Money Purchase · DOL Form 5500 · 2024

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Plan

Data updated 2026-08-11

$5M
Total assets: 145
Participants: 40th
Percentile by assets: $31,204
Avg per participant

Official DOL plan name: Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan · Sponsored by Mental Health Mental Retardation Authority of Brazos Valley · Texas · Healthcare & Social Assistance

$5M in assets, 145 participants

Mental Health Mental Retardation Authority of Brazos Valley's Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan reported $5M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

40th percentile by assets (of 123,622 plans)
#7,208 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan covers 145 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $5M.

$5M
total plan assets (2024 EOY): 145
covered participants: 40th
percentile by assets (of 123,622 plans): $31,204
avg assets per participant

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan reported participants rose from 139 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Healthcare & Social Assistance

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan reports 145 participants - about 21% of that state average ($5M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$503K
Employer EIN	741793265
Plan Effective Date	1986-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mental Health Mental Retardation Authority of Brazos Valley)

Total plan assets by year, all Mental Health Mental Retardation Authority of Brazos Valley plans on file

Year	Plans	Participants	Total Assets
2022	1	156	$4M
2023	1	139	$4M
2024	1	145	$5M

Nearby Money Purchase Plans in Texas

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

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
Alcon Retirement Plan $1.1B · 9,762
William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
Apache Corporation Money Purchase Retirement Plan $271M · 1,492
Greater Texas IBEW NECA Annuity Plan $165M · 1,845

Compare Mental Health Mental Retardation Authori… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan by total assets, not by location.

Santa Barbara Masonry Local 5 Pension Plan (CA) $5M · 254
Spence-Chapin Services to Family and Children (NY) $4M · 38
Local 210 - Affiliated Annuity Fund (NY) $4M · 240
Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase Plan (PA) $5M · 75

Frequently Asked Questions

How did Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan assets move in 2024? ▼

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan grew at a solid clip - up 12.5% during 2024, from $4M to $5M. Reported net income was $503K.

How have Mental Health Mental Retardation Authority of Brazos Valley plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mental Health Mental Retardation Authority of Brazos Valley's sponsor-wide assets grew 28.7%, from $4M to $5M.

Which Money Purchase plans are similar in size to Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Santa Barbara Masonry Local 5 Pension Plan in CA ($5M, 254 participants).

Next read for Mental Health Mental Retardation Authori…

Filing takeaways

Ways to act on Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan's numbers.

By total assets, Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
Mental Health Mental Retardation Authority of Brazos Valley's sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 741793265.