Profit Sharing · DOL Form 5500 · 2024
Penquis C.a.P. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 501
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $38,459
- Avg per participant Low balance/head
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.
- #12,556 in Healthcare & Social Assistance (16,916 peers)
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.
- #12,556
- in Healthcare & Social Assistance (16,916 peers)
- +11.6%
- assets growth YoY
Penquis Cap 403(b) Plan's outsized position by total assets
Penquis Cap 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,267,833 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Penquis Cap 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. Penquis Cap 403(b) Plan sits mid-pack in the medium band (501 participants).
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.
EBSA filing schedule strip
Filing strip 016023748 · Penquis C.a.P. Inc. PY 2024 · Profit Sharing
Penquis Cap 403(b) Plan · $19M · 501 · 70th
- EBSA $19M
- PART 501
- TYPE 70th
- NET Profit Sharing
- BOOK near See's Profit Sharing Plan
- VS-ST ind #12556
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 →
Penquis Cap 403(b) Plan in the asset neighbourhood
Penquis C.a.P. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Penquis C.a.P. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 32.43082151328062% vs 2022
- 2024 filing year
| 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.
- 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
Penquis Cap 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maine, the nearest Profit Sharing by assets is See's Profit Sharing Plan in CA ($19M); by covered participants it is Saint Elizabeth Community 403(b) Retirement Plan in RI (500 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (501 participants); asset peers above are excluded.
- Saint Elizabeth Community 403(b) Retirement Plan (RI) 500 · 1 off
- Gapshare Puerto Rico Plan (CA) 500 · 1 off
- North American Security Retirement Plan (OK) 504 · 3 off
- Roberts Oxygen Company, Inc. Profit Sharing Plan (MD) 498 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.