Other · DOL Form 5500 · 2022

Mental Health Partnerships Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
141
Participants Small participant base
52nd
Percentile by assets National rank
$37,694
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Partnerships Tax Sheltered Annuity Plan · Sponsored by Mental Health Partnerships · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 141 participants

Mental Health Partnerships's Mental Health Partnerships Tax Sheltered Annuity Plan reported $5M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,563 in Healthcare & Social Assistance (20,060 peers)

Coverage in Pennsylvania

Mental Health Partnerships Tax Sheltered Annuity Plan covers 141 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#11,563
in Healthcare & Social Assistance (20,060 peers)
-1.2%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mental Health Partnerships Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Partnerships Tax Sheltered Annuity Plan vs every filed plan by assets

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

$5,314,821 Top 48% higher than 52% 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 Partnerships Tax Sheltered Annuity 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 Partnerships Tax Sheltered Annuity Plan sits mid-pack in the medium band (141 participants).

Form 5500 schedule snapshot

Filing strip 231425035 · Mental Health Partnerships PY 2022 · Other

Mental Health Partnerships Tax Sheltered Annuity Plan · $5M · 141 · 52nd

  • BOOK $5M
  • BOOK 141
  • BOOK 52nd
  • BOOK Other
  • BOOK near Goodwill Industries, Inc. Omaha Retirement Plan
  • BOOK ind #11563

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 Pennsylvania →

Mental Health Partnerships Tax Sheltered Annuity Plan in the asset neighbourhood

403(b) Thrift Plan of Family Connections, Inc.403(b) Thrift Plan of Family…$5MUnited Way of Greater Kansas City, Inc. 403(b) PlanUnited Way of Greater Kansas…$5MGenesis Primecare 403b Plan$5MMental Health Partnerships Tax Sheltered Annuity PlanMental Health Partnerships T…$5MGoodwill Industries, Inc. Omaha Retirement PlanGoodwill Industries, Inc. Om…$5M
End-of-year total assets ($M) among Mental Health Partnerships Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$66K
Employer EIN231425035
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Partnerships)

Sponsor-wide plan assets over time

All Mental Health Partnerships plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.204186933106495% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.31M $6.55M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 141 $5M
2023 1 150 $6M
2024 1 172 $7M

Nearby Other Plans in Pennsylvania

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

Mental Health Partnerships Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Mental Health Partnerships Tax Sheltered Annuity Plan, Total assets ($B): 0.005314821 · Participants: 141Mental Health Partnerships Tax Sheltered Annuity PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Mental Health Partnerships Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Mental Health Partnerships Tax Sheltered Annuity Plan side-by-side with 3 peers →

Mental Health Partnerships Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Goodwill Industries, Inc. Omaha Retirement Plan in NE ($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 Mental Health Partnerships Tax Sheltered Annuity Plan assets move in 2022? ▼
Mental Health Partnerships Tax Sheltered Annuity Plan edged down modestly - down 1.2% during 2022, from $5M to $5M. Reported net income was -$66K.
How have Mental Health Partnerships plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Partnerships's sponsor-wide assets grew 23.2%, from $5M to $7M.
Which Other plans are similar in size to Mental Health Partnerships Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Industries, Inc. Omaha Retirement Plan in NE ($5M, 722 participants).
Which Other plans cover a similar participant headcount to Mental Health Partnerships Tax Sheltered Annuity Plan? ▼
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 231425035.

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.