Profit Sharing · DOL Form 5500 · 2023

Mark Twain Association for Mental Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
219
Participants Below avg headcount
55th
Percentile by assets National rank
$38,658
Avg per participant Low balance/head
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Official DOL plan name: Mark Twain Behavioral Health Employees Tax Deferred · Sponsored by Mark Twain Association for Mental Health, Inc. · Missouri · Healthcare & Social Assistance

$8M in assets, 219 participants

Mark Twain Association for Mental Health, Inc.'s Mark Twain Behavioral Health Employees Tax Deferred reported $8M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,709 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Mark Twain Behavioral Health Employees Tax Deferred covers 219 participants in Missouri, about 30% of the average Missouri filer (state average ~737 per filing). Assets: $8M.

#10,709
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY

Mark Twain Behavioral Health Employees Tax Deferred's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mark Twain Behavioral Health Employees Tax Deferred vs every filed plan by assets

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

$8,466,157 Top 45% higher than 55% 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

Mark Twain Behavioral Health Employees Tax Deferred 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. Mark Twain Behavioral Health Employees Tax Deferred sits mid-pack in the medium band (219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mark Twain Behavioral Health Employees Tax Deferred reported net income rose from -$275K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mark Twain Behavioral Health Employees Tax Deferred end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mark Twain Behavioral Health Employees Tax Deferred reported participants rose from 207 in the plan year 2022 filing to 219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431020989 · Mark Twain Association for Mental Health, Inc. PY 2023 · Profit Sharing

Mark Twain Behavioral Health Employees Tax Deferred · $8M · 219 · 55th

  • BOOK $8M
  • BOOK 219
  • BOOK 55th
  • BOOK Profit Sharing
  • BOOK near Beer Industry - Local Union No. 703 Individual Account Plan
  • BOOK ind #10709

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 Missouri →

Mark Twain Behavioral Health Employees Tax Deferred in the asset neighbourhood

Mark Twain Behavioral Health Employees Tax DeferredMark Twain Behavioral Health…$8MBeer Industry - Local Union No. 703 Individual Account PlanBeer Industry - Local Union …$8MCara Mia Solutions, Inc. Profit Sharing PlanCara Mia Solutions, Inc. Pro…$8MRuland Family Dentistry PA PspRuland Family Dentistry PA P…$8MCity Wide Profit Sharing Plan$8M
End-of-year total assets ($M) among Mark Twain Behavioral Health Employees Tax Deferred and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN431020989
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark Twain Association for Mental Health, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$10M 42.93990400855495% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.91M $9.88M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 207 $7M
2023 1 219 $8M
2024 1 233 $10M

Nearby Profit Sharing Plans in Missouri

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

Mark Twain Behavioral Health Employees Tax Deferred vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Mark Twain Behavioral Health Employees Tax Deferred, Total assets ($B): 0.008466157 · Participants: 219Mark Twain Behavioral Health Employees Tax DeferredBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Mark Twain Behavioral Health Employees Tax Deferred vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Mark Twain Behavioral Health Employees Tax Deferred side-by-side with 3 peers →

Mark Twain Behavioral Health Employees Tax Deferred's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Beer Industry - Local Union No. 703 Individual Account Plan in IL ($8M); by covered participants it is The Wells Group, LLC Profit Sharing Plan in KY (219 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (219 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 Mark Twain Behavioral Health Employees Tax Deferred assets move in 2023? ▼
Mark Twain Behavioral Health Employees Tax Deferred grew sharply - up 22.5% during 2023, from $7M to $8M. Reported net income was $2M.
How have Mark Twain Association for Mental Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Twain Association for Mental Health, Inc.'s sponsor-wide assets grew 42.9%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Mark Twain Behavioral Health Employees Tax Deferred? ▼
Among Profit Sharing plans in other states, the closest by assets is Beer Industry - Local Union No. 703 Individual Account Plan in IL ($8M, 674 participants).
Which Profit Sharing plans cover a similar participant headcount to Mark Twain Behavioral Health Employees Tax Deferred? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Wells Group, LLC Profit Sharing Plan in KY (219 participants, $13M 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 431020989.

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.