Profit Sharing · DOL Form 5500 · 2022

The Mental Health Association of Westchester County Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
212
Participants Below avg headcount
61st
Percentile by assets National rank
$39,652
Avg per participant Low balance/head
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Official DOL plan name: The Mental Health Association of Westchester County, Inc. Profit Sharing Plan · Sponsored by The Mental Health Association of Westchester County Inc. · New York · Healthcare & Social Assistance

$8M in assets, 212 participants

The Mental Health Association of Westchester County Inc.'s The Mental Health Association of Westchester County, Inc. Profit Sharing Plan reported $8M in total assets and 212 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,454 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $8M.

#13,454
in Healthcare & Social Assistance (20,060 peers)
-15.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,406,161 Top 39% higher than 61% 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

The Mental Health Association of Westchester County, Inc. Profit Sharing 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. The Mental Health Association of Westchester County, Inc. Profit Sharing Plan sits mid-pack in the medium band (212 participants).

EBSA filing schedule strip

Filing strip 131740002 · The Mental Health Association of Westchester County Inc. PY 2022 · Profit Sharing

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan · $8M · 212 · 61st

  • EBSA $8M
  • EBSA 212
  • EBSA 61st
  • EBSA Profit Sharing
  • EBSA near Oakland Zoo 403(b) Plan
  • EBSA ind #13454

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 New York →

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan in the asset neighbourhood

Rock Family Enterprises, Inc., Dba Batteries Plus Retirement PlanRock Family Enterprises, Inc…$8MHenard Metal Fabricators, Inc. Profit Sharing PlanHenard Metal Fabricators, In…$8MThe Mental Health Association of Westchester County, Inc. Profit Sharing PlanThe Mental Health Associatio…$8MOakland Zoo 403(b) Plan$8MMurco Wall Products, Inc. Employees Profit Sharing PlanMurco Wall Products, Inc. Em…$8M
End-of-year total assets ($M) among The Mental Health Association of Westchester County, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN131740002
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mental Health Association of Westchester County Inc.)

Sponsor-wide plan assets over time

All The Mental Health Association of Westchester County Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 73.82571980596124% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.1M $26.3M ▲ +73.8%
Year Plans Participants Total Assets
2022 2 501 $15M
2023 2 521 $18M
2024 2 647 $26M

Nearby Profit Sharing Plans in New York

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

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Mental Health Association of Westchester County, Inc. Profit Sharing Plan, Total assets ($B): 0.008406161 · Participants: 212The Mental Health Association of Westchester County, Inc. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Mental Health Association of Westchester County, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Oakland Zoo 403(b) Plan in CA ($8M); by covered participants it is First Farmers & Merchants Bank Profit Sharing Plan in TN (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 The Mental Health Association of Westchester County, Inc. Profit Sharing Plan assets move in 2022? ▼
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan declined sharply - down 15.4% during 2022, from $10M to $8M. Reported net income was -$2M.
How have The Mental Health Association of Westchester County Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mental Health Association of Westchester County Inc.'s sponsor-wide assets grew 73.8%, from $15M to $26M.
Which Profit Sharing plans are similar in size to The Mental Health Association of Westchester County, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Oakland Zoo 403(b) Plan in CA ($8M, 305 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mental Health Association of Westchester County, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Farmers & Merchants Bank Profit Sharing Plan in TN (212 participants, $27M 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 131740002.

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.