Other · DOL Form 5500 · 2022

The Mental Health Association of Westchester County Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
289
Participants Below avg headcount
57th
Percentile by assets National rank
$23,184
Avg per participant Low balance/head
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Official DOL plan name: The Mental Health Association of Westchester County, Inc. 403(b) Plan · Sponsored by The Mental Health Association of Westchester County Inc. · New York · Healthcare & Social Assistance

$7M in assets, 289 participants

The Mental Health Association of Westchester County Inc.'s The Mental Health Association of Westchester County, Inc. 403(b) Plan reported $7M in total assets and 289 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,560 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

The Mental Health Association of Westchester County, Inc. 403(b) Plan covers 289 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $7M.

#12,560
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY

The plan reported a net loss of $890K 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. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Mental Health Association of Westchester County, Inc. 403(b) Plan vs every filed plan by assets

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

$6,700,306 Top 43% higher than 57% 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. 403(b) 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. 403(b) Plan sits mid-pack in the medium band (289 participants).

EBSA filing schedule strip

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

The Mental Health Association of Westchester County, Inc. 403(b) Plan · $7M · 289 · 57th

  • PHOTO $7M
  • IND 289
  • EOY 57th
  • 5500 Other
  • ASSETS near Calverton School 403(b) Retirement Plan
  • PCT ind #12560

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. 403(b) Plan in the asset neighbourhood

The Mental Health Association of Westchester County, Inc. 403(b) PlanThe Mental Health Associatio…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MYouth Home, Inc. 403(b) Plan$7MFlorida Christian School of Dade Co., Inc. Retirement PlanFlorida Christian School of …$7MGreater Chicago Food Depository Retirement Savings PlanGreater Chicago Food Deposit…$7M
End-of-year total assets ($M) among The Mental Health Association of Westchester County, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$890K
Employer EIN131740002
Plan Effective Date1994-05-01
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 Other Plans in New York

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

The Mental Health Association of Westchester County, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Mental Health Association of Westchester County, Inc. 403(b) Plan, Total assets ($B): 0.006700306 · Participants: 289The Mental Health Association of Westchester County, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
The Mental Health Association of Westchester County, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

The Mental Health Association of Westchester County, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Calverton School 403(b) Retirement Plan in MD ($7M); by covered participants it is Eastern Shore Rural Health System, Inc. 403(b) Plan in VA (289 participants). Same-state nearby plans are listed separately above.

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. 403(b) Plan assets move in 2022?
The Mental Health Association of Westchester County, Inc. 403(b) Plan pulled back noticeably - down 11.7% during 2022, from $8M to $7M. Reported net income was -$890K.
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 Other plans are similar in size to The Mental Health Association of Westchester County, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Calverton School 403(b) Retirement Plan in MD ($7M, 39 participants).
Which Other plans cover a similar participant headcount to The Mental Health Association of Westchester County, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Eastern Shore Rural Health System, Inc. 403(b) Plan in VA (289 participants, $17M in assets).