401(k) · DOL Form 5500 · 2023
The Upper Manhattan Mental Health Center, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $12,918
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. · Sponsored by The Upper Manhattan Mental Health Center, Inc. · New York · Healthcare & Social Assistance
$3M in assets, 255 participants
The Upper Manhattan Mental Health Center, Inc.'s 403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. reported $3M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,820 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. covers 255 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #6,820
- in Healthcare & Social Assistance (17,684 peers)
- +14.9%
- assets growth YoY
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,294,112 37th percentile higher than 37% 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
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. 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. 403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. sits mid-pack in the medium band (255 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. reported net income rose from -$371K in the plan year 2022 filing to $428K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. reported participants rose from 123 in the plan year 2022 filing to 255 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133389470 · The Upper Manhattan Mental Health Center, Inc. PY 2023 · 401(k)
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. · $3M · 255 · 37th
- EBSA $3M
- PART 255
- TYPE 37th
- NET 401(k)
- BOOK near Southeastern Overhead Door, Inc. 401(k) Plan
- VS-ST ind #6820
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 →
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $428K |
| Employer EIN | 133389470 |
| Plan Effective Date | 1995-10-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Upper Manhattan Mental Health Center, Inc.)
Sponsor-wide plan assets over time
All The Upper Manhattan Mental Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.2332629564034% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 179 | $5M |
| 2023 | 2 | 309 | $6M |
| 2024 | 2 | 301 | $6M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
403(b) Thrift Plan for Employees of the Upper Manhattan Mental Health Center, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Southeastern Overhead Door, Inc. 401(k) Plan in LA ($3M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Johnson & Towers Inc. Thrift Savings Plan (NJ) 255 · 0 off
- Acquistapace Harvesting, Inc. 401(k) Plan (CA) 255 · 0 off
- Sai360 401(k) Savings Plan (IL) 255 · 0 off
- Cleaveland/Price, Inc. 401(k) Plan (PA) 255 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.