Other · DOL Form 5500 · 2023
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $23,715
- Avg per participant Low balance/head
Official DOL plan name: Personal Enrichment Through Mental Health Services, Inc. Retirement Plan · Sponsored by Personal Enrichment Through Mental Health Services, Inc. · Florida · Healthcare & Social Assistance
$5M in assets, 201 participants
Personal Enrichment Through Mental Health Services, Inc.'s Personal Enrichment Through Mental Health Services, Inc. Retirement Plan reported $5M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,324 in Healthcare & Social Assistance (17,684 peers)
Coverage in Florida
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan covers 201 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #8,324
- in Healthcare & Social Assistance (17,684 peers)
- +10.1%
- assets growth YoY
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,766,678 43rd percentile higher than 43% 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
Personal Enrichment Through Mental Health Services, 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. Personal Enrichment Through Mental Health Services, Inc. Retirement Plan sits mid-pack in the medium band (201 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Personal Enrichment Through Mental Health Services, Inc. Retirement Plan reported net income rose from -$953K in the plan year 2022 filing to $438K in the plan year 2023 filing.
- Personal Enrichment Through Mental Health Services, Inc. Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 201 in the plan year 2023 filing.
- Personal Enrichment Through Mental Health Services, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 593153549 · Personal Enrichment Through Mental Health Services, Inc. PY 2023 · Other
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan · $5M · 201 · 43rd
- RANK $5M
- RANK 201
- RANK 43rd
- RANK Other
- RANK near Lifecare, Inc. Dba Friendship Village 403(b) Employer Retirement Plan
- RANK ind #8324
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 Florida →
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $438K |
| Employer EIN | 593153549 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Personal Enrichment Through Mental Health Services, Inc.)
Sponsor-wide plan assets over time
All Personal Enrichment Through Mental Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 25.67641649592472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $4M |
| 2023 | 1 | 201 | $5M |
| 2024 | 1 | 206 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Lifecare, Inc. Dba Friendship Village 403(b) Employer Retirement Plan in MI ($5M); by covered participants it is Habitat for Humanity Retirement Savings Plan in NC (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Habitat for Humanity Retirement Savings Plan (NC) 201 · 0 off
- The Park School Annuity Plan (MD) 201 · 0 off
- The Baldwin School Defined Contribution Plan (PA) 201 · 0 off
- Aka Head Start, Inc. Tax Sheltered Annuity (CA) 201 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.