401(k) · DOL Form 5500 · 2023
Mental Health Association of Essex and Morris, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $47,664
- Avg per participant Low balance/head
Official DOL plan name: Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan · Sponsored by Mental Health Association of Essex and Morris, Inc. · New Jersey · Healthcare & Social Assistance
$9M in assets, 188 participants
Mental Health Association of Essex and Morris, Inc.'s Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan reported $9M in total assets and 188 participants in its 2023 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.
- #10,942 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan covers 188 participants in New Jersey, about 22% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.
- #10,942
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,960,781 Top 44% higher than 56% 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
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing 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. Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan reported net income rose from -$598K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan reported participants rose from 163 in the plan year 2022 filing to 188 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 221568147 · Mental Health Association of Essex and Morris, Inc. PY 2023 · 401(k)
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan · $9M · 188 · 56th
- EIN $9M
- EIN 188
- EIN 56th
- EIN 401(k)
- EIN near Hmf 401(k) Retirement Plan
- EIN ind #10942
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 Jersey →
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 221568147 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Association of Essex and Morris, Inc.)
Sponsor-wide plan assets over time
All Mental Health Association of Essex and Morris, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 41.73552291545805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $8M |
| 2023 | 1 | 188 | $9M |
| 2024 | 1 | 224 | $11M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Hmf 401(k) Retirement Plan in OH ($9M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Advantmed 401(k) and Profit Sharing Plan (CA) 188 · 0 off
- Sesloc Federal Credit Union 401(k) Profit Sharing Plan (CA) 188 · 0 off
- Deci 401(k) Plan (NC) 188 · 0 off
- Tcg 401(k) Plan (DC) 188 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.