401(k) · DOL Form 5500 · 2023

Mental Health America of Dutchess County, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
256
Participants Below avg headcount
49th
Percentile by assets National rank
$25,176
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mental Health America of Dutchess County, Inc. P/S and Trust · Sponsored by Mental Health America of Dutchess County, Inc · New York · Healthcare & Social Assistance

$6M in assets, 256 participants

Mental Health America of Dutchess County, Inc's Mental Health America of Dutchess County, Inc. P/S and Trust reported $6M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,623 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Mental Health America of Dutchess County, Inc. P/S and Trust covers 256 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $6M.

#9,623
in Healthcare & Social Assistance (17,684 peers)
+23.0%
assets growth YoY

Mental Health America of Dutchess County, Inc. P/S and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health America of Dutchess County, Inc. P/S and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,444,987 49th percentile higher than 49% of 127,068 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 2023

Mental Health America of Dutchess County, Inc. P/S and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mental Health America of Dutchess County, Inc. P/S and Trust sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mental Health America of Dutchess County, Inc. P/S and Trust reported net income rose from -$372K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mental Health America of Dutchess County, Inc. P/S and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mental Health America of Dutchess County, Inc. P/S and Trust reported participants rose from 246 in the plan year 2022 filing to 256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141402059 · Mental Health America of Dutchess County, Inc PY 2023 · 401(k)

Mental Health America of Dutchess County, Inc. P/S and Trust · $6M · 256 · 49th

  • 5500 $6M
  • 5500 256
  • 5500 49th
  • 5500 401(k)
  • 5500 near World Emblem International, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #9623

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 →

Mental Health America of Dutchess County, Inc. P/S and Trust in the asset neighbourhood

Nwestco Retirement Savings PlanNwestco Retirement Savings P…$6MDoma Technologies LLC 401(k) PlanDoma Technologies LLC 401(k)…$6MMental Health America of Dutchess County, Inc. P/S and TrustMental Health America of Dut…$6MWorld Emblem International, Inc. 401(k) Profit Sharing PlanWorld Emblem International, …$6MNonotuck Resource Associates, Inc. 401(k) Profit Sharing PlanNonotuck Resource Associates…$6M
End-of-year total assets ($M) among Mental Health America of Dutchess County, Inc. P/S and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN141402059
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health America of Dutchess County, Inc)

Sponsor-wide plan assets over time

All Mental Health America of Dutchess County, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 45.15229383428275% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.24M $7.61M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 246 $5M
2023 1 256 $6M
2024 1 243 $8M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mental Health America of Dutchess County, Inc. P/S and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mental Health America of Dutchess County, Inc. P/S and Trust, Total assets ($B): 0.006444987 · Participants: 256Mental Health America of Dutchess County, Inc. P/S and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Mental Health America of Dutchess County, Inc. P/S and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mental Health America of Dutchess County, Inc. P/S and Trust side-by-side with 3 peers →

Mental Health America of Dutchess County, Inc. P/S and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is World Emblem International, Inc. 401(k) Profit Sharing Plan in FL ($6M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mental Health America of Dutchess County, Inc. P/S and Trust assets move in 2023? ▼
Mental Health America of Dutchess County, Inc. P/S and Trust grew sharply - up 23.0% during 2023, from $5M to $6M. Reported net income was $1M.
How have Mental Health America of Dutchess County, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health America of Dutchess County, Inc's sponsor-wide assets grew 45.2%, from $5M to $8M.
Which 401(k) plans are similar in size to Mental Health America of Dutchess County, Inc. P/S and Trust? ▼
Among 401(k) plans in other states, the closest by assets is World Emblem International, Inc. 401(k) Profit Sharing Plan in FL ($6M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Mental Health America of Dutchess County, Inc. P/S and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141402059.

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.