401(k) · DOL Form 5500 · 2022

Jefferson Center for Mental Health 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
597
Participants Below avg headcount
84th
Percentile by assets National rank
$56,418
Avg per participant Low balance/head
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Official DOL plan name: Jefferson Center for Mental Health Savings Plan · Sponsored by Jefferson Center for Mental Health · Colorado · Healthcare & Social Assistance

$34M in assets, 597 participants

Jefferson Center for Mental Health's Jefferson Center for Mental Health Savings Plan reported $34M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,381 in Healthcare & Social Assistance (20,060 peers)

Where Jefferson Center for Mental Health Savings Plan sits by assets

Jefferson Center for Mental Health Savings Plan sits in the top quartile of all filed plans by assets, $34M for 597 participants (~$56,418/participant), down 13.8% in 2022.

#17,381
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jefferson Center for Mental Health Savings Plan's outsized position by total assets

Jefferson Center for Mental Health Savings Plan vs every filed plan by assets

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

$33,681,812 Top 16% higher than 84% 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

Jefferson Center for Mental Health Savings Plan 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. Jefferson Center for Mental Health Savings Plan sits mid-pack in the medium band (597 participants).

Plan-year Form 5500 strip

Filing strip 840474717 · Jefferson Center for Mental Health PY 2022 · 401(k)

Jefferson Center for Mental Health Savings Plan · $34M · 597 · 84th

  • 5500 $34M
  • 5500 597
  • 5500 84th
  • 5500 401(k)
  • 5500 near Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan
  • 5500 ind #17381

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 Colorado →

Jefferson Center for Mental Health Savings Plan in the asset neighbourhood

Jefferson Center for Mental Health Savings PlanJefferson Center for Mental …$34MRock Valley Physical Therapy Center 401(k) Profit Sharing PlanRock Valley Physical Therapy…$34MConservice, LLC 401(k) Profit Sharing Plan and TrustConservice, LLC 401(k) Profi…$34MSchutz Container Systems, Inc. Employee's 401(k) Retirement PlanSchutz Container Systems, In…$34MExos Retirement Plan$34M
End-of-year total assets ($M) among Jefferson Center for Mental Health Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$34M
Net Income-$5M
Employer EIN840474717
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Center for Mental Health)

Sponsor-wide plan assets over time

All Jefferson Center for Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.68565393359469% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 1,172 $34M
2023 1 661 $41M
2024 2 1,590 $46M

Nearby 401(k) Plans in Colorado

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

Jefferson Center for Mental Health Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Jefferson Center for Mental Health Savings Plan, Total assets ($B): 0.033681812 · Participants: 597Jefferson Center for Mental Health Savings PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Jefferson Center for Mental Health Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Jefferson Center for Mental Health Savings Plan side-by-side with 3 peers →

Jefferson Center for Mental Health Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan in IL ($34M); by covered participants it is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 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 Jefferson Center for Mental Health Savings Plan assets move in 2022? ▼
Jefferson Center for Mental Health Savings Plan pulled back noticeably - down 13.8% during 2022, from $39M to $34M. Reported net income was -$5M.
How have Jefferson Center for Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Center for Mental Health's sponsor-wide assets grew 35.7%, from $34M to $46M.
Where does Jefferson Center for Mental Health Savings Plan rank by assets among Form 5500 filers? ▼
Jefferson Center for Mental Health Savings Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jefferson Center for Mental Health Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rock Valley Physical Therapy Center 401(k) Profit Sharing Plan in IL ($34M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Center for Mental Health Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants, $118M 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 840474717.

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.