401(k) · DOL Form 5500 · 2024

Mental Health Services of Erie 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
311
Participants Below avg headcount
64th
Percentile by assets National rank
$47,633
Avg per participant Low balance/head
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Official DOL plan name: Spectrum Health and Human Services Retirement Trust · Sponsored by Mental Health Services of Erie · New York · Healthcare & Social Assistance

$15M in assets, 311 participants

Mental Health Services of Erie's Spectrum Health and Human Services Retirement Trust reported $15M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,704 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Spectrum Health and Human Services Retirement Trust covers 311 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $15M.

#11,704
in Healthcare & Social Assistance (16,916 peers)
+9.5%
assets growth YoY

Spectrum Health and Human Services Retirement Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Spectrum Health and Human Services Retirement Trust vs every filed plan by assets

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

$14,813,938 Top 36% higher than 64% 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

Spectrum Health and Human Services Retirement Trust 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. Spectrum Health and Human Services Retirement Trust sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spectrum Health and Human Services Retirement Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Spectrum Health and Human Services Retirement Trust end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Spectrum Health and Human Services Retirement Trust reported participants fell from 331 in the plan year 2023 filing to 311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161019944 · Mental Health Services of Erie PY 2024 · 401(k)

Spectrum Health and Human Services Retirement Trust · $15M · 311 · 64th

  • RANK $15M
  • RANK 311
  • RANK 64th
  • RANK 401(k)
  • RANK near Texas De Brazil Savings Plan
  • RANK ind #11704

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 →

Spectrum Health and Human Services Retirement Trust in the asset neighbourhood

Spectrum Health and Human Services Retirement TrustSpectrum Health and Human Se…$15MTexas De Brazil Savings Plan$15MPve, LLC 401(k) Plan$15M401(k) Profit Sharing Plan for Employees of Lutheran Services in Iowa, Inc.401(k) Profit Sharing Plan f…$15MRochester Auto Group 401(k) Profit Sharing PlanRochester Auto Group 401(k) …$15M
End-of-year total assets ($M) among Spectrum Health and Human Services Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN161019944
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Services of Erie)

Sponsor-wide plan assets over time

All Mental Health Services of Erie plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.15250107698618% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12M $14.8M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 368 $12M
2023 1 331 $14M
2024 1 311 $15M

Nearby 401(k) Plans in New York

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

Spectrum Health and Human Services Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Spectrum Health and Human Services Retirement Trust, Total assets ($B): 0.014813938 · Participants: 311Spectrum Health and Human Services Retirement TrustIBM 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
Spectrum Health and Human Services Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Spectrum Health and Human Services Retirement Trust side-by-side with 3 peers →

Spectrum Health and Human Services Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Texas De Brazil Savings Plan in TX ($15M); by covered participants it is Syscom, Inc. 401(k) Plan in CO (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Spectrum Health and Human Services Retirement Trust assets move in 2024? ▼
Spectrum Health and Human Services Retirement Trust grew at a solid clip - up 9.5% during 2024, from $14M to $15M. Reported net income was $1M.
How have Mental Health Services of Erie plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Services of Erie's sponsor-wide assets grew 23.2%, from $12M to $15M.
Which 401(k) plans are similar in size to Spectrum Health and Human Services Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Texas De Brazil Savings Plan in TX ($15M, 2,340 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Health and Human Services Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Syscom, Inc. 401(k) Plan in CO (311 participants, N/A 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 161019944.

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.