401(k) · DOL Form 5500 · 2023
The Mental Health Fund Inc. Dba Catawba Valley Healthcare 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $12,078
- Avg per participant Low balance/head
Official DOL plan name: Catawba Valley Healthcare Retirement Plan · Sponsored by The Mental Health Fund Inc. Dba Catawba Valley Healthcare · North Carolina · Healthcare & Social Assistance
$2M in assets, 139 participants
The Mental Health Fund Inc. Dba Catawba Valley Healthcare's Catawba Valley Healthcare Retirement Plan reported $2M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,628 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Catawba Valley Healthcare Retirement Plan covers 139 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.
- #4,628
- in Healthcare & Social Assistance (17,684 peers)
- +49.5%
- assets growth YoY
Catawba Valley Healthcare Retirement Plan among the smaller filed plans by assets
Catawba Valley Healthcare Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,678,888 29th percentile higher than 29% 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
Catawba Valley Healthcare 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. Catawba Valley Healthcare Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Catawba Valley Healthcare Retirement Plan reported net income rose from -$220K in the plan year 2022 filing to $556K in the plan year 2023 filing.
- Catawba Valley Healthcare Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Catawba Valley Healthcare Retirement Plan reported participants rose from 136 in the plan year 2022 filing to 139 in the plan year 2023 filing.
DOL schedule card
Filing strip 562151678 · The Mental Health Fund Inc. Dba Catawba Valley Healthcare PY 2023 · 401(k)
Catawba Valley Healthcare Retirement Plan · $2M · 139 · 29th
- NET $2M
- BOOK 139
- VS-ST 29th
- BOY 401(k)
- SCH near High Performance Holdings 401(k) Plan
- EBSA ind #4628
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 North Carolina →
Catawba Valley Healthcare Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $556K |
| Employer EIN | 562151678 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mental Health Fund Inc. Dba Catawba Valley Healthcare)
Sponsor-wide plan assets over time
All The Mental Health Fund Inc. Dba Catawba Valley Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 83.23073347397218% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $1M |
| 2023 | 1 | 139 | $2M |
| 2024 | 1 | 139 | $2M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Catawba Valley Healthcare Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is High Performance Holdings 401(k) Plan in FL ($2M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- High Performance Holdings 401(k) Plan (FL) $2M · 17
- Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust (NY) $2M · 2
- Pounds Partners, Inc. 401(k) Profit Sharing Plan (TX) $2M · 14
- Thefeld & Associates, Certified Public Accountants a Sole Proprietorship 401(k) Profit Sharing Plan (CA) $2M · 8
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Daman Products Company, Inc. 401(k) and Profit Sharing Plan (IN) 139 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 139 · 0 off
- Mincey Marble Manufacturing, Inc. 401(k) Plan (GA) 139 · 0 off
- Fisher Ranch, LLC 401(k) Plan (CA) 139 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.