Plan Ledger DOL Form 5500 · updated monthly

Penobscot Valley Hospital403(b)

PENOBSCOT VALLEY HOSPITAL 403(B) RETIREMENT SAVINGS PLAN · LINCOLN, ME · plan year 2022

Plan assets · 2022
$5.7M

Penobscot Valley Hospital's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $5,651,402 across 84 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Maine (270th of 354), and 7,554th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$5,651,402
Participants with balances84
Active participants185
Employer contributions—
Employee contributions$274,433
Employer contribution per active participant—
Average account balance$67,279
Benefits paid to participants$649,100
Plan auditUnmodified (clean) audit opinion
AuditorBERRY DUNN MCNEIL & PARKER, LLC
Same employer
Similar plansHealth Care & Social Assistance · Maine
Waypoint Maine, Inc. ME$5.8M · 0.70%
Preble Street ME$5.4M · 1.07%
Community Care ME$5.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010545327 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.