401(k) · DOL Form 5500 · 2023
Mental Health Association of Nassau County, Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 142
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $12,026
- Avg per participant Low balance/head
Official DOL plan name: Mental Health Association of Nassau County 403(b) Plan · Sponsored by Mental Health Association of Nassau County, Inc · New York · Healthcare & Social Assistance
$2M in assets, 142 participants
Mental Health Association of Nassau County, Inc's Mental Health Association of Nassau County 403(b) Plan reported $2M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,678 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Mental Health Association of Nassau County 403(b) Plan covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #4,678
- in Healthcare & Social Assistance (17,684 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $196K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mental Health Association of Nassau County 403(b) Plan among the smaller filed plans by assets
Mental Health Association of Nassau County 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,707,684 29th percentile higher than 29% 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
Mental Health Association of Nassau County 403(b) 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 Association of Nassau County 403(b) Plan sits mid-pack in the medium band (142 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mental Health Association of Nassau County 403(b) Plan reported participants rose from 97 in the plan year 2022 filing to 142 in the plan year 2023 filing.
- Mental Health Association of Nassau County 403(b) Plan reported net income fell from -$170K in the plan year 2022 filing to -$196K in the plan year 2023 filing.
- Mental Health Association of Nassau County 403(b) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 111710983 · Mental Health Association of Nassau County, Inc PY 2023 · 401(k)
Mental Health Association of Nassau County 403(b) Plan · $2M · 142 · 29th
- PART $2M
- PART 142
- PART 29th
- PART 401(k)
- PART near Fenstermacher Construction Services Inc
- PART ind #4678
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 New York →
Mental Health Association of Nassau County 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$196K |
| Employer EIN | 111710983 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Association of Nassau County, Inc)
Sponsor-wide plan assets over time
All Mental Health Association of Nassau County, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.024058607627586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $2M |
| 2023 | 1 | 142 | $2M |
| 2024 | 1 | 134 | $2M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Mental Health Association of Nassau County 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Fenstermacher Construction Services Inc in PA ($2M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.
- Texas Veterinary, PLLC 401(k) Plan (TX) 142 · 0 off
- The Starco Group Inc. 401(k) Profit Sharing Plan (CA) 142 · 0 off
- Akili Interactive 401(k) Retirement Plan (MA) 142 · 0 off
- Syllogisteks Employee 401(k) Plan (MO) 142 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.