Other
2024 plan-year Other DOL Form 5500

Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mental Health Association in Orange County, Inc. Β· New York Β· Healthcare & Social Assistance

What the 2023 filing shows

Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. holds N/A for 138 participants.

N/A
total plan assets (2024 EOY)
138
covered participants
Total Assets (2023)
N/A
Participants
138
State
Industry
Healthcare & Social Assistance

What the Filing Says About Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.

Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. is a Other retirement plan sponsored by Mental Health Association in Orange County, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 138 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 146024124, and the plan has been effective since 1988-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN146024124
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Association in Orange County, Inc.)

Year Plans Participants Total Assets
2022 1 118 $408K
2023 1 134 $603K
2024 1 138 N/A

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.?
As of the 2024 Form 5500 filing, Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. holds N/A in total assets with 138 participants. It is sponsored by Mental Health Association in Orange County, Inc..
What type of plan is Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.?
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. is a Other plan. It has been effective since 1988-08-01. The plan is filed with the U.S. Department of Labor under EIN 146024124.
Who sponsors the Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.?
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. is sponsored by Mental Health Association in Orange County, Inc., located in New York. The sponsor's EIN is 146024124 and the plan operates in the Healthcare & Social Assistance industry.
How did Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. perform in 2024?
Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. held N/A in total assets at the end of 2024.
Where can I find official filings for Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc.?
Official Form 5500 filings for Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 146024124 or plan name at efast.dol.gov.
How does Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. compare to other plans?
You can compare Tax Deferred Annuity Plan of Mental Health Association in Orange County Inc. against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 146024124.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.