Other · DOL Form 5500 · 2022
Transitions - Mental Health Association Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $56,123
- Avg per participant Low balance/head
Official DOL plan name: T-Mha Pension Plan · Sponsored by Transitions - Mental Health Association · California · Healthcare & Social Assistance
$7M in assets, 119 participants
Transitions - Mental Health Association's T-Mha Pension Plan reported $7M in total assets and 119 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.
- #12,538 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
T-Mha Pension Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $7M.
- #12,538
- in Healthcare & Social Assistance (20,060 peers)
- -15.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
T-Mha Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
T-Mha Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,678,656 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
T-Mha Pension 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. T-Mha Pension Plan sits mid-pack in the medium band (119 participants).
Published 5500 schedule card
Filing strip 953509040 · Transitions - Mental Health Association PY 2022 · Other
T-Mha Pension Plan · $7M · 119 · 57th
- PART $7M
- TYPE 119
- NET 57th
- BOOK Other
- VS-ST near Real Services, Inc. 403(b) Plan
- BOY ind #12538
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 California →
T-Mha Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 953509040 |
| Plan Effective Date | 2002-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transitions - Mental Health Association)
Sponsor-wide plan assets over time
All Transitions - Mental Health Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 44.918543491385094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $7M |
| 2023 | 1 | 177 | $8M |
| 2024 | 1 | 243 | $10M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
T-Mha Pension Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Real Services, Inc. 403(b) Plan in IN ($7M); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (119 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 (119 participants); asset peers above are excluded.
- Lees-Mcrae College 403(b) Retirement Plan (NC) 119 · 0 off
- Montgomery Child Care Association 403(b) Tda Plan (MD) 119 · 0 off
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 119 · 0 off
- Direction Home of Eastern Ohio, Inc (OH) 119 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.