401(k) · DOL Form 5500 · 2024

Bas Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
40th
Percentile by assets National rank
$437,638
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bas Financial Holdings Employee Stock Ownership 401(k) Plan · Sponsored by Bas Financial Holdings, Inc. · Maine · Professional & Technical Services

$4M in assets, 10 participants

Bas Financial Holdings, Inc.'s Bas Financial Holdings Employee Stock Ownership 401(k) Plan reported $4M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,465 in Professional & Technical Services (20,173 peers)

Bas Financial Holdings, Inc. multi-year trail

Bas Financial Holdings, Inc.'s plans moved +46.5% in assets from 2023 to 2024; this filing shows Bas Financial Holdings Employee Stock Ownership 401(k) Plan at $4M / 10 participants.

#7,465
in Professional & Technical Services (20,173 peers)
+46.5%
assets growth YoY

Bas Financial Holdings Employee Stock Ownership 401(k) Plan's mid-pack asset rank among Professional & Technical Services 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 2024 · DOL Form 5500

$4,376,382 40th percentile higher than 40% 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

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

Plan-year 2024 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 micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bas Financial Holdings Employee Stock Ownership 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bas Financial Holdings Employee Stock Ownership 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Bas Financial Holdings Employee Stock Ownership 401(k) Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 883707979 · Bas Financial Holdings, Inc. PY 2024 · 401(k)

Bas Financial Holdings Employee Stock Ownership 401(k) Plan · $4M · 10 · 40th

  • EBSA $4M
  • EBSA 10
  • EBSA 40th
  • EBSA 401(k)
  • EBSA near Fyx Fleet, LLC 401(k) Retirement Plan
  • EBSA ind #7465

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 →

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…$4MFyx Fleet, LLC 401(k) Retirement PlanFyx Fleet, LLC 401(k) Retire…$4MMonashee Investment Management, LLC 401(k) PlanMonashee Investment Manageme…$4MLytkowski and Co 401(k) Plan and TrustLytkowski and Co 401(k) Plan…$4MCbo Acquisition, Inc. Retirement PlanCbo Acquisition, Inc. Retire…$4M
End-of-year total assets ($M) among Bas Financial Holdings Employee Stock Ownership 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bas Financial Holdings, Inc. multi-year asset trail

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

Bas Financial Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN883707979
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

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 -202468 Total assets ($B) Participants Bas Financial Holdings Employee Stock Ownership 401(k) Plan, Total assets ($B): 0.004376382 · Participants: 10Bas Financial Holdings Employee Stock Ownership 401(k) PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Bas Financial Holdings Employee Stock Ownership 401(k) Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Bas Financial Holdings Employee Stock Ownership 401(k) Plan side-by-side with 3 peers →

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 Fyx Fleet, LLC 401(k) Retirement Plan in KY ($4M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Bas Financial Holdings Employee Stock Ownership 401(k) Plan assets move in 2024? ▼
Bas Financial Holdings Employee Stock Ownership 401(k) Plan surged - up 46.5% during 2024, from $3M to $4M. Reported net income was $1M.
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 Fyx Fleet, LLC 401(k) Retirement Plan in KY ($4M, 85 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 Hero Home Services 401(k) Plan in MN (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 883707979.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.