Other · DOL Form 5500 · 2024

Waldo Community Action Partners Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
168
Participants Small participant base
36th
Percentile by assets National rank
$20,371
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan of Waldo Community Action Partners · Sponsored by Waldo Community Action Partners · Maine · Healthcare & Social Assistance

$3M in assets, 168 participants

Waldo Community Action Partners's Retirement Plan of Waldo Community Action Partners reported $3M in total assets and 168 participants in its 2024 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.

  • #6,215 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maine

Retirement Plan of Waldo Community Action Partners covers 168 participants in Maine, about 36% of the average Maine filer (state average ~472 per filing). Assets: $3M.

#6,215
in Healthcare & Social Assistance (16,916 peers)
+21.8%
assets growth YoY

Retirement Plan of Waldo Community Action Partners's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Plan of Waldo Community Action Partners vs every filed plan by assets

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

$3,422,372 36th percentile higher than 36% 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

Retirement Plan of Waldo Community Action Partners 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. Retirement Plan of Waldo Community Action Partners sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Waldo Community Action Partners reported net income rose from $450K in the plan year 2023 filing to $612K in the plan year 2024 filing.
  • Retirement Plan of Waldo Community Action Partners end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Retirement Plan of Waldo Community Action Partners reported participants rose from 160 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 016020566 · Waldo Community Action Partners PY 2024 · Other

Retirement Plan of Waldo Community Action Partners · $3M · 168 · 36th

  • TYPE $3M
  • TYPE 168
  • TYPE 36th
  • TYPE Other
  • TYPE near Link Associates Employer 403b Retirement Plan
  • TYPE ind #6215

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 →

Retirement Plan of Waldo Community Action Partners in the asset neighbourhood

Tiaa-Cref 403(b) Defined Contribution Retirement Plan for Faculty and Administrators of Deep Springs CollegeTiaa-Cref 403(b) Defined Con…$3MRetirement Plan of Waldo Community Action PartnersRetirement Plan of Waldo Com…$3MLink Associates Employer 403b Retirement PlanLink Associates Employer 403…$3MScandinavian Home DC Plan$3MCenter for Aquatic Sciences 401(k) PlanCenter for Aquatic Sciences …$3M
End-of-year total assets ($M) among Retirement Plan of Waldo Community Action Partners and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$612K
Employer EIN016020566
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waldo Community Action Partners)

Sponsor-wide plan assets over time

All Waldo Community Action Partners plans reported in each filing year

Latest sponsor-wide plan assets
$3M 45.00703771213766% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.36M $3.42M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 160 $3M
2024 1 168 $3M

Nearby Other Plans in Maine

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

Retirement Plan of Waldo Community Action Partners vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Retirement Plan of Waldo Community Action Partners, Total assets ($B): 0.003422372 · Participants: 168Retirement Plan of Waldo Community Action PartnersMainehealth 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
Retirement Plan of Waldo Community Action Partners vs. nearby Other plans in Maine, assets vs. participants
Compare Retirement Plan of Waldo Community Action Partners side-by-side with 3 peers →

Retirement Plan of Waldo Community Action Partners's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Link Associates Employer 403b Retirement Plan in IA ($3M); by covered participants it is Pomfret School 403(b) Retirement Plan in CT (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Retirement Plan of Waldo Community Action Partners assets move in 2024? ▼
Retirement Plan of Waldo Community Action Partners grew sharply - up 21.8% during 2024, from $3M to $3M. Reported net income was $612K.
How have Waldo Community Action Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waldo Community Action Partners's sponsor-wide assets grew 45.0%, from $2M to $3M.
Which Other plans are similar in size to Retirement Plan of Waldo Community Action Partners? ▼
Among Other plans in other states, the closest by assets is Link Associates Employer 403b Retirement Plan in IA ($3M, 133 participants).
Which Other plans cover a similar participant headcount to Retirement Plan of Waldo Community Action Partners? ▼
Among Other plans in other states, the closest by covered participants is Pomfret School 403(b) Retirement Plan in CT (168 participants, $48M 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 016020566.

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.