Other · DOL Form 5500 · 2024
Pine Tree Legal Assistance, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $106,811
- Avg per participant Below avg balance/head
Official DOL plan name: Pine Tree Legal Assistance Tax Sheltered Annuity Plan · Sponsored by Pine Tree Legal Assistance, Inc. · Maine · Professional & Technical Services
$9M in assets, 87 participants
Pine Tree Legal Assistance, Inc.'s Pine Tree Legal Assistance Tax Sheltered Annuity Plan reported $9M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,575 in Professional & Technical Services (20,173 peers)
Pine Tree Legal Assistance, Inc. multi-year trail
Pine Tree Legal Assistance, Inc.'s plans moved +32.7% in assets from 2022 to 2024; this filing shows Pine Tree Legal Assistance Tax Sheltered Annuity Plan at $9M / 87 participants.
- #10,575
- in Professional & Technical Services (20,173 peers)
- +9.1%
- assets growth YoY
Pine Tree Legal Assistance Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers
Pine Tree Legal Assistance Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,292,567 Top 46% higher than 54% 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
Pine Tree Legal Assistance Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pine Tree Legal Assistance Tax Sheltered Annuity Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pine Tree Legal Assistance Tax Sheltered Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $774K in the plan year 2024 filing.
- Pine Tree Legal Assistance Tax Sheltered Annuity Plan reported participants rose from 73 in the plan year 2023 filing to 87 in the plan year 2024 filing.
- Pine Tree Legal Assistance Tax Sheltered Annuity Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 010279387 · Pine Tree Legal Assistance, Inc. PY 2024 · Other
Pine Tree Legal Assistance Tax Sheltered Annuity Plan · $9M · 87 · 54th
- RANK $9M
- PHOTO 87
- IND 54th
- EOY Other
- 5500 near Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity
- ASSETS ind #10575
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 Professional & Technical Services retirement plans → · Plans in Maine →
Pine Tree Legal Assistance Tax Sheltered Annuity Plan in the asset neighbourhood
Pine Tree Legal Assistance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Pine Tree Legal Assistance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 32.681128960130124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $7M |
| 2023 | 1 | 73 | $9M |
| 2024 | 1 | 87 | $9M |
Pine Tree Legal Assistance, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $774K |
| Employer EIN | 010279387 |
| Plan Effective Date | 1992-01-01 |
| 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
Pine Tree Legal Assistance Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Crossroads Lake County Adolescent Counseling Service Tax Deferred Annuity in OH ($9M); by covered participants it is United Way of Greater Kansas City, Inc. 403(b) Plan in MO (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.