Defined Benefit (Pension) · DOL Form 5500 · 2023

Southern Highlands Community Mental Health Center, Inc. Pension Plan

Data updated 2026-08-25

$922K
Total assets Small plan by assets
36
Participants Small participant base
23rd
Percentile by assets National rank
$25,597
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan · Sponsored by Southern Highlands Community Mental Health Center, Inc. · West Virginia · Healthcare & Social Assistance

$922K in assets, 36 participants

Southern Highlands Community Mental Health Center, Inc.'s Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan reported $922K in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,291 in Healthcare & Social Assistance (17,684 peers)

Southern Highlands Community Mental Health Center, Inc. multi-year trail

Southern Highlands Community Mental Health Center, Inc.'s plans moved -16.0% in assets from 2022 to 2024; this filing shows Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan at $922K / 36 participants.

#3,291
in Healthcare & Social Assistance (17,684 peers)
-62.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan among the smaller filed plans by assets

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan vs every filed plan by assets

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

$921,504 23rd percentile higher than 23% 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

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan reported net income fell from -$799K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan end-of-year assets fell from $2M in the plan year 2022 filing to $922K in the plan year 2023 filing.
  • Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan reported participants fell from 37 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550521143 · Southern Highlands Community Mental Health Center, Inc. PY 2023 · Defined Benefit (Pension)

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan · $922K · 36 · 23rd

  • RANK $922K
  • RANK 36
  • RANK 23rd
  • RANK Defined Benefit (Pension)
  • RANK near Glenn Segal Physical Therapy P.C. Cash Balance Plan
  • RANK ind #3291

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 West Virginia →

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan in the asset neighbourhood

Western Growers Pension Trust Plan aWestern Growers Pension Trus…$929KCrackerpants Inc Defined Benefit Pension PlanCrackerpants Inc Defined Ben…$931KSouthern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment PlanSouthern Highlands Community…$922KGlenn Segal Physical Therapy P.C. Cash Balance PlanGlenn Segal Physical Therapy…$920KNew Digital It Inc. Cash Balance PlanNew Digital It Inc. Cash Bal…$917K
End-of-year total assets ($M) among Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Southern Highlands Community Mental Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Southern Highlands Community Mental Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 15.968444623541641% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $4.47M $3.76M ▼ -15.9%
Year Plans Participants Total Assets
2022 2 492 $4M
2023 2 473 $4M
2024 1 392 $4M

Southern Highlands Community Mental Health Center, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$922K
Net Income-$2M
Employer EIN550521143
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in West Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -2000200400600 Total assets ($M) Participants Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan, Total assets ($M): 0.921504 · Participants: 36Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment PlanWest Virginia Laborers Pension Trust Fund, Total assets ($M): 555.630528 · Participants: 1965West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 548.257437 · Participants: 1559I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 447.078317 · Participants: 234United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund, Total assets ($M): 419.92467 · Participants: 1453Employer - Teamsters Local Nos 175 & 505 Pension Trust FundMaryland Electrical Industry Pension Plan, Total assets ($M): 267.765025 · Participants: 1667Maryland Electrical Industry Pension Plan
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Glenn Segal Physical Therapy P.C. Cash Balance Plan in NY ($920K); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan assets move in 2023?
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan contracted severely - down 62.2% during 2023, from $2M to $922K. Reported net income was -$2M.
How have Southern Highlands Community Mental Health Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern Highlands Community Mental Health Center, Inc.'s sponsor-wide assets declined 16.0%, from $4M to $4M.
Where does Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan rank by assets among Form 5500 filers?
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Glenn Segal Physical Therapy P.C. Cash Balance Plan in NY ($920K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants, $14M in assets).