Other · DOL Form 5500 · 2023

Mental Health Cooperative Inc. Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
775
Participants Near avg headcount
85th
Percentile by assets National rank
$62,082
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Cooperative Retirement Plan · Sponsored by Mental Health Cooperative Inc. · Tennessee · Healthcare & Social Assistance

$48M in assets, 775 participants

Mental Health Cooperative Inc.'s Mental Health Cooperative Retirement Plan reported $48M in total assets and 775 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,461 in Healthcare & Social Assistance (17,684 peers)

Where Mental Health Cooperative Retirement Plan sits by assets

Mental Health Cooperative Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 775 participants (~$62,082/participant), up 25.8% in 2023.

#15,461
in Healthcare & Social Assistance (17,684 peers)
+25.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mental Health Cooperative Retirement Plan's outsized position by total assets

Mental Health Cooperative Retirement Plan vs every filed plan by assets

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

$48,113,648 Top 15% higher than 85% 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

Mental Health Cooperative 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. Mental Health Cooperative Retirement Plan sits mid-pack in the medium band (775 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mental Health Cooperative Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mental Health Cooperative Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Mental Health Cooperative Retirement Plan reported participants rose from 737 in the plan year 2022 filing to 775 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582018687 · Mental Health Cooperative Inc. PY 2023 · Other

Mental Health Cooperative Retirement Plan · $48M · 775 · 85th

  • EIN $48M
  • RANK 775
  • PHOTO 85th
  • IND Other
  • EOY near Minneapolis Institute of Art Retirement and Savings Plan
  • 5500 ind #15461

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 Tennessee →

Mental Health Cooperative Retirement Plan in the asset neighbourhood

Wyoming Seminary Defined Contribution Retirement PlanWyoming Seminary Defined Con…$48MMinneapolis Institute of Art Retirement and Savings PlanMinneapolis Institute of Art…$48MMental Health Cooperative Retirement PlanMental Health Cooperative Re…$48MThe College of Idaho 403(b) Retirement PlanThe College of Idaho 403(b) …$48MValley Christian Schools Retirement PlanValley Christian Schools Ret…$48M
End-of-year total assets ($M) among Mental Health Cooperative Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$48M
Net Income$10M
Employer EIN582018687
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Cooperative Inc.)

Sponsor-wide plan assets over time

All Mental Health Cooperative Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.14768044583108% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.3M $52.8M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 737 $38M
2023 1 775 $48M
2024 1 869 $53M

Nearby Other Plans in Tennessee

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

Mental Health Cooperative Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Mental Health Cooperative Retirement Plan, Total assets ($B): 0.048113648 · Participants: 775Mental Health Cooperative Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Mental Health Cooperative Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Mental Health Cooperative Retirement Plan side-by-side with 3 peers →

Mental Health Cooperative Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Minneapolis Institute of Art Retirement and Savings Plan in MN ($48M); by covered participants it is Christian Academy School System 403(b) Plan in KY (775 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (775 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 Mental Health Cooperative Retirement Plan assets move in 2023? ▼
Mental Health Cooperative Retirement Plan grew sharply - up 25.8% during 2023, from $38M to $48M. Reported net income was $10M.
How have Mental Health Cooperative Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Cooperative Inc.'s sponsor-wide assets grew 38.1%, from $38M to $53M.
Where does Mental Health Cooperative Retirement Plan rank by assets among Form 5500 filers? ▼
Mental Health Cooperative Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mental Health Cooperative Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Minneapolis Institute of Art Retirement and Savings Plan in MN ($48M, 189 participants).
Which Other plans cover a similar participant headcount to Mental Health Cooperative Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Christian Academy School System 403(b) Plan in KY (775 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582018687.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.