Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

The Behavioral Wellness Center at Girard 403(b) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Behavioral Wellness Center at Girard · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

The Behavioral Wellness Center at Girard 403(b) Retirement Plan holds $2M for 122 participants — about $12,528 per participant, up 476.4% over the 2023 plan year.

$2M
total plan assets (2023 EOY)
122
covered participants
$12,528
avg assets per participant
+476.4%
assets growth YoY
Total Assets (2023)
$2M
Participants
122
State
Industry
Healthcare & Social Assistance

What the Filing Says About The Behavioral Wellness Center at Girard 403(b) Retirement Plan

The Behavioral Wellness Center at Girard 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by The Behavioral Wellness Center at Girard, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 122 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 232610538, and the plan has been effective since 2022-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $265K at the beginning of 2023 to $2M at year-end — a gain of 476.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$265K
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$1M
Plan TypeProfit Sharing
Employer EIN232610538
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Behavioral Wellness Center at Girard)

Year Plans Participants Total Assets
2023 1 122 $2M
2024 1 141 $3M

Nearby Profit Sharing Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the The Behavioral Wellness Center at Girard 403(b) Retirement Plan?
As of the 2023 Form 5500 filing, The Behavioral Wellness Center at Girard 403(b) Retirement Plan holds $2M in total assets with 122 participants. It is sponsored by The Behavioral Wellness Center at Girard.
What type of plan is The Behavioral Wellness Center at Girard 403(b) Retirement Plan?
The Behavioral Wellness Center at Girard 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 2022-10-01. The plan is filed with the U.S. Department of Labor under EIN 232610538.
Who sponsors the The Behavioral Wellness Center at Girard 403(b) Retirement Plan?
The Behavioral Wellness Center at Girard 403(b) Retirement Plan is sponsored by The Behavioral Wellness Center at Girard, located in Pennsylvania. The sponsor's EIN is 232610538 and the plan operates in the Healthcare & Social Assistance industry.
How did The Behavioral Wellness Center at Girard 403(b) Retirement Plan perform in 2023?
The Behavioral Wellness Center at Girard 403(b) Retirement Plan grew by 476.4% during 2023, moving from $265K to $2M in total assets. Net income was $1M.
Where can I find official filings for The Behavioral Wellness Center at Girard 403(b) Retirement Plan?
Official Form 5500 filings for The Behavioral Wellness Center at Girard 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232610538 or plan name at efast.dol.gov.
How does The Behavioral Wellness Center at Girard 403(b) Retirement Plan compare to other plans?
You can compare The Behavioral Wellness Center at Girard 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232610538.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.