Profit Sharing · DOL Form 5500 · 2023

The Mental Health Association of Westchester County Inc. Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
213
Participants
59th
Percentile by assets
$47,776
Avg per participant
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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.

  • 59th percentile by assets (of 127,072 plans)
  • #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.

$10M
total plan assets (2023 EOY)
213
covered participants
59th
percentile by assets (of 127,072 plans)
$47,776
avg assets per participant

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.

See the national 2022→2023 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Mental Health Association of Westchester County, Inc. Profit Sharing Plan reports 213 participants - about 27% of that state average ($10M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN131740002
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mental Health Association of Westchester County Inc.)

$10M$15M$20M$25M$30M 202220232024 $15.1M $26.3M ▲ +73.8%
Total plan assets by year, all The Mental Health Association of Westchester County Inc. plans on file
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.

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants The Mental Health As…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Mental Health Association of Westchester County, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did The Mental Health Association of Westchester County, Inc. Profit Sharing Plan assets move in 2023?
The Mental Health Association of Westchester County, Inc. Profit Sharing Plan grew sharply - up 21.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Mental Health Association of Westchester County Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Mental Health Association of Westchester County Inc.'s sponsor-wide assets grew 73.8%, from $15M to $26M.
Which Profit Sharing plans are similar in size to The Mental Health Association of Westchester County, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Servicios Legales De Pr, Inc. Coda Profit Sharing Plan in PR ($10M, 154 participants).

Next read for The Mental Health Association of Westche…

Filing takeaways

Ways to act on The Mental Health Association of Westchester County, Inc. Profit Sharing Plan's numbers.

  • By total assets, The Mental Health Association of Westchester County, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • The Mental Health Association of Westchester County Inc.'s sponsor-wide assets have grown 73.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans