Other · DOL Form 5500 · 2023

Washington County Mental Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
657
Participants Below avg headcount
76th
Percentile by assets National rank
$38,039
Avg per participant Low balance/head
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Official DOL plan name: Washington County Mental Health Services, Inc. 403b Plan · Sponsored by Washington County Mental Health Services, Inc. · Vermont · Healthcare & Social Assistance

$25M in assets, 657 participants

Washington County Mental Health Services, Inc.'s Washington County Mental Health Services, Inc. 403b Plan reported $25M in total assets and 657 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,173 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

Washington County Mental Health Services, Inc. 403b Plan covers 657 participants in Vermont, 2.7x the typical Vermont plan (state average ~245 per filing). Assets: $25M.

#14,173
in Healthcare & Social Assistance (17,684 peers)
+17.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Washington County Mental Health Services, Inc. 403b Plan's outsized position by total assets

Washington County Mental Health Services, Inc. 403b Plan vs every filed plan by assets

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

$24,991,654 Top 24% higher than 76% 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

Washington County Mental Health Services, Inc. 403b 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. Washington County Mental Health Services, Inc. 403b Plan sits mid-pack in the medium band (657 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Washington County Mental Health Services, Inc. 403b Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Washington County Mental Health Services, Inc. 403b Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Washington County Mental Health Services, Inc. 403b Plan reported participants rose from 613 in the plan year 2022 filing to 657 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030215872 · Washington County Mental Health Services, Inc. PY 2023 · Other

Washington County Mental Health Services, Inc. 403b Plan · $25M · 657 · 76th

  • VS-ST $25M
  • VS-ST 657
  • VS-ST 76th
  • VS-ST Other
  • VS-ST near The Montgomery Academy Retirement Plan
  • VS-ST ind #14173

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 Vermont →

Washington County Mental Health Services, Inc. 403b Plan in the asset neighbourhood

Francis W. Parker School Tax Deferred Annuity PlanFrancis W. Parker School Tax…$25MAmerican Nuclear Society 403(b) Retirement PlanAmerican Nuclear Society 403…$25MWayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$25MWashington County Mental Health Services, Inc. 403b PlanWashington County Mental Hea…$25MThe Montgomery Academy Retirement PlanThe Montgomery Academy Retir…$25M
End-of-year total assets ($M) among Washington County Mental Health Services, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN030215872
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Washington County Mental Health Services, Inc.)

Sponsor-wide plan assets over time

All Washington County Mental Health Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 31.856262389958378% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.3M $28.1M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 613 $21M
2023 1 657 $25M
2024 1 668 $28M

Nearby Other Plans in Vermont

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

Washington County Mental Health Services, Inc. 403b Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Washington County Mental Health Services, Inc. 403b Plan, Total assets ($M): 24.991654 · Participants: 657Washington County Mental Health Services, Inc. 403b PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) Plan
Washington County Mental Health Services, Inc. 403b Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Washington County Mental Health Services, Inc. 403b Plan side-by-side with 3 peers →

Washington County Mental Health Services, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is The Montgomery Academy Retirement Plan in AL ($25M); by covered participants it is Otis College of Art and Design 403(b) Retirement Plan in CA (657 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (657 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 Washington County Mental Health Services, Inc. 403b Plan assets move in 2023? ▼
Washington County Mental Health Services, Inc. 403b Plan grew sharply - up 17.4% during 2023, from $21M to $25M. Reported net income was $4M.
How have Washington County Mental Health Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Washington County Mental Health Services, Inc.'s sponsor-wide assets grew 31.9%, from $21M to $28M.
Where does Washington County Mental Health Services, Inc. 403b Plan rank by assets among Form 5500 filers? ▼
Washington County Mental Health Services, Inc. 403b Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Washington County Mental Health Services, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is The Montgomery Academy Retirement Plan in AL ($25M, 110 participants).
Which Other plans cover a similar participant headcount to Washington County Mental Health Services, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Otis College of Art and Design 403(b) Retirement Plan in CA (657 participants, $50M 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 030215872.

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.