Other · DOL Form 5500 · 2024

Kennebec Behavioral Health Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
415
Participants Below avg headcount
73rd
Percentile by assets National rank
$54,836
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kennebec Behavioral Health 403(b) Plan · Sponsored by Kennebec Behavioral Health · Maine · Healthcare & Social Assistance

$23M in assets, 415 participants

Kennebec Behavioral Health's Kennebec Behavioral Health 403(b) Plan reported $23M in total assets and 415 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.

  • #12,996 in Healthcare & Social Assistance (16,916 peers)

Kennebec Behavioral Health multi-year trail

Kennebec Behavioral Health's plans moved +33.7% in assets from 2022 to 2024; this filing shows Kennebec Behavioral Health 403(b) Plan at $23M / 415 participants.

#12,996
in Healthcare & Social Assistance (16,916 peers)
+17.3%
assets growth YoY

Kennebec Behavioral Health 403(b) Plan's outsized position by total assets

Kennebec Behavioral Health 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,756,772 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kennebec Behavioral Health 403(b) 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. Kennebec Behavioral Health 403(b) Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kennebec Behavioral Health 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kennebec Behavioral Health 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Kennebec Behavioral Health 403(b) Plan reported participants rose from 398 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 010265559 · Kennebec Behavioral Health PY 2024 · Other

Kennebec Behavioral Health 403(b) Plan · $23M · 415 · 73rd

  • EOY $23M
  • EOY 415
  • EOY 73rd
  • EOY Other
  • EOY near Zepf Center Retirement Savings Plan
  • EOY ind #12996

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 →

Kennebec Behavioral Health 403(b) Plan in the asset neighbourhood

Kennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$23MZepf Center Retirement Savings PlanZepf Center Retirement Savin…$23MElim Christian Services Defined Contribution PlanElim Christian Services Defi…$23MWilliam Peace University Retirement PlanWilliam Peace University Ret…$23M403(b) Thrift Plan of the Catholic Charities403(b) Thrift Plan of the Ca…$23M
End-of-year total assets ($M) among Kennebec Behavioral Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kennebec Behavioral Health multi-year asset trail

Sponsor-wide plan assets over time

All Kennebec Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.70605559893916% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17M $22.8M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 387 $17M
2023 1 398 $19M
2024 1 415 $23M

Kennebec Behavioral Health filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN010265559
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Maine

Peer Other plans, same state, same plan type, ranked by total assets.

Kennebec Behavioral Health 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -10123 Total assets ($B) Participants Kennebec Behavioral Health 403(b) Plan, Total assets ($B): 0.022756772 · Participants: 415Kennebec Behavioral Health 403(b) PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.460227578 · Participants: 22911Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.178309065 · Participants: 10712Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.602801239 · Participants: 2735Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.414388161 · Participants: 4718Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.297027676 · Participants: 978Colby College Retirement Plan
Kennebec Behavioral Health 403(b) Plan vs. nearby Other plans in Maine, assets vs. participants

Kennebec Behavioral Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Zepf Center Retirement Savings Plan in OH ($23M); by covered participants it is Children's Home Society of West Virginia 403(b) Plan in WV (415 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (415 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.

Frequently Asked Questions

How did Kennebec Behavioral Health 403(b) Plan assets move in 2024?
Kennebec Behavioral Health 403(b) Plan grew sharply - up 17.3% during 2024, from $19M to $23M. Reported net income was $3M.
How have Kennebec Behavioral Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Kennebec Behavioral Health's sponsor-wide assets grew 33.7%, from $17M to $23M.
Which Other plans are similar in size to Kennebec Behavioral Health 403(b) Plan?
Among Other plans in other states, the closest by assets is Zepf Center Retirement Savings Plan in OH ($23M, 451 participants).
Which Other plans cover a similar participant headcount to Kennebec Behavioral Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Children's Home Society of West Virginia 403(b) Plan in WV (415 participants, $2M in assets).