Other · DOL Form 5500 · 2023

Green River Regional Mental Health/Mental Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
629
Participants Below avg headcount
51st
Percentile by assets National rank
$11,354
Avg per participant Low balance/head
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Official DOL plan name: River Valley and Affiliates 403(b) Retirement Savings Plan · Sponsored by Green River Regional Mental Health/Mental · Kentucky · Other Services

$7M in assets, 629 participants

Green River Regional Mental Health/Mental's River Valley and Affiliates 403(b) Retirement Savings Plan reported $7M in total assets and 629 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,604 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, River Valley and Affiliates 403(b) Retirement Savings Plan ranks #5,604 of 7,857 2023 filers by assets (281% of the sector average)-$7M for 629 participants.

#5,604
in Other Services (7,857 peers)
+6.0%
assets growth YoY

River Valley and Affiliates 403(b) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

River Valley and Affiliates 403(b) Retirement Savings Plan vs every filed plan by assets

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

$7,141,891 Top 49% higher than 51% 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

River Valley and Affiliates 403(b) Retirement Savings 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. River Valley and Affiliates 403(b) Retirement Savings Plan sits mid-pack in the medium band (629 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • River Valley and Affiliates 403(b) Retirement Savings Plan reported net income rose from -$852K in the plan year 2022 filing to $407K in the plan year 2023 filing.
  • River Valley and Affiliates 403(b) Retirement Savings Plan reported participants rose from 464 in the plan year 2022 filing to 629 in the plan year 2023 filing.
  • River Valley and Affiliates 403(b) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 610668290 · Green River Regional Mental Health/Mental PY 2023 · Other

River Valley and Affiliates 403(b) Retirement Savings Plan · $7M · 629 · 51st

  • RANK $7M
  • PHOTO 629
  • IND 51st
  • EOY Other
  • 5500 near Western North Carolina Community Health Services 403(b) Retirement Plan
  • ASSETS ind #5604

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 Other Services retirement plans → · Plans in Kentucky →

River Valley and Affiliates 403(b) Retirement Savings Plan in the asset neighbourhood

Western North Carolina Community Health Services 403(b) Retirement PlanWestern North Carolina Commu…$7MAugustine Institute Retirement PlanAugustine Institute Retireme…$7MMinute Man Arc 403b Plan$7MRiver Valley and Affiliates 403(b) Retirement Savings PlanRiver Valley and Affiliates …$7MThe Cedars of Marin 403(b) DC PlanThe Cedars of Marin 403(b) D…$7M
End-of-year total assets ($M) among River Valley and Affiliates 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$407K
Employer EIN610668290
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Green River Regional Mental Health/Mental)

Sponsor-wide plan assets over time

All Green River Regional Mental Health/Mental plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.497781697669446% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.73M $7.44M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 464 $7M
2023 1 629 $7M
2024 1 540 $7M

Nearby Other Plans in Kentucky

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

River Valley and Affiliates 403(b) Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants River Valley and Affiliates 403(b) Retirement Savings Plan, Total assets ($B): 0.007141891 · Participants: 629River Valley and Affiliates 403(b) Retirement Savings PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
River Valley and Affiliates 403(b) Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants

River Valley and Affiliates 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Western North Carolina Community Health Services 403(b) Retirement Plan in NC ($7M); by covered participants it is Center for Employment Opportunities Tax Sheltered Annuity Plan in NY (629 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (629 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 River Valley and Affiliates 403(b) Retirement Savings Plan assets move in 2023?
River Valley and Affiliates 403(b) Retirement Savings Plan grew at a solid clip - up 6.0% during 2023, from $7M to $7M. Reported net income was $407K.
How have Green River Regional Mental Health/Mental plan assets changed over time?
Across 3 plan years on file (2022-2024), Green River Regional Mental Health/Mental's sponsor-wide assets grew 10.5%, from $7M to $7M.
Which Other plans are similar in size to River Valley and Affiliates 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Western North Carolina Community Health Services 403(b) Retirement Plan in NC ($7M, 235 participants).
Which Other plans cover a similar participant headcount to River Valley and Affiliates 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Center for Employment Opportunities Tax Sheltered Annuity Plan in NY (629 participants, $13M in assets).