401(k)
2023 plan-year 401(k) DOL Form 5500

403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EASTERN PANHANDLE MENTAL HEALT

This 401(k) plan holds $6M in total assets and serves 233 participants as of 2023. It is sponsored by EASTERN PANHANDLE MENTAL HEALT in West Virginia. The plan reported positive net income of $508K for the year.

Total Assets (2023)
$6M
Participants
233
Industry
Healthcare & Social Assistance

What the Filing Says About 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS

403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS is a 401(k) retirement plan sponsored by EASTERN PANHANDLE MENTAL HEALT, headquartered in West Virginia. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 233 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237116164, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $6M at year-end — a gain of 9.8%. Net assets (after liabilities) closed the year at $6M, with reported net income of $508K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$508K
Plan Type401(k)
Employer EIN237116164
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EASTERN PANHANDLE MENTAL HEALT)

Year Plans Participants Total Assets
2022 1 207 $5M
2023 1 233 $6M

Nearby 401(k) Plans in West Virginia

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

Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS?
As of the 2023 Form 5500 filing, 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS holds $6M in total assets with 233 participants. It is sponsored by EASTERN PANHANDLE MENTAL HEALT.
What type of plan is 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS?
403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS is a 401(k) plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 237116164.
Who sponsors the 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS?
403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS is sponsored by EASTERN PANHANDLE MENTAL HEALT, located in West Virginia. The sponsor's EIN is 237116164 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS perform in 2023?
403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS grew by 9.8% during 2023, moving from $5M to $6M in total assets. Net income was $508K.
Where can I find official filings for 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS?
Official Form 5500 filings for 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237116164 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS compare to other plans?
You can compare 403(B) THRIFT PLAN FOR EMPLOYEES OF EASTERN PANHANDLE MENTAL HEALTH CENTER, INC. DBA EASTRIDGE HEALTH SYSTEMS against other 401(k) plans on the plan type page, or view plans in West Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 237116164.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.