Other · DOL Form 5500 · 2023
Mental Health Association in Orange County, Inc. Retirement Plan
Data updated 2026-08-25
- $603K
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $4,502
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. · Sponsored by Mental Health Association in Orange County, Inc. · New York · Healthcare & Social Assistance
$603K in assets, 134 participants
Mental Health Association in Orange County, Inc.'s Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. reported $603K in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #2,610 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $603K.
- #2,610
- in Healthcare & Social Assistance (17,684 peers)
- +47.7%
- assets growth YoY
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. among the smaller filed plans by assets
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$603,201 19th percentile higher than 19% 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
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. 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. Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. reported net income rose from $16K in the plan year 2022 filing to $191K in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. end-of-year assets rose from $408K in the plan year 2022 filing to $603K in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. reported participants rose from 118 in the plan year 2022 filing to 134 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 146024124 · Mental Health Association in Orange County, Inc. PY 2023 · Other
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. · $603K · 134 · 19th
- TYPE $603K
- TYPE 134
- TYPE 19th
- TYPE Other
- TYPE near Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan
- TYPE ind #2610
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 New York →
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $408K |
|---|---|
| Net Assets (End of Year) | $599K |
| Net Income | $191K |
| Employer EIN | 146024124 |
| Plan Effective Date | 1988-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Association in Orange County, Inc.)
Sponsor-wide plan assets over time
All Mental Health Association in Orange County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $815K 99.42789717326858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $408K |
| 2023 | 1 | 134 | $603K |
| 2024 | 1 | 138 | $815K |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH ($605K); by covered participants it is Franklin W. Olin College of Engineering 403(b) Retirement Plan in MA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($603K here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Franklin W. Olin College of Engineering 403(b) Retirement Plan (MA) 134 · 0 off
- The Committee for the Recognition of Nursing Achievement (Crona) Section 403(b) Retirement Plan (CA) 134 · 0 off
- Osceola Community Hospital Inc. Tax Deferred Annuity Plan (IA) 134 · 0 off
- Hamilton Continuing Care Center Retirement Plan (NJ) 134 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.