Other · DOL Form 5500 · 2023

Postgraduate Center for Mental Health Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
434
Participants Below avg headcount
33rd
Percentile by assets National rank
$5,827
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Postgraduate Center for Mental Health · Sponsored by Postgraduate Center for Mental Health · New York · Healthcare & Social Assistance

$3M in assets, 434 participants

Postgraduate Center for Mental Health's Tax Deferred Annuity Plan of Postgraduate Center for Mental Health reported $3M in total assets and 434 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,856 in Healthcare & Social Assistance (17,684 peers)

Postgraduate Center for Mental Health multi-year trail

Postgraduate Center for Mental Health's plans moved +32.8% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Postgraduate Center for Mental Health at $3M / 434 participants.

#5,856
in Healthcare & Social Assistance (17,684 peers)
+10.5%
assets growth YoY

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health among the smaller filed plans by assets

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health vs every filed plan by assets

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

$2,528,720 33rd percentile higher than 33% 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

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health 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 Postgraduate Center for Mental Health sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Postgraduate Center for Mental Health reported net income rose from -$130K in the plan year 2022 filing to $239K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Postgraduate Center for Mental Health reported participants fell from 493 in the plan year 2022 filing to 434 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Postgraduate Center for Mental Health end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131656681 · Postgraduate Center for Mental Health PY 2023 · Other

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health · $3M · 434 · 33rd

  • SCH $3M
  • EBSA 434
  • PART 33rd
  • TYPE Other
  • NET near Lulac Head Start, Inc. 403(b) Retirement Plan
  • BOOK ind #5856

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 Postgraduate Center for Mental Health in the asset neighbourhood

The Learning Tree, Inc. 403(b) PlanThe Learning Tree, Inc. 403(…$3MSeattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3MTax Deferred Annuity Plan of Postgraduate Center for Mental HealthTax Deferred Annuity Plan of…$3MLulac Head Start, Inc. 403(b) Retirement PlanLulac Head Start, Inc. 403(b…$3MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$3M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Postgraduate Center for Mental Health and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Postgraduate Center for Mental Health multi-year asset trail

Sponsor-wide plan assets over time

All Postgraduate Center for Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$33M 32.77123381916215% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.5M $32.5M ▲ +32.8%
Year Plans Participants Total Assets
2022 3 871 $24M
2023 3 946 $28M
2024 3 826 $33M

Postgraduate Center for Mental Health filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$239K
Employer EIN131656681
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tax Deferred Annuity Plan of Postgraduate Center for Mental Health, Total assets ($B): 0.00252872 · Participants: 434Tax Deferred Annuity Plan of Postgraduate Center for Mental HealthNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Tax Deferred Annuity Plan of Postgraduate Center for Mental Health vs. nearby Other plans in New York, assets vs. participants

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lulac Head Start, Inc. 403(b) Retirement Plan in CT ($3M); by covered participants it is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA (434 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Tax Deferred Annuity Plan of Postgraduate Center for Mental Health assets move in 2023?
Tax Deferred Annuity Plan of Postgraduate Center for Mental Health grew at a solid clip - up 10.5% during 2023, from $2M to $3M. Reported net income was $239K.
How have Postgraduate Center for Mental Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Postgraduate Center for Mental Health's sponsor-wide assets grew 32.8%, from $24M to $33M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Postgraduate Center for Mental Health?
Among Other plans in other states, the closest by assets is Lulac Head Start, Inc. 403(b) Retirement Plan in CT ($3M, 92 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Postgraduate Center for Mental Health?
Among Other plans in other states, the closest by covered participants is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA (434 participants, $31M in assets).