Other · DOL Form 5500 · 2023
Chartiers Community Mental Health and Retardation Center, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $57,666
- Avg per participant Low balance/head
Official DOL plan name: Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan · Sponsored by Chartiers Community Mental Health and Retardation Center, Inc. · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 121 participants
Chartiers Community Mental Health and Retardation Center, Inc.'s Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan reported $7M in total assets and 121 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.
- #9,947 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #9,947
- in Healthcare & Social Assistance (17,684 peers)
- +14.7%
- assets growth YoY
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,977,622 Top 49% higher than 51% 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
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) 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. Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan reported net income rose from -$910K in the plan year 2022 filing to $893K in the plan year 2023 filing.
- Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan reported participants fell from 153 in the plan year 2022 filing to 121 in the plan year 2023 filing.
- Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251203882 · Chartiers Community Mental Health and Retardation Center, Inc. PY 2023 · Other
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan · $7M · 121 · 51st
- NET $7M
- BOOK 121
- VS-ST 51st
- BOY Other
- SCH near Mental Health Association, Inc. 403(b) Retirement Plan
- EBSA ind #9947
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 Pennsylvania →
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $893K |
| Employer EIN | 251203882 |
| Plan Effective Date | 1981-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Chartiers Community Mental Health and Retardation Center, Inc.)
Sponsor-wide plan assets over time
All Chartiers Community Mental Health and Retardation Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 31.360571495244933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $6M |
| 2023 | 1 | 121 | $7M |
| 2024 | 1 | 88 | $8M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Mental Health Association, Inc. 403(b) Retirement Plan in MA ($7M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Canterbury School, Inc. 403(b) Retirement Plan (FL) 121 · 0 off
- Lisner-Louise-Dickson-Hurt Home 403 (B) Plan (DC) 121 · 0 off
- Piedmont Community Actions, Inc. 403(b) Plan (SC) 121 · 0 off
- 403(b) Thrift Plan of Human Development Commission (MI) 121 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.