Other · DOL Form 5500 · 2022

Mental Health Association, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
573
Participants Below avg headcount
56th
Percentile by assets National rank
$11,197
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Association, Inc. 403(b) Retirement Plan · Sponsored by Mental Health Association, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 573 participants

Mental Health Association, Inc.'s Mental Health Association, Inc. 403(b) Retirement Plan reported $6M in total assets and 573 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,359 in Healthcare & Social Assistance (20,060 peers)

Mental Health Association, Inc. multi-year trail

Mental Health Association, Inc.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Mental Health Association, Inc. 403(b) Retirement Plan at $6M / 573 participants.

#12,359
in Healthcare & Social Assistance (20,060 peers)
+11.8%
assets growth YoY

Mental Health Association, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Association, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$6,415,868 Top 44% higher than 56% 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 Association, Inc. 403(b) 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 Association, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (573 participants).

Form 5500 schedule snapshot

Filing strip 046197938 · Mental Health Association, Inc. PY 2022 · Other

Mental Health Association, Inc. 403(b) Retirement Plan · $6M · 573 · 56th

  • SCH $6M
  • SCH 573
  • SCH 56th
  • SCH Other
  • SCH near 403(b) Thrift Plan of Gulf Coast Jewish Family and Community Services, Inc.
  • SCH ind #12359

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 →

Mental Health Association, Inc. 403(b) Retirement Plan in the asset neighbourhood

Mental Health Association, Inc. 403(b) Retirement PlanMental Health Association, I…$6M403(b) Thrift Plan of Gulf Coast Jewish Family and Community Services, Inc.403(b) Thrift Plan of Gulf C…$6MAroostook County Action Program Tax Sheltered Retirement PlanAroostook County Action Prog…$6MThe Skyland Trail Retirement PlanThe Skyland Trail Retirement…$6MWestminster Manor 403(b) Plan$6M
End-of-year total assets ($M) among Mental Health Association, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Mental Health Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mental Health Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.50502472931176% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.42M $7.8M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 573 $6M
2023 1 662 $7M
2024 1 701 $8M

Mental Health Association, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$676K
Employer EIN046197938
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Mental Health Association, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Mental Health Association, Inc. 403(b) Retirement Plan, Total assets ($B): 0.006415868 · Participants: 573Mental Health Association, Inc. 403(b) Retirement 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
Mental Health Association, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mental Health Association, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Gulf Coast Jewish Family and Community Services, Inc. in FL ($6M); by covered participants it is Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in NC (573 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Association, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Mental Health Association, Inc. 403(b) Retirement Plan grew at a solid clip - up 11.8% during 2022, from $6M to $6M. Reported net income was $676K.
How have Mental Health Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Association, Inc.'s sponsor-wide assets grew 21.5%, from $6M to $8M.
Which Other plans are similar in size to Mental Health Association, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Gulf Coast Jewish Family and Community Services, Inc. in FL ($6M, 256 participants).
Which Other plans cover a similar participant headcount to Mental Health Association, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in NC (573 participants, $32M 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 046197938.

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.