Other · DOL Form 5500 · 2022
Mental Health Association in Orange County, Inc. Retirement Plan
Data updated 2026-08-25
- $408K
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $3,462
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. · Sponsored by Mental Health Association in Orange County, Inc. · New York · Healthcare & Social Assistance
$408K in assets, 118 participants
Mental Health Association in Orange County, Inc.'s Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. reported $408K in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #2,497 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $408K.
- #2,497
- in Healthcare & Social Assistance (20,060 peers)
- +4.3%
- assets growth YoY
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. among the smaller filed plans by assets
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$408,493 16th percentile higher than 16% 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
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. 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. Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. sits mid-pack in the medium band (118 participants).
Published 5500 schedule card
Filing strip 146024124 · Mental Health Association in Orange County, Inc. PY 2022 · Other
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. · $408K · 118 · 16th
- PCT $408K
- PCT 118
- PCT 16th
- PCT Other
- PCT near Super Mix Profit Sharing Trust
- PCT ind #2497
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 →
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $392K |
|---|---|
| Net Assets (End of Year) | $408K |
| Net Income | $16K |
| Employer EIN | 146024124 |
| Plan Effective Date | 1988-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Association in Orange County, Inc.)
Sponsor-wide plan assets over time
All Mental Health Association in Orange County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $815K 99.42789717326858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $408K |
| 2023 | 1 | 134 | $603K |
| 2024 | 1 | 138 | $815K |
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
Tax Deferred Annuity Plan of Mental Health Association in Orange County, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Super Mix Profit Sharing Trust in IL ($409K); by covered participants it is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($408K here).
- Super Mix Profit Sharing Trust (IL) $409K · 2
- Community Youth Ministries 403( B) Plan (CA) $407K · 326
- Coastal Health Alliance 403(b) Retirement Plan (CA) $404K · N/A
- Ralph Lauren Puerto Rico, Inc. Retirement Savings Plan (NJ) $414K · 72
Similar participant headcount
Nearest other-state filings by covered participants (118 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.