Other · DOL Form 5500 · 2024
Kennebec Valley Community Action Program Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 320
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $32,454
- Avg per participant Low balance/head
Official DOL plan name: Kennebec Valley Community Action Program Tax Deferred Annuity Plan · Sponsored by Kennebec Valley Community Action Program · Maine · Healthcare & Social Assistance
$10M in assets, 320 participants
Kennebec Valley Community Action Program's Kennebec Valley Community Action Program Tax Deferred Annuity Plan reported $10M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,483 in Healthcare & Social Assistance (16,916 peers)
Kennebec Valley Community Action Program multi-year trail
Kennebec Valley Community Action Program's plans moved +26.9% in assets from 2022 to 2024; this filing shows Kennebec Valley Community Action Program Tax Deferred Annuity Plan at $10M / 320 participants.
- #10,483
- in Healthcare & Social Assistance (16,916 peers)
- +7.2%
- assets growth YoY
Kennebec Valley Community Action Program Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Kennebec Valley Community Action Program Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,385,384 Top 43% higher than 57% 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
Kennebec Valley Community Action Program Tax Deferred Annuity 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. Kennebec Valley Community Action Program Tax Deferred Annuity Plan sits mid-pack in the medium band (320 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kennebec Valley Community Action Program Tax Deferred Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $700K in the plan year 2024 filing.
- Kennebec Valley Community Action Program Tax Deferred Annuity Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Kennebec Valley Community Action Program Tax Deferred Annuity Plan reported participants rose from 302 in the plan year 2023 filing to 320 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 010277678 · Kennebec Valley Community Action Program PY 2024 · Other
Kennebec Valley Community Action Program Tax Deferred Annuity Plan · $10M · 320 · 57th
- 5500 $10M
- 5500 320
- 5500 57th
- 5500 Other
- 5500 near Coalition on Homelessness and Housing in Ohio 403(b) Plan
- 5500 ind #10483
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 →
Kennebec Valley Community Action Program Tax Deferred Annuity Plan in the asset neighbourhood
Kennebec Valley Community Action Program multi-year asset trail
Sponsor-wide plan assets over time
All Kennebec Valley Community Action Program plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 26.94605010693755% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $8M |
| 2023 | 1 | 302 | $10M |
| 2024 | 1 | 320 | $10M |
Kennebec Valley Community Action Program filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $700K |
| Employer EIN | 010277678 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Kennebec Valley Community Action Program Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Coalition on Homelessness and Housing in Ohio 403(b) Plan in OH ($10M); by covered participants it is Berkeley Preparatory Defined Contribution Retirement Plan in FL (320 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (320 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.