401(k) · DOL Form 5500 · 2024

Mental Health Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
167
Participants Small participant base
66th
Percentile by assets National rank
$97,342
Avg per participant Below avg balance/head
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Official DOL plan name: Mhr Retirement Savings Plan · Sponsored by Mental Health Resources, Inc. · Minnesota · Healthcare & Social Assistance

$16M in assets, 167 participants

Mental Health Resources, Inc.'s Mhr Retirement Savings Plan reported $16M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,027 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Mhr Retirement Savings Plan covers 167 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#12,027
in Healthcare & Social Assistance (16,916 peers)
+12.1%
assets growth YoY

Mhr Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mhr Retirement Savings Plan vs every filed plan by assets

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

$16,256,089 Top 34% higher than 66% 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

Mhr 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. Mhr Retirement Savings Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mhr Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mhr Retirement Savings Plan reported participants rose from 148 in the plan year 2023 filing to 167 in the plan year 2024 filing.
  • Mhr Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411273885 · Mental Health Resources, Inc. PY 2024 · 401(k)

Mhr Retirement Savings Plan · $16M · 167 · 66th

  • NET $16M
  • BOOK 167
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Windes, Inc. Employees Profit Sharing/401(k) Plan II
  • EBSA ind #12027

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 Minnesota →

Mhr Retirement Savings Plan in the asset neighbourhood

Mhr Retirement Savings Plan$16MWindes, Inc. Employees Profit Sharing/401(k) Plan IIWindes, Inc. Employees Profi…$16MBreitling USA, Inc. Employee Savings PlanBreitling USA, Inc. Employee…$16MNextcare, Inc. 401(k) Plan$16MSurveying Solutions, Inc. 401(k) PlanSurveying Solutions, Inc. 40…$16M
End-of-year total assets ($M) among Mhr Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN411273885
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Resources, Inc.)

Sponsor-wide plan assets over time

All Mental Health Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.592003043253875% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16.3M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 143 $12M
2023 1 148 $14M
2024 1 167 $16M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mhr Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Mhr Retirement Savings Plan, Total assets ($B): 0.016256089 · Participants: 167Mhr Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Mhr Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Mhr Retirement Savings Plan side-by-side with 3 peers →

Mhr Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Windes, Inc. Employees Profit Sharing/401(k) Plan II in CA ($16M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Mhr Retirement Savings Plan assets move in 2024? ▼
Mhr Retirement Savings Plan grew at a solid clip - up 12.1% during 2024, from $14M to $16M. Reported net income was $2M.
How have Mental Health Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Resources, Inc.'s sponsor-wide assets grew 39.6%, from $12M to $16M.
Which 401(k) plans are similar in size to Mhr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Windes, Inc. Employees Profit Sharing/401(k) Plan II in CA ($16M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Mhr Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 411273885.

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.