Other · DOL Form 5500 · 2024
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $26,408
- Avg per participant Low balance/head
Official DOL plan name: Personal Enrichment Through Mental Health Services, Inc. Retirement Plan · Sponsored by Personal Enrichment Through Mental Health Services, Inc. · Florida · Healthcare & Social Assistance
$5M in assets, 206 participants
Personal Enrichment Through Mental Health Services, Inc.'s Personal Enrichment Through Mental Health Services, Inc. Retirement Plan reported $5M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #7,927 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan covers 206 participants in Florida, about 33% of the average Florida filer (state average ~628 per filing). Assets: $5M.
- #7,927
- in Healthcare & Social Assistance (16,916 peers)
- +14.1%
- assets growth YoY
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,440,101 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Personal Enrichment Through Mental Health Services, 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. Personal Enrichment Through Mental Health Services, Inc. Retirement Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Personal Enrichment Through Mental Health Services, Inc. Retirement Plan reported net income rose from $438K in the plan year 2023 filing to $673K in the plan year 2024 filing.
- Personal Enrichment Through Mental Health Services, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Personal Enrichment Through Mental Health Services, Inc. Retirement Plan reported participants rose from 201 in the plan year 2023 filing to 206 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 593153549 · Personal Enrichment Through Mental Health Services, Inc. PY 2024 · Other
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan · $5M · 206 · 43rd
- SCH $5M
- SCH 206
- SCH 43rd
- SCH Other
- SCH near Eton Academy 403(b) Defined Contribution Plan
- SCH ind #7927
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 Florida →
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $673K |
| Employer EIN | 593153549 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Personal Enrichment Through Mental Health Services, Inc.)
Sponsor-wide plan assets over time
All Personal Enrichment Through Mental Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 25.67641649592472% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $4M |
| 2023 | 1 | 201 | $5M |
| 2024 | 1 | 206 | $5M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Personal Enrichment Through Mental Health Services, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Eton Academy 403(b) Defined Contribution Plan in MI ($5M); by covered participants it is Pilgrim Place in Claremont 403(b) Plan in CA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Pilgrim Place in Claremont 403(b) Plan (CA) 206 · 0 off
- Ceres - 403(b) DC Plan (MA) 206 · 0 off
- The Mitchell Hamline School of Law 403(b) Plan (MN) 206 · 0 off
- Noble and Greenough School Retirement Plan (MA) 206 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.