Other · DOL Form 5500 · 2024
Association for Mental Health & Wellness Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $74,972
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness · Sponsored by Association for Mental Health & Wellness Inc. · New York · Other Services
$9M in assets, 123 participants
Association for Mental Health & Wellness Inc.'s 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness reported $9M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #5,670 in Other Services (7,719 peers)
Coverage in New York
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #5,670
- in Other Services (7,719 peers)
- +9.9%
- assets growth YoY
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness's mid-pack asset rank among Other Services and all filers
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,221,499 Top 46% higher than 54% 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
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness 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. 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness reported net income rose from $442K in the plan year 2023 filing to $834K in the plan year 2024 filing.
- 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- 403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness reported participants fell from 134 in the plan year 2023 filing to 123 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 113012392 · Association for Mental Health & Wellness Inc. PY 2024 · Other
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness · $9M · 123 · 54th
- SCH $9M
- SCH 123
- SCH 54th
- SCH Other
- SCH near The Pines at Davidson, Inc. 403(b) Plan
- SCH ind #5670
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $834K |
| Employer EIN | 113012392 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association for Mental Health & Wellness Inc.)
Sponsor-wide plan assets over time
All Association for Mental Health & Wellness Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 16.056631463929687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $8M |
| 2023 | 1 | 134 | $8M |
| 2024 | 1 | 123 | $9M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Pines at Davidson, Inc. 403(b) Plan in NC ($9M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 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.