Other · DOL Form 5500 · 2023
South Shore Mental Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 568
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $50,026
- Avg per participant Low balance/head
Official DOL plan name: South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan · Sponsored by South Shore Mental Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$28M in assets, 568 participants
South Shore Mental Health Center, Inc.'s South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported $28M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #14,455 in Healthcare & Social Assistance (17,684 peers)
Where South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits by assets
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits in the top quartile of all filed plans by assets, $28M for 568 participants (~$50,026/participant), up 2.7% in 2023.
- #14,455
- in Healthcare & Social Assistance (17,684 peers)
- +2.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan's outsized position by total assets
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,414,629 Top 22% higher than 78% 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
South Shore Mental Health Center, Inc. Tax Sheltered Ann. 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. South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits mid-pack in the medium band (568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported net income rose from $690K in the plan year 2022 filing to $747K in the plan year 2023 filing.
- South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported participants fell from 586 in the plan year 2022 filing to 568 in the plan year 2023 filing.
- South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan end-of-year assets rose from $28M in the plan year 2022 filing to $28M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042677185 · South Shore Mental Health Center, Inc. PY 2023 · Other
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan · $28M · 568 · 78th
- BOY $28M
- BOY 568
- BOY 78th
- BOY Other
- BOY near Northern California Institute for Research and Education 403(b) Plan
- BOY ind #14455
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 →
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $747K |
| Employer EIN | 042677185 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Shore Mental Health Center, Inc.)
Sponsor-wide plan assets over time
All South Shore Mental Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 4.66738930557307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 586 | $28M |
| 2023 | 1 | 568 | $28M |
| 2024 | 1 | 550 | $29M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northern California Institute for Research and Education 403(b) Plan in CA ($28M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust (NM) 568 · 0 off
- The Edison Institute 403(b) Tda Plan (MI) 568 · 0 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 568 · 0 off
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan (MO) 568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.