Other · DOL Form 5500 · 2024
Northern Maine Medical Center Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 470
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $79,140
- Avg per participant Below avg balance/head
Official DOL plan name: Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association · Sponsored by Northern Maine Medical Center · Maine · Healthcare & Social Assistance
$37M in assets, 470 participants
Northern Maine Medical Center's Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association reported $37M in total assets and 470 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.
- #14,085 in Healthcare & Social Assistance (16,916 peers)
Where Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association sits by assets
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association sits in the top quartile of all filed plans by assets, $37M for 470 participants (~$79,140/participant), up 4.2% in 2024.
- #14,085
- in Healthcare & Social Assistance (16,916 peers)
- +4.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association's outsized position by total assets
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,195,870 Top 20% higher than 80% 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
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association 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. Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association sits mid-pack in the medium band (470 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association reported net income rose from $521K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association reported participants fell from 494 in the plan year 2023 filing to 470 in the plan year 2024 filing.
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association end-of-year assets rose from $36M in the plan year 2023 filing to $37M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 010234189 · Northern Maine Medical Center PY 2024 · Other
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association · $37M · 470 · 80th
- ASSETS $37M
- ASSETS 470
- ASSETS 80th
- ASSETS Other
- ASSETS near Columbus School for Girls Retirement Plan
- ASSETS ind #14085
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 →
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $1M |
| Employer EIN | 010234189 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern Maine Medical Center)
Sponsor-wide plan assets over time
All Northern Maine Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 5.711510925616704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 539 | $35M |
| 2023 | 1 | 494 | $36M |
| 2024 | 1 | 470 | $37M |
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
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Columbus School for Girls Retirement Plan in OH ($37M); by covered participants it is Ehs, Inc 403(b) Plan in NY (470 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (470 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.