Other · DOL Form 5500 · 2023

Mental Health Association, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
662
Participants Below avg headcount
51st
Percentile by assets National rank
$10,534
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Association, Inc. 403(b) Retirement Plan · Sponsored by Mental Health Association, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 662 participants

Mental Health Association, Inc.'s Mental Health Association, Inc. 403(b) Retirement Plan reported $7M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,946 in Healthcare & Social Assistance (17,684 peers)

Mental Health Association, Inc. multi-year trail

Mental Health Association, Inc.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Mental Health Association, Inc. 403(b) Retirement Plan at $7M / 662 participants.

#9,946
in Healthcare & Social Assistance (17,684 peers)
+8.7%
assets growth YoY

Mental Health Association, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Association, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$6,973,287 Top 49% higher than 51% 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 Association, Inc. 403(b) Retirement 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 Association, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mental Health Association, Inc. 403(b) Retirement Plan reported net income fell from $676K in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • Mental Health Association, Inc. 403(b) Retirement Plan reported participants rose from 573 in the plan year 2022 filing to 662 in the plan year 2023 filing.
  • Mental Health Association, Inc. 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 046197938 · Mental Health Association, Inc. PY 2023 · Other

Mental Health Association, Inc. 403(b) Retirement Plan · $7M · 662 · 51st

  • VS-ST $7M
  • BOY 662
  • SCH 51st
  • EBSA Other
  • PART near Communities in Schools of Houston Inc 403b DC Plan
  • TYPE ind #9946

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 Massachusetts →

Mental Health Association, Inc. 403(b) Retirement Plan in the asset neighbourhood

Bronx Charter School for Better LearningBronx Charter School for Bet…$7MRetirement Plan for Employees of Southwestern Connecticut Agency on Aging, Inc.Retirement Plan for Employee…$7MChartiers Community Mental Health and Retardation Center, Inc. 403(b) PlanChartiers Community Mental H…$7MMental Health Association, Inc. 403(b) Retirement PlanMental Health Association, I…$7MCommunities in Schools of Houston Inc 403b DC PlanCommunities in Schools of Ho…$7M
End-of-year total assets ($M) among Mental Health Association, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mental Health Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mental Health Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.50502472931176% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.42M $7.8M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 573 $6M
2023 1 662 $7M
2024 1 701 $8M

Mental Health Association, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$557K
Employer EIN046197938
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Mental Health Association, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Mental Health Association, Inc. 403(b) Retirement Plan, Total assets ($B): 0.006973287 · Participants: 662Mental Health Association, Inc. 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Mental Health Association, Inc. 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mental Health Association, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Mental Health Association, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Communities in Schools of Houston Inc 403b DC Plan in TX ($7M); by covered participants it is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI (662 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (662 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 Association, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Mental Health Association, Inc. 403(b) Retirement Plan grew at a solid clip - up 8.7% during 2023, from $6M to $7M. Reported net income was $557K.
How have Mental Health Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Association, Inc.'s sponsor-wide assets grew 21.5%, from $6M to $8M.
Which Other plans are similar in size to Mental Health Association, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Communities in Schools of Houston Inc 403b DC Plan in TX ($7M, 277 participants).
Which Other plans cover a similar participant headcount to Mental Health Association, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Horizon Home Care & Hospice, Inc. 403(b) Retirement Plan in WI (662 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 046197938.

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.