Other · DOL Form 5500 · 2023

Behavioral Health Resources Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
154
Participants Small participant base
43rd
Percentile by assets National rank
$29,765
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Health Resources Retirement Plan · Sponsored by Behavioral Health Resources · Washington · Healthcare & Social Assistance

$5M in assets, 154 participants

Behavioral Health Resources's Behavioral Health Resources Retirement Plan reported $5M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,166 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Behavioral Health Resources Retirement Plan covers 154 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.

#8,166
in Healthcare & Social Assistance (17,684 peers)
+29.4%
assets growth YoY

Behavioral Health Resources Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Behavioral Health Resources Retirement Plan vs every filed plan by assets

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

$4,583,824 43rd percentile higher than 43% 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

Behavioral Health Resources 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. Behavioral Health Resources Retirement Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Behavioral Health Resources Retirement Plan reported net income rose from -$207K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Behavioral Health Resources Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Behavioral Health Resources Retirement Plan reported participants fell from 158 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 910666889 · Behavioral Health Resources PY 2023 · Other

Behavioral Health Resources Retirement Plan · $5M · 154 · 43rd

  • PART $5M
  • TYPE 154
  • NET 43rd
  • BOOK Other
  • VS-ST near National Forest Foundation Defined Contribution Retirement Plan
  • BOY ind #8166

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 Washington →

Behavioral Health Resources Retirement Plan in the asset neighbourhood

Behavioral Health Resources Retirement PlanBehavioral Health Resources …$5MNational Forest Foundation Defined Contribution Retirement PlanNational Forest Foundation D…$5MTri-Valley, Inc. 403(b) Plan$5MBehavioral Healthcare Partners of Central Ohio, Inc. 403(b) PlanBehavioral Healthcare Partne…$5M403(b) Thrift Plan of Amanecer Community Counseling Service403(b) Thrift Plan of Amanec…$5M
End-of-year total assets ($M) among Behavioral Health Resources Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN910666889
Plan Effective Date2016-11-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Behavioral Health Resources)

Sponsor-wide plan assets over time

All Behavioral Health Resources plans reported in each filing year

Latest sponsor-wide plan assets
$6M 56.91571983093198% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.54M $5.56M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 158 $4M
2023 1 154 $5M
2024 1 152 $6M

Nearby Other Plans in Washington

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

Behavioral Health Resources Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Behavioral Health Resources Retirement Plan, Total assets ($B): 0.004583824 · Participants: 154Behavioral Health Resources Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Behavioral Health Resources Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Behavioral Health Resources Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is National Forest Foundation Defined Contribution Retirement Plan in MT ($5M); by covered participants it is Eversight 403(b) DC Plan in MI (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Behavioral Health Resources Retirement Plan assets move in 2023?
Behavioral Health Resources Retirement Plan grew sharply - up 29.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Behavioral Health Resources plan assets changed over time?
Across 3 plan years on file (2022-2024), Behavioral Health Resources's sponsor-wide assets grew 56.9%, from $4M to $6M.
Which Other plans are similar in size to Behavioral Health Resources Retirement Plan?
Among Other plans in other states, the closest by assets is National Forest Foundation Defined Contribution Retirement Plan in MT ($5M, 55 participants).
Which Other plans cover a similar participant headcount to Behavioral Health Resources Retirement Plan?
Among Other plans in other states, the closest by covered participants is Eversight 403(b) DC Plan in MI (154 participants, $23M in assets).