401(k) · DOL Form 5500 · 2024

Mental Health Association of Columbia-Greene Counties, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
248
Participants Below avg headcount
35th
Percentile by assets National rank
$12,761
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan · Sponsored by Mental Health Association of Columbia-Greene Counties, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 248 participants

Mental Health Association of Columbia-Greene Counties, Inc.'s Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan reported $3M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #5,963 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan covers 248 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $3M.

#5,963
in Healthcare & Social Assistance (16,916 peers)
+4.1%
assets growth YoY

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan vs every filed plan by assets

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

$3,164,638 35th percentile higher than 35% 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 Assoc of Columbia-Greene Counties Inc 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. Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan reported net income fell from $536K in the plan year 2023 filing to $118K in the plan year 2024 filing.
  • Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 146030796 · Mental Health Association of Columbia-Greene Counties, Inc. PY 2024 · 401(k)

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan · $3M · 248 · 35th

  • RANK $3M
  • PHOTO 248
  • IND 35th
  • EOY 401(k)
  • 5500 near Buffington Mohr Mcneal 401(k) Profit Sharing Plan
  • ASSETS ind #5963

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 New York →

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan in the asset neighbourhood

On-Line Applications Research Corporation 401(k) PlanOn-Line Applications Researc…$3MMental Health Assoc of Columbia-Greene Counties Inc Retirement PlanMental Health Assoc of Colum…$3MBuffington Mohr Mcneal 401(k) Profit Sharing PlanBuffington Mohr Mcneal 401(k…$3ME-Technology LLC 401(k) Profit Sharing Plan & TrustE-Technology LLC 401(k) Prof…$3MBroadview Financial Management, LLC Retirement PlanBroadview Financial Manageme…$3M
End-of-year total assets ($M) among Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$118K
Employer EIN146030796
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Association of Columbia-Greene Counties, Inc.)

Sponsor-wide plan assets over time

All Mental Health Association of Columbia-Greene Counties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.37311207322732% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.5M $3.16M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 247 $3M
2023 1 246 $3M
2024 1 248 $3M

Nearby 401(k) Plans in New York

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

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan, Total assets ($B): 0.003164638 · Participants: 248Mental Health Assoc of Columbia-Greene Counties Inc Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan side-by-side with 3 peers →

Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Buffington Mohr Mcneal 401(k) Profit Sharing Plan in ID ($3M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Assoc of Columbia-Greene Counties Inc Retirement Plan assets move in 2024? ▼
Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan edged up modestly - up 4.1% during 2024, from $3M to $3M. Reported net income was $118K.
How have Mental Health Association of Columbia-Greene Counties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Association of Columbia-Greene Counties, Inc.'s sponsor-wide assets grew 26.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buffington Mohr Mcneal 401(k) Profit Sharing Plan in ID ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Mental Health Assoc of Columbia-Greene Counties Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 146030796.

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.