Other · DOL Form 5500 · 2022

Jefferson Center for Mental Health Retirement Plan

Data updated 2026-08-25

$426K
Total assets Small plan by assets
575
Participants Below avg headcount
17th
Percentile by assets National rank
$740
Avg per participant Low balance/head
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Official DOL plan name: Jefferson Center for Mental Health 403(b) Pension Plan · Sponsored by Jefferson Center for Mental Health · Colorado · Healthcare & Social Assistance

$426K in assets, 575 participants

Jefferson Center for Mental Health's Jefferson Center for Mental Health 403(b) Pension Plan reported $426K in total assets and 575 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,562 in Healthcare & Social Assistance (20,060 peers)

Jefferson Center for Mental Health multi-year trail

Jefferson Center for Mental Health's plans moved +35.7% in assets from 2022 to 2024; this filing shows Jefferson Center for Mental Health 403(b) Pension Plan at $426K / 575 participants.

#2,562
in Healthcare & Social Assistance (20,060 peers)
-35.7%
assets change YoY

The plan reported a net loss of $237K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jefferson Center for Mental Health 403(b) Pension Plan among the smaller filed plans by assets

Jefferson Center for Mental Health 403(b) Pension Plan vs every filed plan by assets

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

$425,642 17th percentile higher than 17% 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 403(b) Pension 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 403(b) Pension Plan sits mid-pack in the medium band (575 participants).

Form 5500 schedule snapshot

Filing strip 840474717 · Jefferson Center for Mental Health PY 2022 · Other

Jefferson Center for Mental Health 403(b) Pension Plan · $426K · 575 · 17th

  • PART $426K
  • TYPE 575
  • NET 17th
  • BOOK Other
  • VS-ST near Fidelity Group Tax-Sheltered Custodial Account
  • BOY ind #2562

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 403(b) Pension Plan in the asset neighbourhood

Jefferson Center for Mental Health 403(b) Pension PlanJefferson Center for Mental …$426KFayetteville Area Health Education Foundation, Inc Retirement Plan 403(b)Fayetteville Area Health Edu…$435KFidelity Group Tax-Sheltered Custodial AccountFidelity Group Tax-Sheltered…$422KOddfellow-Rebekah Home Retirement PlanOddfellow-Rebekah Home Retir…$421KEliza Bryant Village 403(b) PlanEliza Bryant Village 403(b) …$420K
End-of-year total assets ($M) among Jefferson Center for Mental Health 403(b) Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Jefferson Center for Mental Health multi-year asset trail

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

Jefferson Center for Mental Health filing trail (2022)

Total Assets (Beginning of Year)$662K
Net Assets (End of Year)$426K
Net Income-$237K
Employer EIN840474717
Plan Effective Date2009-12-15
Filing StatusFILING RECEIVED

Nearby Other Plans in Colorado

Peer Other plans, same state, same plan type, ranked by total assets.

Jefferson Center for Mental Health 403(b) Pension Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Jefferson Center for Mental Health 403(b) Pension Plan, Total assets ($B): 0.000425642 · Participants: 575Jefferson Center for Mental Health 403(b) Pension PlanUcar Retirement Plan, Total assets ($B): 1.016981364 · Participants: 1300Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.747591604 · Participants: 7995Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.7437272 · Participants: 2470University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.422176184 · Participants: 2577Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.318847964 · Participants: 785Colorado College Retirement Benefit Plan
Jefferson Center for Mental Health 403(b) Pension Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Jefferson Center for Mental Health 403(b) Pension Plan side-by-side with 3 peers →

Jefferson Center for Mental Health 403(b) Pension Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Fidelity Group Tax-Sheltered Custodial Account in UT ($422K); by covered participants it is Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in NC (573 participants). Same-state nearby plans are listed separately above.

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 403(b) Pension Plan assets move in 2022? ▼
Jefferson Center for Mental Health 403(b) Pension Plan contracted severely - down 35.7% during 2022, from $662K to $426K. Reported net income was -$237K.
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 403(b) Pension Plan rank by assets among Form 5500 filers? ▼
Jefferson Center for Mental Health 403(b) Pension Plan ranks in the 17th 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 Other plans are similar in size to Jefferson Center for Mental Health 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by assets is Fidelity Group Tax-Sheltered Custodial Account in UT ($422K, 7 participants).
Which Other plans cover a similar participant headcount to Jefferson Center for Mental Health 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in NC (573 participants, $32M 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.