Other · DOL Form 5500 · 2024

Green River Regional Mental Health/Mental Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
540
Participants Below avg headcount
49th
Percentile by assets National rank
$13,781
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: River Valley and Affiliates 403(b) Retirement Savings Plan · Sponsored by Green River Regional Mental Health/Mental · Kentucky · Other Services

$7M in assets, 540 participants

Green River Regional Mental Health/Mental's River Valley and Affiliates 403(b) Retirement Savings Plan reported $7M in total assets and 540 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,394 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, River Valley and Affiliates 403(b) Retirement Savings Plan ranks #5,394 of 7,719 2024 filers by assets (270% of the sector average)-$7M for 540 participants.

#5,394
in Other Services (7,719 peers)
+4.2%
assets growth YoY

River Valley and Affiliates 403(b) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

River Valley and Affiliates 403(b) Retirement Savings Plan vs every filed plan by assets

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

$7,441,893 49th percentile higher than 49% 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

River Valley and Affiliates 403(b) Retirement Savings 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. River Valley and Affiliates 403(b) Retirement Savings Plan sits mid-pack in the medium band (540 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • River Valley and Affiliates 403(b) Retirement Savings Plan reported net income fell from $407K in the plan year 2023 filing to $300K in the plan year 2024 filing.
  • River Valley and Affiliates 403(b) Retirement Savings Plan reported participants fell from 629 in the plan year 2023 filing to 540 in the plan year 2024 filing.
  • River Valley and Affiliates 403(b) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610668290 · Green River Regional Mental Health/Mental PY 2024 · Other

River Valley and Affiliates 403(b) Retirement Savings Plan · $7M · 540 · 49th

  • PART $7M
  • PART 540
  • PART 49th
  • PART Other
  • PART near United Way of Greater Cleveland 403(b) Retirement Plan
  • PART ind #5394

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 Other Services retirement plans → · Plans in Kentucky →

River Valley and Affiliates 403(b) Retirement Savings Plan in the asset neighbourhood

River Valley and Affiliates 403(b) Retirement Savings PlanRiver Valley and Affiliates …$7MUnited Way of Greater Cleveland 403(b) Retirement PlanUnited Way of Greater Clevel…$7MPhmc Integrated 403b Plan$7MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$7MZootampa 403(b) Retirement PlanZootampa 403(b) Retirement P…$7M
End-of-year total assets ($M) among River Valley and Affiliates 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$300K
Employer EIN610668290
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Green River Regional Mental Health/Mental)

Sponsor-wide plan assets over time

All Green River Regional Mental Health/Mental plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.497781697669446% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.73M $7.44M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 464 $7M
2023 1 629 $7M
2024 1 540 $7M

Nearby Other Plans in Kentucky

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

River Valley and Affiliates 403(b) Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants River Valley and Affiliates 403(b) Retirement Savings Plan, Total assets ($B): 0.007441893 · Participants: 540River Valley and Affiliates 403(b) Retirement Savings PlanNorton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 2.274518139 · Participants: 21863Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.156320612 · Participants: 0Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.548729286 · Participants: 3633Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.498958779 · Participants: 3367Electrical Workers Local 369 Retirement FundElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.452526825 · Participants: 3350Electrical Workers Local 369 Retirement Fund
River Valley and Affiliates 403(b) Retirement Savings Plan vs. nearby Other plans in Kentucky, assets vs. participants
Compare River Valley and Affiliates 403(b) Retirement Savings Plan side-by-side with 3 peers →

River Valley and Affiliates 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is United Way of Greater Cleveland 403(b) Retirement Plan in OH ($7M); by covered participants it is Cornerstone Montgomery, Inc. 403(b) Retirement Plan in MD (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 River Valley and Affiliates 403(b) Retirement Savings Plan assets move in 2024? ▼
River Valley and Affiliates 403(b) Retirement Savings Plan edged up modestly - up 4.2% during 2024, from $7M to $7M. Reported net income was $300K.
How have Green River Regional Mental Health/Mental plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Green River Regional Mental Health/Mental's sponsor-wide assets grew 10.5%, from $7M to $7M.
Which Other plans are similar in size to River Valley and Affiliates 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is United Way of Greater Cleveland 403(b) Retirement Plan in OH ($7M, 107 participants).
Which Other plans cover a similar participant headcount to River Valley and Affiliates 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Cornerstone Montgomery, Inc. 403(b) Retirement Plan in MD (541 participants, $17M 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 610668290.

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.