Money Purchase · DOL Form 5500 · 2024

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
40th
Percentile by assets National rank
$31,204
Avg per participant Low balance/head
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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.

  • #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.

#7,208
in Healthcare & Social Assistance (16,916 peers)
+12.5%
assets growth YoY

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan vs every filed plan by assets

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

$4,524,565 40th percentile higher than 40% 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

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase 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. Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 741793265 · Mental Health Mental Retardation Authority of Brazos Valley PY 2024 · Money Purchase

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan · $5M · 145 · 40th

  • VS-ST $5M
  • VS-ST 145
  • VS-ST 40th
  • VS-ST Money Purchase
  • VS-ST near Santa Barbara Masonry Local 5 Pension Plan
  • VS-ST ind #7208

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 Texas →

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in the asset neighbourhood

Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase PlanCatholic Charities of the Di…$5MSanta Barbara Masonry Local 5 Pension PlanSanta Barbara Masonry Local …$5MMental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension PlanMental Health Mental Retarda…$5MSpence-Chapin Services to Family and ChildrenSpence-Chapin Services to Fa…$4MLocal 210 - Affiliated Annuity FundLocal 210 - Affiliated Annui…$4M
End-of-year total assets ($M) among Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$503K
Employer EIN741793265
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Mental Health Mental Retardation Authority of Brazos Valley plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.693905750596528% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.52M $4.52M ▲ +28.4%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan, Total assets ($B): 0.004524565 · Participants: 145Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan side-by-side with 3 peers →

Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Santa Barbara Masonry Local 5 Pension Plan in CA ($5M); by covered participants it is Retirement Plan for Lawyers of Debevoise & Plimpton LLP in NY (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 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).
Which Money Purchase plans cover a similar participant headcount to Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan for Lawyers of Debevoise & Plimpton LLP in NY (145 participants, $214M 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 741793265.

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.