Profit Sharing · DOL Form 5500 · 2023
The Mental Health Association of Westchester County Inc. Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $47,776
- Avg per participant Low balance/head
Official DOL plan name: The Mental Health Association of Westchester County, Inc. Profit Sharing Plan · Sponsored by The Mental Health Association of Westchester County Inc. · New York · Healthcare & Social Assistance
$10M in assets, 213 participants
The Mental Health Association of Westchester County Inc.'s The Mental Health Association of Westchester County, Inc. Profit Sharing Plan reported $10M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,416 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan covers 213 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #11,416
- in Healthcare & Social Assistance (17,684 peers)
- +21.1%
- assets growth YoY
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,176,312 Top 41% higher than 59% 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. Profit Sharing 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. Profit Sharing Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Mental Health Association of Westchester County, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Mental Health Association of Westchester County, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131740002 · The Mental Health Association of Westchester County Inc. PY 2023 · Profit Sharing
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan · $10M · 213 · 59th
- RANK $10M
- PHOTO 213
- IND 59th
- EOY Profit Sharing
- 5500 near Servicios Legales De Pr, Inc. Coda Profit Sharing Plan
- ASSETS ind #11416
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. Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 131740002 |
| Plan Effective Date | 1991-01-01 |
| 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 Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Servicios Legales De Pr, Inc. Coda Profit Sharing Plan in PR ($10M); by covered participants it is United Mailing Services, Inc. Profit Sharing Plan in WI (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- United Mailing Services, Inc. Profit Sharing Plan (WI) 213 · 0 off
- Altira, Inc. Profit Sharing Plan (FL) 213 · 0 off
- Ppsftc 403(b) Plan (FL) 213 · 0 off
- Weaver Brothers, Inc. Profit Sharing Plan (OH) 214 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.