Profit Sharing · DOL Form 5500 · 2023
Mental Health Systems, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 994
- Participants
- 73rd
- Percentile by assets
- $20,561
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $20M
- total plan assets (2023 EOY)
- 994
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $20,561
- avg assets per participant
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.
Mental Health Systems, Inc. across 3 plan years on file
Across the 3 plan years Mental Health Systems, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $22M, a gain of 18.5%, while reported participants moved from 748 to 640 (-14.4%). Peak year by sponsor assets: 2024 ($22M); trough: 2022 ($19M).
Mental Health Systems, Inc. multi-year asset trail
| 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 EIN | 953302967 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Mental Health Systems, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Mental Health Systems, Inc. Retirement Plan assets move in 2023? ▼
How have Mental Health Systems, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Mental Health Systems, Inc. Retirement Plan? ▼
Next read for Mental Health Systems, Inc. Retirement P…
Multi-year trail
Ways to act on Mental Health Systems, Inc. Retirement Plan's numbers.
- By total assets, Mental Health Systems, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Mental Health Systems, Inc.'s sponsor-wide assets have grown 18.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans