Plan Ledger DOL Form 5500 · updated monthly

St Joseph Healthcare Foundation403(b)

ST JOSEPH HEALTHCARE FND TAX - AMENDED · BANGOR, ME · plan year 2022

Plan assets · 2022
$2.5M

St Joseph Healthcare Foundation'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 $2,548,265 across 96 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 (311th of 354), and 9,599th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,548,265
Participants with balances96
Active participants96
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$26,544
Benefits paid to participants$240,797
Plan auditUnmodified (clean) audit opinion
AuditorBAKER NEWMAN & NOYES
Similar plansHealth Care & Social Assistance · Maine
Port Resources ME$3.4M · 0.88%
Health Access Network ME$1.6M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222480149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.