401(k) · DOL Form 5500 · 2022

Institute for Behaviorial Heal 401(k) Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets
107
Participants Small participant base
15th
Percentile by assets National rank
$3,208
Avg per participant Low balance/head
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Official DOL plan name: Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust · Sponsored by Institute for Behaviorial Heal · California · Healthcare & Social Assistance

$343K in assets, 107 participants

Institute for Behaviorial Heal's Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust reported $343K in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,181 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $343K.

#2,181
in Healthcare & Social Assistance (20,060 peers)
+10.0%
assets growth YoY

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$343,226 15th percentile higher than 15% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 462100301 · Institute for Behaviorial Heal PY 2022 · 401(k)

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust · $343K · 107 · 15th

  • TYPE $343K
  • TYPE 107
  • TYPE 15th
  • TYPE 401(k)
  • TYPE near Ocado Solutions USA 401(k) Plan
  • TYPE ind #2181

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 California →

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Institute for Behavioral Healt 401(k) Profit Sharing Plan & TrustInstitute for Behavioral Hea…$343KOcado Solutions USA 401(k) PlanOcado Solutions USA 401(k) P…$343KSenior Care Solutions, Inc. 401(k) Profit Sharing PlanSenior Care Solutions, Inc. …$343KHnd Holdings Co. 401(k) Plan$343KNklsky Corp. 401(k) Profit Sharing PlanNklsky Corp. 401(k) Profit S…$343K
End-of-year total assets ($M) among Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$343K
Net Income$31K
Employer EIN462100301
Plan Effective Date2016-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institute for Behaviorial Heal)

Sponsor-wide plan assets over time

All Institute for Behaviorial Heal plans reported in each filing year

Latest sponsor-wide plan assets
$570K 66.15786682827058% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.34M $0.57M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 107 $343K
2023 1 89 $472K
2024 1 79 $570K

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000343226 · Participants: 107Institute for Behavioral Healt 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ocado Solutions USA 401(k) Plan in VA ($343K); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($343K here).

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.0% during 2022, from $312K to $343K. Reported net income was $31K.
How have Institute for Behaviorial Heal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Behaviorial Heal's sponsor-wide assets grew 66.2%, from $343K to $570K.
Where does Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ocado Solutions USA 401(k) Plan in VA ($343K, 351 participants).
Which 401(k) plans cover a similar participant headcount to Institute for Behavioral Healt 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462100301.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.