401(k) · DOL Form 5500 · 2024
Mental Health Association of Essex and Morris, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $47,990
- Avg per participant Low balance/head
Official DOL plan name: Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan · Sponsored by Mental Health Association of Essex and Morris, Inc. · New Jersey · Healthcare & Social Assistance
$11M in assets, 224 participants
Mental Health Association of Essex and Morris, Inc.'s Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan reported $11M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,613 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan covers 224 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.
- #10,613
- in Healthcare & Social Assistance (16,916 peers)
- +20.0%
- assets growth YoY
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,749,789 Top 43% higher than 57% 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
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing 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. Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan reported participants rose from 188 in the plan year 2023 filing to 224 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 221568147 · Mental Health Association of Essex and Morris, Inc. PY 2024 · 401(k)
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan · $11M · 224 · 57th
- PCT $11M
- EIN 224
- RANK 57th
- PHOTO 401(k)
- IND near Water Pure, Inc. 401(k) Plan
- EOY ind #10613
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 Jersey →
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 221568147 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Association of Essex and Morris, Inc.)
Sponsor-wide plan assets over time
All Mental Health Association of Essex and Morris, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 41.73552291545805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $8M |
| 2023 | 1 | 188 | $9M |
| 2024 | 1 | 224 | $11M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Mental Health Association of Essex and Morris, Inc.'s 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Water Pure, Inc. 401(k) Plan in NY ($11M); by covered participants it is Ideal Ready Mix Company 401(k) Plan in IA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Water Pure, Inc. 401(k) Plan (NY) $11M · 108
- Delphi Management Partners 401(k) Retirement Plan (CA) $11M · 4
- Asurint Retirement Savings Plan (OH) $11M · 202
- Nextten Stauer, LLC 401(k) Plan (MN) $11M · 194
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Ideal Ready Mix Company 401(k) Plan (IA) 224 · 0 off
- Sezzle 401(k) Plan (MN) 224 · 0 off
- Four Rivers Combined 401(k) Plan (KY) 224 · 0 off
- Warrior 401(k) Plan (TX) 224 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.