PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Partners Bank of New England
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Partners Bank of New England

EIN 01-0154810-banking-Latest filing 2025
Plans
2
Retirement
2
$42.0M assets
Health & Benefits
0
Participants
265
900 MAIN STREET - SANFORD, ME 040733516207-608-4334partnersbankonline.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401(k)-$27.0M - 185 part#001Traditional DB-$15.1M - 80 part

Retirement portfolio analytics

2 plans aggregated / $42.0M assets / 265 participants

Assets by plan

Share of aggregate retirement assets

  • BANK 401(K) Savings (#002)$27.0M
  • OF PARTNERS BANK (#001)$15.1M
Total $42.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • EMPOWER ADVISORY GROUP, LLC$27.0M
  • (Not disclosed)$15.1M
Total $42.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BANK 401(K) Savings (#002)185
  • OF PARTNERS BANK (#001)80
Total 265Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PARTNERS BANK 401(K) SAVINGS PLAN

401(k)

Assets$27.0M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE RETIREMENT PLAN OF PARTNERS BANK

Traditional DB

Assets$15.1M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PARTNERS BANK 401(K) SAVINGS PLAN401(k)$27.0M1852025
#001THE RETIREMENT PLAN OF PARTNERS BANKTraditional DB$15.1M802025
  • PARTNERS BANK 401(K) SAVINGS PLAN$27.0M
    #002 · 401(k) · 2025185
  • THE RETIREMENT PLAN OF PARTNERS BANK$15.1M
    #001 · Traditional DB · 202580
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica