Other · DOL Form 5500 · 2022

South Shore Mental Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
586
Participants Below avg headcount
82nd
Percentile by assets National rank
$47,215
Avg per participant Low balance/head
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Official DOL plan name: South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan · Sponsored by South Shore Mental Health Center, Inc. · Massachusetts · Healthcare & Social Assistance

$28M in assets, 586 participants

South Shore Mental Health Center, Inc.'s South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported $28M in total assets and 586 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,961 in Healthcare & Social Assistance (20,060 peers)

Where South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits by assets

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits in the top quartile of all filed plans by assets, $28M for 586 participants (~$47,215/participant), up 2.6% in 2022.

#16,961
in Healthcare & Social Assistance (20,060 peers)
+2.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan's outsized position by total assets

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan vs every filed plan by assets

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

$27,668,037 Top 18% higher than 82% 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

South Shore Mental Health Center, Inc. Tax Sheltered Ann. 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. South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits mid-pack in the medium band (586 participants).

Plan-year Form 5500 strip

Filing strip 042677185 · South Shore Mental Health Center, Inc. PY 2022 · Other

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan · $28M · 586 · 82nd

  • SCH $28M
  • SCH 586
  • SCH 82nd
  • SCH Other
  • SCH near Social Science Research Council DC Retirement Plan
  • SCH ind #16961

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 Massachusetts →

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in the asset neighbourhood

New London Hospital Association, Inc. 403(b) PlanNew London Hospital Associat…$28MLowell Observatory 403(b) Retirement Annuity PlanLowell Observatory 403(b) Re…$28MSt. Mary's Episcopal School Defined Contribution Retirement PlanSt. Mary's Episcopal School …$28MSouth Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanSouth Shore Mental Health Ce…$28MSocial Science Research Council DC Retirement PlanSocial Science Research Coun…$28M
End-of-year total assets ($M) among South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$690K
Employer EIN042677185
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (South Shore Mental Health Center, Inc.)

Sponsor-wide plan assets over time

All South Shore Mental Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 4.66738930557307% vs 2022
2024 filing year
$27.5M$28M$28.5M$29M$29.5M 202220232024 $27.7M $29M ▲ +4.7%
Year Plans Participants Total Assets
2022 1 586 $28M
2023 1 568 $28M
2024 1 550 $29M

Nearby Other Plans in Massachusetts

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

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan, Total assets ($B): 0.027668037 · Participants: 586South Shore Mental Health Center, Inc. Tax Sheltered Ann. PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan side-by-side with 3 peers →

South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Social Science Research Council DC Retirement Plan in NY ($28M); by covered participants it is Catalight Foundation 403(b) Plan in CA (586 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (586 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 South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan assets move in 2022? ▼
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan edged up modestly - up 2.6% during 2022, from $27M to $28M. Reported net income was $690K.
How have South Shore Mental Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Shore Mental Health Center, Inc.'s sponsor-wide assets grew 4.7%, from $28M to $29M.
Where does South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan rank by assets among Form 5500 filers? ▼
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan ranks in the 82nd 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 South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan? ▼
Among Other plans in other states, the closest by assets is Social Science Research Council DC Retirement Plan in NY ($28M, 49 participants).
Which Other plans cover a similar participant headcount to South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan? ▼
Among Other plans in other states, the closest by covered participants is Catalight Foundation 403(b) Plan in CA (586 participants, $17M 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 042677185.

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.