Other · DOL Form 5500 · 2024

Northern Maine Medical Center Retirement Plan

Data updated 2026-08-11

$37M
Total assets
470
Participants
80th
Percentile by assets
$79,140
Avg per participant
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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.

  • 80th percentile by assets (of 123,622 plans)
  • #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.

$37M
total plan assets (2024 EOY)
470
covered participants
80th
percentile by assets (of 123,622 plans)
$79,140
avg assets per participant

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.

See the national 2023→2024 release diff →

Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association vs the 2024 asset distribution

By assets, Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$1M
Employer EIN010234189
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern Maine Medical Center)

$34M$35M$36M$37M$38M 202220232024 $35.2M $37.2M â–˛ +5.7%
Total plan assets by year, all Northern Maine Medical Center plans on file
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.

Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association vs. nearby Other plans in Maine, assets vs. participants

Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -10123 Total assets ($B) Participants Tax Sheltered Annuit…Mainehealth 403(b) R…Northern Light Healt…Jax 403(b) Retiremen…Mainegeneral Health …Colby College Retire…
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association vs. nearby Other plans in Maine, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association by total assets, not by location.

Frequently Asked Questions

How did Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association assets move in 2024?
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association edged up modestly - up 4.2% during 2024, from $36M to $37M. Reported net income was $1M.
How have Northern Maine Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Northern Maine Medical Center's sponsor-wide assets grew 5.7%, from $35M to $37M.
Where does Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association rank by assets among Form 5500 filers?
Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association?
Among Other plans in other states, the closest by assets is Columbus School for Girls Retirement Plan in OH ($37M, 110 participants).

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