Profit Sharing · DOL Form 5500 · 2024

Mark Twain Association for Mental Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
233
Participants Below avg headcount
56th
Percentile by assets National rank
$42,406
Avg per participant Low balance/head
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Official DOL plan name: Mark Twain Behavioral Health Employees Tax Deferred · Sponsored by Mark Twain Association for Mental Health, Inc. · Missouri · Healthcare & Social Assistance

$10M in assets, 233 participants

Mark Twain Association for Mental Health, Inc.'s Mark Twain Behavioral Health Employees Tax Deferred reported $10M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,309 in Healthcare & Social Assistance (16,916 peers)

Coverage in Missouri

Mark Twain Behavioral Health Employees Tax Deferred covers 233 participants in Missouri, about 32% of the average Missouri filer (state average ~737 per filing). Assets: $10M.

#10,309
in Healthcare & Social Assistance (16,916 peers)
+16.7%
assets growth YoY

Mark Twain Behavioral Health Employees Tax Deferred's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mark Twain Behavioral Health Employees Tax Deferred vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,880,708 Top 44% higher than 56% of 123,620 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 2024

Mark Twain Behavioral Health Employees Tax Deferred among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mark Twain Behavioral Health Employees Tax Deferred sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mark Twain Behavioral Health Employees Tax Deferred end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Mark Twain Behavioral Health Employees Tax Deferred reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Mark Twain Behavioral Health Employees Tax Deferred reported participants rose from 219 in the plan year 2023 filing to 233 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431020989 · Mark Twain Association for Mental Health, Inc. PY 2024 · Profit Sharing

Mark Twain Behavioral Health Employees Tax Deferred · $10M · 233 · 56th

  • PART $10M
  • PART 233
  • PART 56th
  • PART Profit Sharing
  • PART near Hub International Puerto Rico, Inc. Retirement Plan
  • PART ind #10309

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 Missouri →

Mark Twain Behavioral Health Employees Tax Deferred in the asset neighbourhood

Kelly-Ryan, Inc. Profit Sharing PlanKelly-Ryan, Inc. Profit Shar…$10MAllegro School Defined Contribution Retirement PlanAllegro School Defined Contr…$10MMesser-Bowers Profit Sharing PlanMesser-Bowers Profit Sharing…$10MMark Twain Behavioral Health Employees Tax DeferredMark Twain Behavioral Health…$10MHub International Puerto Rico, Inc. Retirement PlanHub International Puerto Ric…$10M
End-of-year total assets ($M) among Mark Twain Behavioral Health Employees Tax Deferred and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN431020989
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mark Twain Association for Mental Health, Inc.)

Sponsor-wide plan assets over time

All Mark Twain Association for Mental Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 42.93990400855495% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.91M $9.88M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 207 $7M
2023 1 219 $8M
2024 1 233 $10M

Nearby Profit Sharing Plans in Missouri

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

Mark Twain Behavioral Health Employees Tax Deferred vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Mark Twain Behavioral Health Employees Tax Deferred, Total assets ($B): 0.009880708 · Participants: 233Mark Twain Behavioral Health Employees Tax DeferredBoilermakers National Annuity Trust, Total assets ($B): 1.333963448 · Participants: 18034Boilermakers National Annuity TrustPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.458784892 · Participants: 4032Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.447176053 · Participants: 3456I. B. E. W. Local Union No. 124 Annuity PlanAnnuity Fund of Operating Engineers Local 513, Total assets ($B): 0.323168728 · Participants: 9100Annuity Fund of Operating Engineers Local 513Pipe Fitters Local No 533 Individual Account Plan, Total assets ($B): 0.301782843 · Participants: 1427Pipe Fitters Local No 533 Individual Account Plan
Mark Twain Behavioral Health Employees Tax Deferred vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Mark Twain Behavioral Health Employees Tax Deferred side-by-side with 3 peers →

Mark Twain Behavioral Health Employees Tax Deferred's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Hub International Puerto Rico, Inc. Retirement Plan in PR ($10M); by covered participants it is Child & Family Agency of Southeastern Connecticut 403(b) Plan in CT (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mark Twain Behavioral Health Employees Tax Deferred assets move in 2024? ▼
Mark Twain Behavioral Health Employees Tax Deferred grew sharply - up 16.7% during 2024, from $8M to $10M. Reported net income was $1M.
How have Mark Twain Association for Mental Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mark Twain Association for Mental Health, Inc.'s sponsor-wide assets grew 42.9%, from $7M to $10M.
Which Profit Sharing plans are similar in size to Mark Twain Behavioral Health Employees Tax Deferred? ▼
Among Profit Sharing plans in other states, the closest by assets is Hub International Puerto Rico, Inc. Retirement Plan in PR ($10M, 118 participants).
Which Profit Sharing plans cover a similar participant headcount to Mark Twain Behavioral Health Employees Tax Deferred? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Child & Family Agency of Southeastern Connecticut 403(b) Plan in CT (233 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431020989.

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.