Other · DOL Form 5500 · 2023

Transitions - Mental Health Association Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 177
Participants Small participant base: 55th
Percentile by assets National rank: $46,795
Avg per participant Low balance/head

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Official DOL plan name: T-Mha Pension Plan · Sponsored by Transitions - Mental Health Association · California · Healthcare & Social Assistance

$8M in assets, 177 participants

Transitions - Mental Health Association's T-Mha Pension Plan reported $8M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#10,628 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

T-Mha Pension Plan covers 177 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,628
in Healthcare & Social Assistance (17,684 peers): +24.0%
assets growth YoY

T-Mha Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

T-Mha Pension Plan vs every filed plan by assets

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

$8,282,676 Top 45% higher than 55% 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

T-Mha Pension 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. T-Mha Pension Plan sits mid-pack in the medium band (177 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

T-Mha Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
T-Mha Pension Plan reported participants rose from 119 in the plan year 2022 filing to 177 in the plan year 2023 filing.
T-Mha Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953509040 · Transitions - Mental Health Association PY 2023 · Other

T-Mha Pension Plan · $8M · 177 · 55th

PCT $8M
PCT 177
PCT 55th
PCT Other
PCT near Madison Country Day School Defined Contribution Retirement Plan
PCT ind #10628

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 California →

End-of-year total assets ($M) among T-Mha Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	953509040
Plan Effective Date	2002-09-13
Filing Status	FILING RECEIVED

Sponsor Plan History (Transitions - Mental Health Association)

Latest sponsor-wide plan assets: $10M 44.918543491385094% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	119	$7M
2023	1	177	$8M
2024	1	243	$10M

Nearby Other Plans in California

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

T-Mha Pension Plan vs. nearby Other plans in California, assets vs. participants

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

Compare T-Mha Pension Plan side-by-side with 3 peers →

T-Mha Pension Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Madison Country Day School Defined Contribution Retirement Plan in WI ($8M); by covered participants it is The Blood Center 403(b) Retirement Savings Plan in LA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Madison Country Day School Defined Contribution Retirement Plan (WI) $8M · 101
Bellwether Housing Retirement Savings Plan (WA) $8M · 158
National Center on Institutions & Alternatives, Inc. 403(b) Plan (MD) $8M · 422
Lakeland Christian School, Inc. 403(b) Retirement Plan (FL) $8M · 148

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

The Blood Center 403(b) Retirement Savings Plan (LA) 177 · 0 off
Center for Energy and Environment Tax Deferred Annuity Plan (MN) 177 · 0 off
403(b) Thrift Plan for Employees of the Science Museum of Minnesota (MN) 177 · 0 off
Bloomfield College Tax Deferred Annuity Plan (NJ) 177 · 0 off

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 T-Mha Pension Plan assets move in 2023? ▼

T-Mha Pension Plan grew sharply - up 24.0% during 2023, from $7M to $8M. Reported net income was $2M.

How have Transitions - Mental Health Association plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Transitions - Mental Health Association's sponsor-wide assets grew 44.9%, from $7M to $10M.

Which Other plans are similar in size to T-Mha Pension Plan? ▼

Among Other plans in other states, the closest by assets is Madison Country Day School Defined Contribution Retirement Plan in WI ($8M, 101 participants).

Which Other plans cover a similar participant headcount to T-Mha Pension Plan? ▼

Among Other plans in other states, the closest by covered participants is The Blood Center 403(b) Retirement Savings Plan in LA (177 participants, $6M 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 953509040.