Other · DOL Form 5500 · 2024

Behavioral Health Resources Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
152
Participants Small participant base
44th
Percentile by assets National rank
$36,561
Avg per participant Low balance/head
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Official DOL plan name: Behavioral Health Resources Retirement Plan · Sponsored by Behavioral Health Resources · Washington · Healthcare & Social Assistance

$6M in assets, 152 participants

Behavioral Health Resources's Behavioral Health Resources Retirement Plan reported $6M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,002 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Behavioral Health Resources Retirement Plan covers 152 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $6M.

#8,002
in Healthcare & Social Assistance (16,916 peers)
+21.2%
assets growth YoY

Behavioral Health Resources Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Behavioral Health Resources Retirement Plan vs every filed plan by assets

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

$5,557,222 44th percentile higher than 44% 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

Behavioral Health Resources Retirement 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. Behavioral Health Resources Retirement Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Behavioral Health Resources Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Behavioral Health Resources Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $973K in the plan year 2024 filing.
  • Behavioral Health Resources Retirement Plan reported participants fell from 154 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910666889 · Behavioral Health Resources PY 2024 · Other

Behavioral Health Resources Retirement Plan · $6M · 152 · 44th

  • PCT $6M
  • PCT 152
  • PCT 44th
  • PCT Other
  • PCT near Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan
  • PCT ind #8002

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 Washington →

Behavioral Health Resources Retirement Plan in the asset neighbourhood

Behavioral Health Resources Retirement PlanBehavioral Health Resources …$6MLifespan of Greater Rochester, Inc. 403(b) Retirement PlanLifespan of Greater Rocheste…$6MCoram Deo Academy 403(b)Retirement PlanCoram Deo Academy 403(b)Reti…$6MPortland Community Health Center 403(b) PlanPortland Community Health Ce…$6MSteinberg's Inc Employees' Pension PlanSteinberg's Inc Employees' P…$6M
End-of-year total assets ($M) among Behavioral Health Resources Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$973K
Employer EIN910666889
Plan Effective Date2016-11-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Behavioral Health Resources)

Sponsor-wide plan assets over time

All Behavioral Health Resources plans reported in each filing year

Latest sponsor-wide plan assets
$6M 56.91571983093198% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.54M $5.56M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 158 $4M
2023 1 154 $5M
2024 1 152 $6M

Nearby Other Plans in Washington

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

Behavioral Health Resources Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Behavioral Health Resources Retirement Plan, Total assets ($B): 0.005557222 · Participants: 152Behavioral Health Resources Retirement PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Behavioral Health Resources Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Behavioral Health Resources Retirement Plan side-by-side with 3 peers →

Behavioral Health Resources Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan in NY ($6M); by covered participants it is Santa Fe Christian Schools 403(b) Plan in CA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Behavioral Health Resources Retirement Plan assets move in 2024? ▼
Behavioral Health Resources Retirement Plan grew sharply - up 21.2% during 2024, from $5M to $6M. Reported net income was $973K.
How have Behavioral Health Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Behavioral Health Resources's sponsor-wide assets grew 56.9%, from $4M to $6M.
Which Other plans are similar in size to Behavioral Health Resources Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lifespan of Greater Rochester, Inc. 403(b) Retirement Plan in NY ($6M, 183 participants).
Which Other plans cover a similar participant headcount to Behavioral Health Resources Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Santa Fe Christian Schools 403(b) Plan in CA (152 participants, $16M 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 910666889.

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.