Other · DOL Form 5500 · 2023
The Mental Health Association of Westchester County Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 308
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $26,559
- Avg per participant Low balance/head
Official DOL plan name: The Mental Health Association of Westchester County, Inc. 403(b) Plan · Sponsored by The Mental Health Association of Westchester County Inc. · New York · Healthcare & Social Assistance
$8M in assets, 308 participants
The Mental Health Association of Westchester County Inc.'s The Mental Health Association of Westchester County, Inc. 403(b) Plan reported $8M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,583 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
The Mental Health Association of Westchester County, Inc. 403(b) Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #10,583
- in Healthcare & Social Assistance (17,684 peers)
- +22.1%
- assets growth YoY
The Mental Health Association of Westchester County, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Mental Health Association of Westchester County, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,180,245 Top 46% higher than 54% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Mental Health Association of Westchester County, Inc. 403(b) 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. The Mental Health Association of Westchester County, Inc. 403(b) Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Mental Health Association of Westchester County, Inc. 403(b) Plan reported net income rose from -$890K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Mental Health Association of Westchester County, Inc. 403(b) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- The Mental Health Association of Westchester County, Inc. 403(b) Plan reported participants rose from 289 in the plan year 2022 filing to 308 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131740002 · The Mental Health Association of Westchester County Inc. PY 2023 · Other
The Mental Health Association of Westchester County, Inc. 403(b) Plan · $8M · 308 · 54th
- EIN $8M
- EIN 308
- EIN 54th
- EIN Other
- EIN near Guardian Angels 403b Retirement Plan
- EIN ind #10583
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 →
The Mental Health Association of Westchester County, Inc. 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 131740002 |
| Plan Effective Date | 1994-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mental Health Association of Westchester County Inc.)
Sponsor-wide plan assets over time
All The Mental Health Association of Westchester County Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 73.82571980596124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 501 | $15M |
| 2023 | 2 | 521 | $18M |
| 2024 | 2 | 647 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Mental Health Association of Westchester County, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Guardian Angels 403b Retirement Plan in MN ($8M); by covered participants it is Wellpoint Care Network 403(b) Retirement Plan in WI (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Wellpoint Care Network 403(b) Retirement Plan (WI) 308 · 0 off
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) 308 · 0 off
- Haven Health Group, LLC Employee Benefit Plan (CA) 308 · 0 off
- Evergreen Treatment Services 403(b) Plan (WA) 308 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.