Profit Sharing · DOL Form 5500 · 2023

Mental Health Systems, Inc. Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
994
Participants Near avg headcount
73rd
Percentile by assets National rank
$20,561
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mental Health Systems, Inc. Retirement Plan · Sponsored by Mental Health Systems, Inc. · California · Healthcare & Social Assistance

$20M in assets, 994 participants

Mental Health Systems, Inc.'s Mental Health Systems, Inc. Retirement Plan reported $20M in total assets and 994 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,674 in Healthcare & Social Assistance (17,684 peers)

Mental Health Systems, Inc. multi-year trail

Mental Health Systems, Inc.'s plans moved +18.5% in assets from 2022 to 2024; this filing shows Mental Health Systems, Inc. Retirement Plan at $20M / 994 participants.

#13,674
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY

Mental Health Systems, Inc. Retirement Plan's outsized position by total assets

Mental Health Systems, Inc. Retirement Plan vs every filed plan by assets

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

$20,437,856 Top 27% higher than 73% 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 Systems, Inc. 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 Systems, Inc. Retirement Plan sits mid-pack in the medium band (994 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mental Health Systems, Inc. Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mental Health Systems, Inc. Retirement Plan reported participants rose from 748 in the plan year 2022 filing to 994 in the plan year 2023 filing.
  • Mental Health Systems, Inc. Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953302967 · Mental Health Systems, Inc. PY 2023 · Profit Sharing

Mental Health Systems, Inc. Retirement Plan · $20M · 994 · 73rd

  • IND $20M
  • IND 994
  • IND 73rd
  • IND Profit Sharing
  • IND near I.a.T.S.E. Local No. 6 Profit Sharing Plan
  • IND ind #13674

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 California →

Mental Health Systems, Inc. Retirement Plan in the asset neighbourhood

The Riverwoods Group 403(b) PlanThe Riverwoods Group 403(b) …$20MPresbyterian Senior Living Defined Contribution Retirement PlanPresbyterian Senior Living D…$20MMental Health Systems, Inc. Retirement PlanMental Health Systems, Inc. …$20MI.a.T.S.E. Local No. 6 Profit Sharing PlanI.a.T.S.E. Local No. 6 Profi…$20MStar's Edge, Inc. Profit Sharing PlanStar's Edge, Inc. Profit Sha…$20M
End-of-year total assets ($M) among Mental Health Systems, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mental Health Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$22M 18.536354616395375% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.7M $22.1M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 748 $19M
2023 1 994 $20M
2024 1 640 $22M

Mental Health Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN953302967
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Mental Health Systems, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Mental Health Systems, Inc. Retirement Plan, Total assets ($B): 0.020437856 · Participants: 994Mental Health Systems, Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Mental Health Systems, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Mental Health Systems, Inc. Retirement Plan side-by-side with 3 peers →

Mental Health Systems, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is I.a.T.S.E. Local No. 6 Profit Sharing Plan in MI ($20M); by covered participants it is Mount Saint Mary's University Defined Contribution Retirement Plan in MD (994 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (994 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 Systems, Inc. Retirement Plan assets move in 2023? ▼
Mental Health Systems, Inc. Retirement Plan grew at a solid clip - up 9.6% during 2023, from $19M to $20M. Reported net income was $2M.
How have Mental Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Systems, Inc.'s sponsor-wide assets grew 18.5%, from $19M to $22M.
Which Profit Sharing plans are similar in size to Mental Health Systems, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is I.a.T.S.E. Local No. 6 Profit Sharing Plan in MI ($20M, 681 participants).
Which Profit Sharing plans cover a similar participant headcount to Mental Health Systems, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mount Saint Mary's University Defined Contribution Retirement Plan in MD (994 participants, $98M 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 953302967.

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.