Portland, ME Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Portland, ME has 156 loaded benefit plan(s) reported by 97 plan sponsor(s), with $8,844,788,949 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 156
- Plan sponsors
- 97
- Total reported assets (EOY)
- $8,844,788,949
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Unum Group 401k Retirement Plan | Unum Group | $2,163,858,906 | 2023 |
| Mainehealth 403(B) Retirement Plan | Mainehealth Services | $2,133,663,491 | 2023 |
| Unum Group Pension Plan | Unum Group | $1,299,774,166 | 2023 |
| Maine Medical Center Pension Plan | Mainehealth | $763,853,423 | 2023 |
| Wex Inc. Employee Savings Plan | Wex Inc. | $434,962,299 | 2023 |
| Woodard & Curran, Inc. 401(K) Profit Sharing Plan | Woodard & Curran, Inc. | $225,422,663 | 2023 |
| Martin'S Point 401(K) Plan | Martin'S Point Health Care | $143,683,912 | 2023 |
| Maine Employers' Mutual Insurance Company 401(K) Plan | Maine Employers' Mutual Insurance Company | $126,974,438 | 2023 |
| Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan | Bernstein Shur Sawyer & Nelson P.A. | $124,579,437 | 2023 |
| Berrydunn 401(K) Profit Sharing Plan | Berry, Dunn, Mcneil & Parker, Inc. | $120,699,076 | 2023 |
| Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan | Preti, Flaherty, Beliveau & Pachios Llp | $116,384,852 | 2023 |
| Pierce Atwood Llp 401(K) Plan | Pierce Atwood Llp | $108,859,962 | 2023 |
| Baker Newman & Noyes, LLC 401(K) Profit Sharing Plan | Baker Newman & Noyes, LLC | $100,295,721 | 2023 |
| Diversified Communications 401(K) Plan | Diversified Holding Co. | $81,088,409 | 2023 |
| Drummond, Woodsum & Macmahon, P.A. Profit Sharing Plan | Drummond, Woodsum & Macmahon, P.A. | $78,690,669 | 2023 |
| Verrill Dana Llp 401(K) Savings Plan | Verrill Dana, Llp | $76,036,732 | 2023 |
| Verrill Dana Llp Pension Plan | Verrill Dana Llp | $49,695,170 | 2023 |
| Rarebreed Veterinary Partners 401(K) Plan | Project Inspire, Inc. Dba Rarebreed Veterinary P | $47,697,616 | 2023 |
| Systems Engineering, Inc. Employee Stock Ownership Plan | Systems Engineering, Inc. | $47,084,805 | 2023 |
| Wright-Ryan Construction, Inc. Employee Stock Ownership 401(K) Plan | Wright-Ryan Construction, Inc. | $37,954,286 | 2023 |
| Spurwink Services 403(B) Plan | Spurwink Services, Inc. | $31,273,069 | 2023 |
| Maine Credit Union League Capital Accumulation Plan | Maine Credit Union League | $30,226,294 | 2023 |
| Smrt, Inc. 401(K) Profit Sharing Plan | Smrt, Inc. | $27,055,671 | 2023 |
| Stone Coast Fund Services LLC 401(K) Plan | Stone Coast Fund Services LLC | $27,027,186 | 2023 |
| Tilson 401(K) Plan | Tilson Technology Management, Inc. | $26,689,661 | 2023 |
Largest plans in Portland → · Portland plans with financial data → · $1B+ plans in Portland → · Providers by reported compensation →
Related Form 5500 pages
- All ME Form 5500 filings
- Unum Group 401k Retirement Plan (plan 002)
- Unum Group — all reported plans
- Mainehealth 403(B) Retirement Plan (plan 002)
- Mainehealth Services — all reported plans
- Unum Group Pension Plan (plan 001)
- Maine Medical Center Pension Plan (plan 001)
- Mainehealth — all reported plans
- Wex Inc. Employee Savings Plan (plan 001)
- Wex Inc. — all reported plans
- Woodard & Curran, Inc. 401(K) Profit Sharing Plan (plan 001)
- Woodard & Curran, Inc. — all reported plans
- Martin'S Point 401(K) Plan (plan 001)
- Martin'S Point Health Care — all reported plans
- Maine Employers' Mutual Insurance Company 401(K) Plan (plan 001)
- Maine Employers' Mutual Insurance Company — all reported plans
- Bernstein Shur Sawyer & Nelson P.A. 401(K) Plan (plan 001)
- Bernstein Shur Sawyer & Nelson P.A. — all reported plans
- Berrydunn 401(K) Profit Sharing Plan (plan 001)
- Berry, Dunn, Mcneil & Parker, Inc. — all reported plans
- Preti, Flaherty, Beliveau & Pachios, Llp Profit Sharing Plan (plan 002)
- Preti, Flaherty, Beliveau & Pachios Llp — all reported plans
- Pierce Atwood Llp 401(K) Plan (plan 001)
- Pierce Atwood Llp — all reported plans
- Baker Newman & Noyes, LLC 401(K) Profit Sharing Plan (plan 001)
- Baker Newman & Noyes, LLC — all reported plans
- Diversified Communications 401(K) Plan (plan 003)
- Diversified Holding Co. — all reported plans
- Drummond, Woodsum & Macmahon, P.A. Profit Sharing Plan (plan 002)
- Drummond, Woodsum & Macmahon, P.A. — all reported plans
- Methodology
- Data sources