Other · DOL Form 5500 · 2024
Transitions - Mental Health Association Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $39,830
- Avg per participant Low balance/head
Official DOL plan name: T-Mha Pension Plan · Sponsored by Transitions - Mental Health Association · California · Healthcare & Social Assistance
$10M in assets, 243 participants
Transitions - Mental Health Association's T-Mha Pension Plan reported $10M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,232 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
T-Mha Pension Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $10M.
- #10,232
- in Healthcare & Social Assistance (16,916 peers)
- +16.9%
- assets growth YoY
T-Mha Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
T-Mha Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,678,611 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
T-Mha Pension Plan 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. T-Mha Pension Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- T-Mha Pension Plan reported participants rose from 177 in the plan year 2023 filing to 243 in the plan year 2024 filing.
- T-Mha Pension Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- T-Mha Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 953509040 · Transitions - Mental Health Association PY 2024 · Other
T-Mha Pension Plan · $10M · 243 · 55th
- EIN $10M
- RANK 243
- PHOTO 55th
- IND Other
- EOY near 403(b) Thrift Plan of Pancare of Florida, Inc.
- 5500 ind #10232
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 California →
T-Mha Pension Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 953509040 |
| Plan Effective Date | 2002-09-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Transitions - Mental Health Association)
Sponsor-wide plan assets over time
All Transitions - Mental Health Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 44.918543491385094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $7M |
| 2023 | 1 | 177 | $8M |
| 2024 | 1 | 243 | $10M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
T-Mha Pension Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL ($10M); by covered participants it is Lakeside School Defined Contribution Retirement Plan in WA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 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.