Other · DOL Form 5500 · 2022

Shawnee Mental Health Center Inc Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
141
Participants Small participant base
50th
Percentile by assets National rank
$35,113
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity · Sponsored by Shawnee Mental Health Center Inc · Ohio · Healthcare & Social Assistance

$5M in assets, 141 participants

Shawnee Mental Health Center Inc's Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity reported $5M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,224 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity covers 141 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#11,224
in Healthcare & Social Assistance (20,060 peers)
-18.2%
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.

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity vs every filed plan by assets

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

$4,950,908 Top 50% higher than 50% 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

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity 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. Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity sits mid-pack in the medium band (141 participants).

DOL schedule card

Filing strip 310843758 · Shawnee Mental Health Center Inc PY 2022 · Other

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity · $5M · 141 · 50th

  • IND $5M
  • IND 141
  • IND 50th
  • IND Other
  • IND near The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health
  • IND ind #11224

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 Ohio →

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity in the asset neighbourhood

Shawnee Mental Health Ctr Inc Employees' Tax Deferred AnnuityShawnee Mental Health Ctr In…$5MThe 403(b) Retirement Plan for Employees of Peninsula Behavioral HealthThe 403(b) Retirement Plan f…$5MClark Retirement Community 403(b) Savings & Retirement PlanClark Retirement Community 4…$5MDonelson Christian Academy 403(b) PlanDonelson Christian Academy 4…$5MClara Martin Center 403(b) PlanClara Martin Center 403(b) P…$5M
End-of-year total assets ($M) among Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN310843758
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity, Total assets ($B): 0.004950908 · Participants: 141Shawnee Mental Health Ctr Inc Employees' Tax Deferred AnnuityCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity vs. nearby Other plans in Ohio, assets vs. participants
Compare Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity side-by-side with 3 peers →

Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health in WA ($5M); by covered participants it is William Penn University 403(b) DC Plan in IA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity assets move in 2022? ▼
Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity declined sharply - down 18.2% during 2022, from $6M to $5M. Reported net income was -$1M.
Which Other plans are similar in size to Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health in WA ($5M, 131 participants).
Which Other plans cover a similar participant headcount to Shawnee Mental Health Ctr Inc Employees' Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is William Penn University 403(b) DC Plan in IA (141 participants, $25M 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 310843758.

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.