401(k) · DOL Form 5500 · 2023

Jefferson Center for Mental Health 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
661
Participants Below avg headcount
83rd
Percentile by assets National rank
$62,649
Avg per participant Low balance/head
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Official DOL plan name: Jefferson Center for Mental Health Savings Plan · Sponsored by Jefferson Center for Mental Health · Colorado · Healthcare & Social Assistance

$41M in assets, 661 participants

Jefferson Center for Mental Health's Jefferson Center for Mental Health Savings Plan reported $41M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,197 in Healthcare & Social Assistance (17,684 peers)

Where Jefferson Center for Mental Health Savings Plan sits by assets

Jefferson Center for Mental Health Savings Plan sits in the top quartile of all filed plans by assets, $41M for 661 participants (~$62,649/participant), up 22.9% in 2023.

#15,197
in Healthcare & Social Assistance (17,684 peers)
+22.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jefferson Center for Mental Health Savings Plan's outsized position by total assets

Jefferson Center for Mental Health Savings Plan vs every filed plan by assets

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

$41,410,777 Top 17% higher than 83% 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

Jefferson Center for Mental Health Savings 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. Jefferson Center for Mental Health Savings Plan sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferson Center for Mental Health Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Jefferson Center for Mental Health Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Jefferson Center for Mental Health Savings Plan reported participants rose from 597 in the plan year 2022 filing to 661 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840474717 · Jefferson Center for Mental Health PY 2023 · 401(k)

Jefferson Center for Mental Health Savings Plan · $41M · 661 · 83rd

  • TYPE $41M
  • NET 661
  • BOOK 83rd
  • VS-ST 401(k)
  • BOY near Futura Title & Escrow, LLC Plan
  • SCH ind #15197

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 Colorado →

Jefferson Center for Mental Health Savings Plan in the asset neighbourhood

Jefferson Center for Mental Health Savings PlanJefferson Center for Mental …$41MFutura Title & Escrow, LLC PlanFutura Title & Escrow, LLC P…$41MUniversal Technical Resource Services, Inc. 401(k) Profit Sharing PlanUniversal Technical Resource…$41MDynatect Manufacturing, Inc. Retirement & Employee Savings PlanDynatect Manufacturing, Inc.…$41MWilson Construction Company 401(k) Profit Sharing PlanWilson Construction Company …$41M
End-of-year total assets ($M) among Jefferson Center for Mental Health Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN840474717
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferson Center for Mental Health)

Sponsor-wide plan assets over time

All Jefferson Center for Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$46M 35.68565393359469% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 1,172 $34M
2023 1 661 $41M
2024 2 1,590 $46M

Nearby 401(k) Plans in Colorado

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jefferson Center for Mental Health Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Jefferson Center for Mental Health Savings Plan, Total assets ($B): 0.041410777 · Participants: 661Jefferson Center for Mental Health Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Jefferson Center for Mental Health Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Jefferson Center for Mental Health Savings Plan side-by-side with 3 peers →

Jefferson Center for Mental Health Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Futura Title & Escrow, LLC Plan in ID ($41M); by covered participants it is Jrmb II, Inc. 401(k) Plan in OK (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 Jefferson Center for Mental Health Savings Plan assets move in 2023? ▼
Jefferson Center for Mental Health Savings Plan grew sharply - up 22.9% during 2023, from $34M to $41M. Reported net income was $8M.
How have Jefferson Center for Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Center for Mental Health's sponsor-wide assets grew 35.7%, from $34M to $46M.
Where does Jefferson Center for Mental Health Savings Plan rank by assets among Form 5500 filers? ▼
Jefferson Center for Mental Health Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Jefferson Center for Mental Health Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Futura Title & Escrow, LLC Plan in ID ($41M, 587 participants).
Which 401(k) plans cover a similar participant headcount to Jefferson Center for Mental Health Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jrmb II, Inc. 401(k) Plan in OK (661 participants, $28M 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 840474717.

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.