Profit Sharing · DOL Form 5500 · 2024
Penquis C.a.P. Inc. Profit Sharing Plan
Data updated 2026-07-24
- $19M
- Total assets
- 501
- Participants
- 70th
- Percentile by assets
- $38,459
- Avg per participant
Official DOL plan name: Penquis Cap 403(b) Plan · Sponsored by Penquis C.a.P. Inc. · Maine · Healthcare & Social Assistance
$19M in assets, 501 participants
Penquis C.a.P. Inc.'s Penquis Cap 403(b) Plan reported $19M in total assets and 501 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 116,472 plans)
Penquis C.a.P. Inc. multi-year trail
Penquis C.a.P. Inc.'s plans moved +32.4% in assets from 2022 to 2024; this filing shows Penquis Cap 403(b) Plan at $19M / 501 participants.
- $19M
- total plan assets (2024 EOY)
- 501
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $38,459
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Penquis Cap 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Penquis Cap 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Penquis Cap 403(b) Plan reported participants fell from 511 in the plan year 2023 filing to 501 in the plan year 2024 filing.
Penquis C.a.P. Inc. across 3 plan years on file
Across the 3 plan years Penquis C.a.P. Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 32.4%, while reported participants moved from 519 to 501 (-3.5%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).
Penquis C.a.P. Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 519 | $15M |
| 2023 | 1 | 511 | $17M |
| 2024 | 1 | 501 | $19M |
Penquis C.a.P. Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 016023748 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maine
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Penquis Cap 403(b) Plan vs. nearby Profit Sharing plans in Maine, assets vs. participants
- I.B.E.W. Local 1253 Retirement Plan $55M · 538
- Penobscot Community Health Center 403(b) Plan $42M · 858
- Maine Dartmouth Family Medicine Residency 403(b) Plan $29M · 121
- Shaw Brothers Construction Profit Sharing Plan $27M · 212
- Thomas College DC Retirement Plan $23M · 153
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Penquis Cap 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Penquis Cap 403(b) Plan assets move in 2024? ▼
How have Penquis C.a.P. Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Penquis Cap 403(b) Plan? ▼
Next read for Penquis Cap 403(b) Plan
Multi-year trail
Ways to act on Penquis Cap 403(b) Plan's numbers.
- By total assets, Penquis Cap 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Maine. Compare plans
- Penquis C.a.P. Inc.'s sponsor-wide assets have grown 32.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 016023748.
Read our methodology - how this data is sourced, computed, and verified.