401(k) · DOL Form 5500 · 2023

Bas Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
36th
Percentile by assets National rank
$271,614
Avg per participant High balance/head
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Official DOL plan name: Bas Financial Holdings Employee Stock Ownership 401(k) Plan · Sponsored by Bas Financial Holdings, Inc. · Maine · Arts, Entertainment & Recreation

$3M in assets, 11 participants

Bas Financial Holdings, Inc.'s Bas Financial Holdings Employee Stock Ownership 401(k) Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,722 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Bas Financial Holdings Employee Stock Ownership 401(k) Plan ranks #1,722 of 2,945 2023 filers by assets (929% of the sector average)-$3M for 11 participants.

#1,722
in Arts, Entertainment & Recreation (2,945 peers)
+6829.1%
assets growth YoY

Bas Financial Holdings Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Bas Financial Holdings Employee Stock Ownership 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,987,752 36th percentile higher than 36% of 127,068 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 2023

Bas Financial Holdings Employee Stock Ownership 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bas Financial Holdings Employee Stock Ownership 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 883707979 · Bas Financial Holdings, Inc. PY 2023 · 401(k)

Bas Financial Holdings Employee Stock Ownership 401(k) Plan · $3M · 11 · 36th

  • TYPE $3M
  • NET 11
  • BOOK 36th
  • VS-ST 401(k)
  • BOY near Life Benefit Plan Member 401(k) Plan
  • SCH ind #1722

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 Arts, Entertainment & Recreation retirement plans → · Plans in Maine →

Bas Financial Holdings Employee Stock Ownership 401(k) Plan in the asset neighbourhood

Bas Financial Holdings Employee Stock Ownership 401(k) PlanBas Financial Holdings Emplo…$3MLife Benefit Plan Member 401(k) PlanLife Benefit Plan Member 401…$3MSra 401(k) Plan$3MCedar Band Corporation 401(k) Profit Sharing PlanCedar Band Corporation 401(k…$3MHeron Point Seafood, LLC 401(k) Retirement PlanHeron Point Seafood, LLC 401…$3M
End-of-year total assets ($M) among Bas Financial Holdings Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$43K
Net Assets (End of Year)$3M
Net Income$3M
Employer EIN883707979
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bas Financial Holdings, Inc.)

Sponsor-wide plan assets over time

All Bas Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.47741847382246% vs 2023
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 20232024 $2.99M $4.38M ▲ +46.5%
Year Plans Participants Total Assets
2023 1 11 $3M
2024 1 10 $4M

Nearby 401(k) Plans in Maine

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bas Financial Holdings Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bas Financial Holdings Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.002987752 · Participants: 11Bas Financial Holdings Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Bas Financial Holdings Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants

Bas Financial Holdings Employee Stock Ownership 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Life Benefit Plan Member 401(k) Plan in NY ($3M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bas Financial Holdings Employee Stock Ownership 401(k) Plan assets move in 2023?
Bas Financial Holdings Employee Stock Ownership 401(k) Plan surged - up 6829.1% during 2023, from $43K to $3M. Reported net income was $3M.
How have Bas Financial Holdings, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Bas Financial Holdings, Inc.'s sponsor-wide assets grew 46.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Bas Financial Holdings Employee Stock Ownership 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Life Benefit Plan Member 401(k) Plan in NY ($3M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Bas Financial Holdings Employee Stock Ownership 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).