Other · DOL Form 5500 · 2023
Promesa Behavioral Health Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $22,848
- Avg per participant Low balance/head
Official DOL plan name: Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan · Sponsored by Promesa Behavioral Health · California · Other Services
$3M in assets, 113 participants
Promesa Behavioral Health's Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan reported $3M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #4,544 in Other Services (7,857 peers)
Coverage in California
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $3M.
- #4,544
- in Other Services (7,857 peers)
- +18.3%
- assets growth YoY
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,581,771 34th percentile higher than 34% 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
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement 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. Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan reported net income rose from -$422K in the plan year 2022 filing to $400K in the plan year 2023 filing.
- Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan reported participants fell from 115 in the plan year 2022 filing to 113 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 770174896 · Promesa Behavioral Health PY 2023 · Other
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan · $3M · 113 · 34th
- ASSETS $3M
- PCT 113
- EIN 34th
- RANK Other
- PHOTO near The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan
- IND ind #4544
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 California →
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $400K |
| Employer EIN | 770174896 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Promesa Behavioral Health)
Sponsor-wide plan assets over time
All Promesa Behavioral Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.951719157266503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $2M |
| 2023 | 1 | 113 | $3M |
| 2024 | 1 | 119 | $3M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Promesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan in IN ($3M); by covered participants it is North Cross School 403(b) DC Plan in VA (113 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 (113 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.