Other · DOL Form 5500 · 2023
Tri-County Mental Health Services Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $28,275
- Avg per participant Low balance/head
Official DOL plan name: Tri-County Mental Health Services 403(b) Plan · Sponsored by Tri-County Mental Health Services · Maine · Healthcare & Social Assistance
$6M in assets, 197 participants
Tri-County Mental Health Services's Tri-County Mental Health Services 403(b) Plan reported $6M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #9,009 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maine
Tri-County Mental Health Services 403(b) Plan covers 197 participants in Maine, about 42% of the average Maine filer (state average ~472 per filing). Assets: $6M.
- #9,009
- in Healthcare & Social Assistance (17,684 peers)
- +7.8%
- assets growth YoY
Tri-County Mental Health Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tri-County Mental Health Services 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,570,153 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Tri-County Mental Health Services 403(b) Plan 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. Tri-County Mental Health Services 403(b) Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tri-County Mental Health Services 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $395K in the plan year 2023 filing.
- Tri-County Mental Health Services 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Tri-County Mental Health Services 403(b) Plan reported participants fell from 201 in the plan year 2022 filing to 197 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 010316813 · Tri-County Mental Health Services PY 2023 · Other
Tri-County Mental Health Services 403(b) Plan · $6M · 197 · 46th
- BOOK $6M
- BOOK 197
- BOOK 46th
- BOOK Other
- BOOK near Housing Assistance Corporation Employee Pension Plan
- BOOK ind #9009
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 Maine →
Tri-County Mental Health Services 403(b) Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $395K |
| Employer EIN | 010316813 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tri-County Mental Health Services)
Sponsor-wide plan assets over time
All Tri-County Mental Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 201 | $5M |
| 2023 | 1 | 197 | $6M |
| 2024 | 1 | 184 | N/A |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.1B · 22,008
- Northern Light Health Retirement Partnership 403(b) Plan $1.1B · 12,015
- Jax 403(b) Retirement Plan $526M · 2,592
- Mainegeneral Health 403(b) Retirement Plan $372M · 4,570
- Colby College Retirement Plan $278M · 916
Tri-County Mental Health Services 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Housing Assistance Corporation Employee Pension Plan in MA ($6M); by covered participants it is National Telecommuting Institute 403(b) DC Plan in MA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 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.