Other · DOL Form 5500 · 2024

Mental Health Connecticut, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
204
Participants Below avg headcount
49th
Percentile by assets National rank
$35,019
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Connecticut, Inc. Retirement Plan · Sponsored by Mental Health Connecticut, Inc. · Connecticut · Healthcare & Social Assistance

$7M in assets, 204 participants

Mental Health Connecticut, Inc.'s Mental Health Connecticut, Inc. Retirement Plan reported $7M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,044 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Mental Health Connecticut, Inc. Retirement Plan covers 204 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $7M.

#9,044
in Healthcare & Social Assistance (16,916 peers)
+23.9%
assets growth YoY

Mental Health Connecticut, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mental Health Connecticut, Inc. Retirement Plan vs every filed plan by assets

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

$7,143,854 49th percentile higher than 49% 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 Connecticut, 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 Connecticut, Inc. Retirement Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mental Health Connecticut, Inc. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mental Health Connecticut, Inc. Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060646593 · Mental Health Connecticut, Inc. PY 2024 · Other

Mental Health Connecticut, Inc. Retirement Plan · $7M · 204 · 49th

  • EIN $7M
  • RANK 204
  • PHOTO 49th
  • IND Other
  • EOY near The Forum for Youth Investment 403(b) DC Plan
  • 5500 ind #9044

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 Connecticut →

Mental Health Connecticut, Inc. Retirement Plan in the asset neighbourhood

Mosaic Health, Inc. 403(b) PlanMosaic Health, Inc. 403(b) P…$7MMental Health Connecticut, Inc. Retirement PlanMental Health Connecticut, I…$7MThe Forum for Youth Investment 403(b) DC PlanThe Forum for Youth Investme…$7MCommunity Guidance Center Tax Sheltered Annuity 403(b) PlanCommunity Guidance Center Ta…$7MSt Benedict Health Center Tax Deferred Annuity PlanSt Benedict Health Center Ta…$7M
End-of-year total assets ($M) among Mental Health Connecticut, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN060646593
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Connecticut, Inc.)

Sponsor-wide plan assets over time

All Mental Health Connecticut, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 57.741294573756385% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.53M $7.14M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 205 $5M
2023 1 206 $6M
2024 1 204 $7M

Nearby Other Plans in Connecticut

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

Mental Health Connecticut, Inc. Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Mental Health Connecticut, Inc. Retirement Plan, Total assets ($B): 0.007143854 · Participants: 204Mental Health Connecticut, Inc. Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Mental Health Connecticut, Inc. Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Mental Health Connecticut, Inc. Retirement Plan side-by-side with 3 peers →

Mental Health Connecticut, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is The Forum for Youth Investment 403(b) DC Plan in DC ($7M); by covered participants it is Step Up Suncoast, Inc. 403(b) Plan in FL (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Connecticut, Inc. Retirement Plan assets move in 2024? ▼
Mental Health Connecticut, Inc. Retirement Plan grew sharply - up 23.9% during 2024, from $6M to $7M. Reported net income was $1M.
How have Mental Health Connecticut, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Connecticut, Inc.'s sponsor-wide assets grew 57.7%, from $5M to $7M.
Which Other plans are similar in size to Mental Health Connecticut, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Forum for Youth Investment 403(b) DC Plan in DC ($7M, 56 participants).
Which Other plans cover a similar participant headcount to Mental Health Connecticut, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Step Up Suncoast, Inc. 403(b) Plan in FL (204 participants, $7M 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 060646593.

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.