Other · DOL Form 5500 · 2022

Mental Health Cooperative Inc. Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
737
Participants Near avg headcount
86th
Percentile by assets National rank
$51,902
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Cooperative Retirement Plan · Sponsored by Mental Health Cooperative Inc. · Tennessee · Healthcare & Social Assistance

$38M in assets, 737 participants

Mental Health Cooperative Inc.'s Mental Health Cooperative Retirement Plan reported $38M in total assets and 737 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,610 in Healthcare & Social Assistance (20,060 peers)

Where Mental Health Cooperative Retirement Plan sits by assets

Mental Health Cooperative Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 737 participants (~$51,902/participant), down 12.8% in 2022.

#17,610
in Healthcare & Social Assistance (20,060 peers)
-12.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mental Health Cooperative Retirement Plan's outsized position by total assets

Mental Health Cooperative Retirement Plan vs every filed plan by assets

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

$38,251,618 Top 14% higher than 86% 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

Mental Health Cooperative Retirement 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. Mental Health Cooperative Retirement Plan sits mid-pack in the medium band (737 participants).

Published 5500 schedule card

Filing strip 582018687 · Mental Health Cooperative Inc. PY 2022 · Other

Mental Health Cooperative Retirement Plan · $38M · 737 · 86th

  • VS-ST $38M
  • VS-ST 737
  • VS-ST 86th
  • VS-ST Other
  • VS-ST near Public Policy Institute of Ca DC Retirement Plan
  • VS-ST ind #17610

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 Tennessee →

Mental Health Cooperative Retirement Plan in the asset neighbourhood

Western Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$38MPublic Policy Institute of Ca DC Retirement PlanPublic Policy Institute of C…$38MOhio Dominican University Retirement PlanOhio Dominican University Re…$38MMental Health Cooperative Retirement PlanMental Health Cooperative Re…$38MThe Metropolitan Museum of Art 403(b) Voluntary Contribution PlanThe Metropolitan Museum of A…$38M
End-of-year total assets ($M) among Mental Health Cooperative Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN582018687
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Cooperative Inc.)

Sponsor-wide plan assets over time

All Mental Health Cooperative Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.14768044583108% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.3M $52.8M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 737 $38M
2023 1 775 $48M
2024 1 869 $53M

Nearby Other Plans in Tennessee

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

Mental Health Cooperative Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Mental Health Cooperative Retirement Plan, Total assets ($B): 0.038251618 · Participants: 737Mental Health Cooperative Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Mental Health Cooperative Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Mental Health Cooperative Retirement Plan side-by-side with 3 peers →

Mental Health Cooperative Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Public Policy Institute of Ca DC Retirement Plan in CA ($38M); by covered participants it is Otis College of Art and Design 403(b) Retirement Plan in CA (737 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (737 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 Mental Health Cooperative Retirement Plan assets move in 2022? ▼
Mental Health Cooperative Retirement Plan pulled back noticeably - down 12.8% during 2022, from $44M to $38M. Reported net income was -$6M.
How have Mental Health Cooperative Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Cooperative Inc.'s sponsor-wide assets grew 38.1%, from $38M to $53M.
Where does Mental Health Cooperative Retirement Plan rank by assets among Form 5500 filers? ▼
Mental Health Cooperative Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mental Health Cooperative Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Public Policy Institute of Ca DC Retirement Plan in CA ($38M, 77 participants).
Which Other plans cover a similar participant headcount to Mental Health Cooperative Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Otis College of Art and Design 403(b) Retirement Plan in CA (737 participants, $43M 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 582018687.

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.