Other · DOL Form 5500 · 2022
Association for Mental Health and Wellness Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $40,539
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness · Sponsored by Association for Mental Health and Wellness · New York · Other Services
$8M in assets, 196 participants
Association for Mental Health and Wellness's 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness reported $8M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #6,423 in Other Services (8,398 peers)
Coverage in New York
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness covers 196 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #6,423
- in Other Services (8,398 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness's mid-pack asset rank among Other Services and all filers
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,945,689 Top 40% higher than 60% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness 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. 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness sits mid-pack in the medium band (196 participants).
Form 5500 schedule snapshot
Filing strip 113012392 · Association for Mental Health and Wellness PY 2022 · Other
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness · $8M · 196 · 60th
- BOOK $8M
- VS-ST 196
- BOY 60th
- SCH Other
- EBSA near North Canyon Medical Center, Inc. 403(b) Retirement Plan
- PART ind #6423
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 113012392 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association for Mental Health and Wellness)
Sponsor-wide plan assets over time
All Association for Mental Health and Wellness plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.056631463929687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $8M |
| 2023 | 1 | 134 | $8M |
| 2024 | 1 | 123 | $9M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is North Canyon Medical Center, Inc. 403(b) Retirement Plan in ID ($8M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 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.