Other · DOL Form 5500 · 2023

Mental Health Partnerships Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
150
Participants Small participant base
48th
Percentile by assets National rank
$39,631
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Partnerships Tax Sheltered Annuity Plan · Sponsored by Mental Health Partnerships · Pennsylvania · Healthcare & Social Assistance

$6M in assets, 150 participants

Mental Health Partnerships's Mental Health Partnerships Tax Sheltered Annuity Plan reported $6M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,273 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Mental Health Partnerships Tax Sheltered Annuity Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#9,273
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

Mental Health Partnerships Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Partnerships Tax Sheltered Annuity Plan vs every filed plan by assets

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

$5,944,676 48th percentile higher than 48% 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

Mental Health Partnerships Tax Sheltered Annuity 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. Mental Health Partnerships Tax Sheltered Annuity Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mental Health Partnerships Tax Sheltered Annuity Plan reported net income rose from -$66K in the plan year 2022 filing to $630K in the plan year 2023 filing.
  • Mental Health Partnerships Tax Sheltered Annuity Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mental Health Partnerships Tax Sheltered Annuity Plan reported participants rose from 141 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231425035 · Mental Health Partnerships PY 2023 · Other

Mental Health Partnerships Tax Sheltered Annuity Plan · $6M · 150 · 48th

  • PCT $6M
  • EIN 150
  • RANK 48th
  • PHOTO Other
  • IND near New Communities, Inc. 403(b) Plan
  • EOY ind #9273

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 Pennsylvania →

Mental Health Partnerships Tax Sheltered Annuity Plan in the asset neighbourhood

Mental Health Partnerships Tax Sheltered Annuity PlanMental Health Partnerships T…$6MNew Communities, Inc. 403(b) PlanNew Communities, Inc. 403(b)…$6M403(b) Thrift Plan for Employees of Change, Incorporated403(b) Thrift Plan for Emplo…$6MCommunity Youth Center 403(b) Retirement PlanCommunity Youth Center 403(b…$6MJackson Preparatory School 403(b) DC PlanJackson Preparatory School 4…$6M
End-of-year total assets ($M) among Mental Health Partnerships Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$630K
Employer EIN231425035
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Partnerships)

Sponsor-wide plan assets over time

All Mental Health Partnerships plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.204186933106495% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.31M $6.55M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 141 $5M
2023 1 150 $6M
2024 1 172 $7M

Nearby Other Plans in Pennsylvania

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

Mental Health Partnerships Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Mental Health Partnerships Tax Sheltered Annuity Plan, Total assets ($B): 0.005944676 · Participants: 150Mental Health Partnerships Tax Sheltered Annuity PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Mental Health Partnerships Tax Sheltered Annuity Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Mental Health Partnerships Tax Sheltered Annuity Plan side-by-side with 3 peers →

Mental Health Partnerships Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is New Communities, Inc. 403(b) Plan in ME ($6M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Mental Health Partnerships Tax Sheltered Annuity Plan assets move in 2023? ▼
Mental Health Partnerships Tax Sheltered Annuity Plan grew at a solid clip - up 11.9% during 2023, from $5M to $6M. Reported net income was $630K.
How have Mental Health Partnerships plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Partnerships's sponsor-wide assets grew 23.2%, from $5M to $7M.
Which Other plans are similar in size to Mental Health Partnerships Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is New Communities, Inc. 403(b) Plan in ME ($6M, 344 participants).
Which Other plans cover a similar participant headcount to Mental Health Partnerships Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Training Education and Manpower, Inc. Retirement Plan in CT (150 participants, $5M in assets).

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 231425035.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.