401(k) · DOL Form 5500 · 2023

Center for Mental Health 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
145
Participants Small participant base
35th
Percentile by assets National rank
$19,765
Avg per participant Low balance/head
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Official DOL plan name: Center for Mental Health 401(k) Profit Sharing Plan & Trust · Sponsored by Center for Mental Health · Montana · Healthcare & Social Assistance

$3M in assets, 145 participants

Center for Mental Health's Center for Mental Health 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,324 in Healthcare & Social Assistance (17,684 peers)

Center for Mental Health multi-year trail

Center for Mental Health's plans moved +28.7% in assets from 2022 to 2024; this filing shows Center for Mental Health 401(k) Profit Sharing Plan & Trust at $3M / 145 participants.

#6,324
in Healthcare & Social Assistance (17,684 peers)
+12.4%
assets growth YoY

Center for Mental Health 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Center for Mental Health 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,865,877 35th percentile higher than 35% 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

Center for Mental Health 401(k) Profit Sharing Plan & Trust 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. Center for Mental Health 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Center for Mental Health 401(k) Profit Sharing Plan & Trust reported net income rose from $259K in the plan year 2022 filing to $316K in the plan year 2023 filing.
  • Center for Mental Health 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Center for Mental Health 401(k) Profit Sharing Plan & Trust reported participants fell from 164 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810347441 · Center for Mental Health PY 2023 · 401(k)

Center for Mental Health 401(k) Profit Sharing Plan & Trust · $3M · 145 · 35th

  • RANK $3M
  • PHOTO 145
  • IND 35th
  • EOY 401(k)
  • 5500 near Soclean Inc. 401(k) Plan
  • ASSETS ind #6324

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 Montana →

Center for Mental Health 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Center for Mental Health 401(k) Profit Sharing Plan & TrustCenter for Mental Health 401…$3MSoclean Inc. 401(k) Plan$3MRehrig Pacific Company Retirement Plan for Collective Bargaining Agreement EmployeesRehrig Pacific Company Retir…$3MNaples Heritage Golf & Country Club Employee 401(k) PlanNaples Heritage Golf & Count…$3MF M Graphics, Inc. Profit Sharing PlanF M Graphics, Inc. Profit Sh…$3M
End-of-year total assets ($M) among Center for Mental Health 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Center for Mental Health multi-year asset trail

Sponsor-wide plan assets over time

All Center for Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.749530463231842% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.55M $3.28M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 164 $3M
2023 1 145 $3M
2024 1 140 $3M

Center for Mental Health filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$316K
Employer EIN810347441
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Center for Mental Health 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Center for Mental Health 401(k) Profit Sharing Plan & Trust, Total assets ($M): 2.865877 · Participants: 145Center for Mental Health 401(k) Profit Sharing Plan & TrustD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Center for Mental Health 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Center for Mental Health 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Center for Mental Health 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Soclean Inc. 401(k) Plan in NH ($3M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Center for Mental Health 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Center for Mental Health 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.4% during 2023, from $3M to $3M. Reported net income was $316K.
How have Center for Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Center for Mental Health's sponsor-wide assets grew 28.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Center for Mental Health 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Soclean Inc. 401(k) Plan in NH ($3M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Center for Mental Health 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 810347441.

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.