Other · DOL Form 5500 · 2024

Generation US Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 190
Participants Below avg headcount: 60th
Percentile by assets National rank: $64,295
Avg per participant Low balance/head

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Official DOL plan name: Generation US Retirement Plan · Sponsored by Generation US · Maine · Educational Services

$12M in assets, 190 participants

Generation US's Generation US Retirement Plan reported $12M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

#1,560 in Educational Services (3,638 peers)

Coverage in Maine

Generation US Retirement Plan covers 190 participants in Maine, about 40% of the average Maine filer (state average ~472 per filing). Assets: $12M.

#1,560
in Educational Services (3,638 peers): +16.0%
assets growth YoY

Generation US Retirement Plan's mid-pack asset rank among Educational Services and all filers

Generation US Retirement Plan vs every filed plan by assets

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

$12,216,039 Top 40% higher than 60% 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

Generation US Retirement 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. Generation US Retirement Plan sits mid-pack in the medium band (190 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Generation US Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Generation US Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Generation US Retirement Plan reported participants rose from 184 in the plan year 2023 filing to 190 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 821449889 · Generation US PY 2024 · Other

Generation US Retirement Plan · $12M · 190 · 60th

RANK $12M
PHOTO 190
IND 60th
EOY Other
5500 near Catholic Health Association
ASSETS ind #1560

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 Educational Services retirement plans → · Plans in Maine →

End-of-year total assets ($M) among Generation US Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	821449889
Plan Effective Date	1999-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Generation US)

Latest sponsor-wide plan assets: $12M 46.803201059056256% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	174	$8M
2023	1	184	$11M
2024	1	190	$12M

Nearby Other Plans in Maine

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

Generation US Retirement Plan vs. nearby Other plans in Maine, assets vs. participants

Mainehealth 403(b) Retirement Plan $2.5B · 22,911
Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
Jax 403(b) Retirement Plan $603M · 2,735
Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
Colby College Retirement Plan $297M · 978

Compare Generation US Retirement Plan side-by-side with 3 peers →

Generation US Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Catholic Health Association in MO ($12M); by covered participants it is Saint Mary's Home of Erie 403(b) Plan in PA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Catholic Health Association (MO) $12M · 74
Family Counseling Center Inc. 403b Plan (MO) $12M · 865
American School for the Deaf Section 403(b) Retirement Plan (CT) $12M · 398
Jacksonville Country Day School, Inc. 403(b) Plan (FL) $12M · 95

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

Saint Mary's Home of Erie 403(b) Plan (PA) 190 · 0 off
Covenant College Retirement Plan Defined Contribution (GA) 190 · 0 off
Family Counseling Center of Armstrong County Tax Sheltered Annuity Plan (PA) 190 · 0 off
The Nightingale-Bamford School Defined Contribution Retirement Plan (NY) 190 · 0 off

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 Generation US Retirement Plan assets move in 2024? ▼

Generation US Retirement Plan grew sharply - up 16.0% during 2024, from $11M to $12M. Reported net income was $2M.

How have Generation US plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Generation US's sponsor-wide assets grew 46.8%, from $8M to $12M.

Which Other plans are similar in size to Generation US Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Catholic Health Association in MO ($12M, 74 participants).

Which Other plans cover a similar participant headcount to Generation US Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Saint Mary's Home of Erie 403(b) Plan in PA (190 participants, $9M 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 821449889.