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
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
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
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$890K |
| Employer EIN | 131740002 |
| Plan Effective Date | 1994-05-01 |
| Filing Status | FILING 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
| 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.
- 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
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- Eastern Shore Rural Health System, Inc. 403(b) Plan (VA) 289 · 0 off
- Muskingum University Defined Contribution and Tax Deferred Annuity Plan (OH) 289 · 0 off
- Peabody Retirement Community Retirement Savings Plan (IN) 289 · 0 off
- Criterion Child Enrichment Inc. Tax Deferred Annuity (Tda) Plan (MA) 289 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.