Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health

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

Sponsored by Postgraduate Center for Mental Health · New York · Healthcare & Social Assistance

What the 2023 filing shows

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health holds $3M for 434 participants — about $5,827 per participant, up 10.5% over the 2023 plan year.

$3M
total plan assets (2023 EOY)
434
covered participants
$5,827
avg assets per participant
+10.5%
assets growth YoY
Total Assets (2023)
$3M
Participants
434
State
Industry
Healthcare & Social Assistance

What the Filing Says About Tax Deferred Annuity Plan of Postgraduate Center for Mental Health

Tax Deferred Annuity Plan of Postgraduate Center for Mental Health is a Profit Sharing retirement plan sponsored by Postgraduate Center for Mental Health, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 434 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 131656681, and the plan has been effective since 1981-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $3M at year-end — a gain of 10.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $239K 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 2 prior plan-year filings 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 — 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)$3M
Net Assets (End of Year)$3M
Net Income$239K
Plan TypeProfit Sharing
Employer EIN131656681
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Postgraduate Center for Mental Health)

Year Plans Participants Total Assets
2022 3 871 $24M
2023 3 946 $28M
2024 2 549 $23M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Tax Deferred Annuity Plan of Postgraduate Center for Mental Health?
As of the 2023 Form 5500 filing, Tax Deferred Annuity Plan of Postgraduate Center for Mental Health holds $3M in total assets with 434 participants. It is sponsored by Postgraduate Center for Mental Health.
What type of plan is Tax Deferred Annuity Plan of Postgraduate Center for Mental Health?
Tax Deferred Annuity Plan of Postgraduate Center for Mental Health is a Profit Sharing plan. It has been effective since 1981-12-01. The plan is filed with the U.S. Department of Labor under EIN 131656681.
Who sponsors the Tax Deferred Annuity Plan of Postgraduate Center for Mental Health?
Tax Deferred Annuity Plan of Postgraduate Center for Mental Health is sponsored by Postgraduate Center for Mental Health, located in New York. The sponsor's EIN is 131656681 and the plan operates in the Healthcare & Social Assistance industry.
How did Tax Deferred Annuity Plan of Postgraduate Center for Mental Health perform in 2023?
Tax Deferred Annuity Plan of Postgraduate Center for Mental Health grew by 10.5% during 2023, moving from $2M to $3M in total assets. Net income was $239K.
Where can I find official filings for Tax Deferred Annuity Plan of Postgraduate Center for Mental Health?
Official Form 5500 filings for Tax Deferred Annuity Plan of Postgraduate Center for Mental Health are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131656681 or plan name at efast.dol.gov.
How does Tax Deferred Annuity Plan of Postgraduate Center for Mental Health compare to other plans?
You can compare Tax Deferred Annuity Plan of Postgraduate Center for Mental Health against other Profit Sharing plans on the plan type page, or view plans in New York 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) — original filing retrieval by EIN 131656681.

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

Reference: IRS Publication 590-B — 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.