Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 37.73637874739918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 22,323 | $1.8B |
| 2023 | 2 | 22,744 | $2.2B |
| 2024 | 2 | 23,403 | $2.5B |
Mainehealth Services filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$285K |
| Employer EIN | 010431680 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.5B · 22,911
- Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
- Jax 403(b) Retirement Plan $603M · 2,735
- Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
- Colby College Retirement Plan $297M · 978
Mainehealth Legacy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan in OH ($23M); by covered participants it is Carthage College Defined Contribution Plan in WI (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan (OH) $23M · 426
- Cincinnati Hills Christian Academy Retirement Plan (OH) $23M · 396
- Edward M. Kennedy Community Health Center, Inc. 403(b) Plan (MA) $23M · 432
- The Bay School of San Francisco DC Retirement Plan (CA) $23M · 103
Similar participant headcount
Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.
- Carthage College Defined Contribution Plan (WI) 492 · 0 off
- Tax Sheltered Annuity Plan of Denver Zoological Foundation (CO) 492 · 0 off
- Elmhurst University Retirement Plan (IL) 493 · 1 off
- Grove City College Savings and Retirement Plan (PA) 493 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.