Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Southern Highlands Community Mental Health Center, Inc. Β· West Virginia Β· Healthcare & Social Assistance

What the 2023 filing shows

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan holds $922K for 36 participants - about $25,597 per participant, down 62.2% over the 2023 plan year.

$922K
total plan assets (2023 EOY)
36
covered participants
$25,597
avg assets per participant
-62.2%
assets change YoY

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

Total Assets (2023)
$922K
Participants
36
Industry
Healthcare & Social Assistance

What the Filing Says About Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan

Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan is a Defined Benefit (Pension) retirement plan sponsored by Southern Highlands Community Mental Health Center, Inc., headquartered in West Virginia. As of the 2023 Form 5500 filing, the plan reports $922K in total end-of-year assets and covers 36 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550521143, and the plan has been effective since 1973-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $922K at year-end β€” a decline of 62.2%. Net assets (after liabilities) closed the year at $922K, with reported net income of $-1,516,557 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$922K
Net Assets (End of Year)$922K
Net Income$-1,516,557
Plan TypeDefined Benefit (Pension)
Employer EIN550521143
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Highlands Community Mental Health Center, Inc.)

Year Plans Participants Total Assets
2022 2 492 $4M
2023 2 473 $4M

Nearby Defined Benefit (Pension) Plans in West Virginia

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

Frequently Asked Questions

How much money is in the Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan?
As of the 2023 Form 5500 filing, Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan holds $922K in total assets with 36 participants. It is sponsored by Southern Highlands Community Mental Health Center, Inc..
What type of plan is Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan?
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan is a Defined Benefit (Pension) plan. It has been effective since 1973-01-01. The plan is filed with the U.S. Department of Labor under EIN 550521143.
Who sponsors the Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan?
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan is sponsored by Southern Highlands Community Mental Health Center, Inc., located in West Virginia. The sponsor's EIN is 550521143 and the plan operates in the Healthcare & Social Assistance industry.
How did Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan perform in 2023?
Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan declined by 62.2% during 2023, moving from $2M to $922K in total assets. Net income was $-1,516,557.
Where can I find official filings for Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan?
Official Form 5500 filings for Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550521143 or plan name at efast.dol.gov.
How does Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan compare to other plans?
You can compare Southern Highlands Community Mental Health Center, Inc. Employees' Pension and Investment Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 550521143.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.