Other · DOL Form 5500 · 2024

Chartiers Community Mental Health and Retardation Cetner, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
88
Participants Small participant base
51st
Percentile by assets National rank
$90,834
Avg per participant Below avg balance/head
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Official DOL plan name: Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan · Sponsored by Chartiers Community Mental Health and Retardation Cetner, Inc. · Pennsylvania · Healthcare & Social Assistance

$8M in assets, 88 participants

Chartiers Community Mental Health and Retardation Cetner, Inc.'s Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan reported $8M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,468 in Healthcare & Social Assistance (16,916 peers)

Chartiers Community Mental Health and Retardation Cetner, Inc. multi-year trail

Chartiers Community Mental Health and Retardation Cetner, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan at $8M / 88 participants.

#9,468
in Healthcare & Social Assistance (16,916 peers)
+14.6%
assets growth YoY

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan vs every filed plan by assets

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

$7,993,409 Top 49% higher than 51% 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

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan reported participants fell from 121 in the plan year 2023 filing to 88 in the plan year 2024 filing.
  • Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan reported net income rose from $893K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251203882 · Chartiers Community Mental Health and Retardation Cetner, Inc. PY 2024 · Other

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan · $8M · 88 · 51st

  • PART $8M
  • TYPE 88
  • NET 51st
  • BOOK Other
  • VS-ST near 403(b) Thrift Plan for United Way of Central Alabama Inc
  • BOY ind #9468

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 Pennsylvania →

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan in the asset neighbourhood

Chartiers Community Mental Health and Retardation Center, Inc 403(b) PlanChartiers Community Mental H…$8M403(b) Thrift Plan for United Way of Central Alabama Inc403(b) Thrift Plan for Unite…$8MBay Area Community Services 403(b) PlanBay Area Community Services …$8MBrightpoint 403(b) Plan$8MMasonic Home of Virginia Employee Benefits PlanMasonic Home of Virginia Emp…$8M
End-of-year total assets ($M) among Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Chartiers Community Mental Health and Retardation Cetner, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chartiers Community Mental Health and Retardation Cetner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.360571495244933% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.09M $7.99M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 153 $6M
2023 1 121 $7M
2024 1 88 $8M

Chartiers Community Mental Health and Retardation Cetner, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN251203882
Plan Effective Date1981-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan, Total assets ($B): 0.007993409 · Participants: 88Chartiers Community Mental Health and Retardation Center, Inc 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.986767736 · Participants: 22110The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.728641608 · Participants: 78872Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.552304662 · Participants: 43405The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.817739782 · Participants: 6772Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.792479411 · Participants: 17497Jefferson Defined Contribution Retirement Plan
Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is 403(b) Thrift Plan for United Way of Central Alabama Inc in AL ($8M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan assets move in 2024?
Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan grew at a solid clip - up 14.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Chartiers Community Mental Health and Retardation Cetner, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Chartiers Community Mental Health and Retardation Cetner, Inc.'s sponsor-wide assets grew 31.4%, from $6M to $8M.
Which Other plans are similar in size to Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for United Way of Central Alabama Inc in AL ($8M, 190 participants).
Which Other plans cover a similar participant headcount to Chartiers Community Mental Health and Retardation Center, Inc 403(b) Plan?
Among Other plans in other states, the closest by covered participants is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants, $20M in assets).