Money Purchase · DOL Form 5500 · 2023
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $28,932
- Avg per participant Low balance/head
Official DOL plan name: Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan · Sponsored by Mental Health Mental Retardation Authority of Brazos Valley · Texas · Healthcare & Social Assistance
$4M in assets, 139 participants
Mental Health Mental Retardation Authority of Brazos Valley's Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan reported $4M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,603 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan covers 139 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $4M.
- #7,603
- in Healthcare & Social Assistance (17,684 peers)
- +14.4%
- assets growth YoY
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,021,608 40th percentile higher than 40% 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 Mental Retardation Authority of Brazos Valley Money Purchase Pension 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 Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan reported net income rose from -$606K in the plan year 2022 filing to $506K in the plan year 2023 filing.
- Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan reported participants fell from 156 in the plan year 2022 filing to 139 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 741793265 · Mental Health Mental Retardation Authority of Brazos Valley PY 2023 · Money Purchase
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan · $4M · 139 · 40th
- RANK $4M
- PHOTO 139
- IND 40th
- EOY Money Purchase
- 5500 near Helping Hand of Goodwill Industries Extended Employment Sheltered Workshop Retirement Plan
- ASSETS ind #7603
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 Texas →
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $506K |
| Employer EIN | 741793265 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Mental Retardation Authority of Brazos Valley)
Sponsor-wide plan assets over time
All Mental Health Mental Retardation Authority of Brazos Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 28.693905750596528% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $4M |
| 2023 | 1 | 139 | $4M |
| 2024 | 1 | 145 | $5M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Occidental Petroleum Corporation Retirement Plan $1.1B · 8,018
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Texas, the nearest Money Purchase by assets is Helping Hand of Goodwill Industries Extended Employment Sheltered Workshop Retirement Plan in MO ($4M); by covered participants it is Duncan Regional Hospital Retirement Plan in OK (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Helping Hand of Goodwill Industries Extended Employment Sheltered Workshop Retirement Plan (MO) $4M · 80
- Uhhs Memorial Hospital of Geneva Employee Retirement Plan (OH) $4M · 47
- Kittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension Plan (MN) $4M · 170
- Freeman & Bass, P.a. Employees' Retirement Plan & Trust (NJ) $4M · 11
Similar participant headcount
Nearest other-state filings by covered participants (139 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.