401(k) · DOL Form 5500 · 2024

Compass Behavioral Health, a Family Therapy Professional Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
24th
Percentile by assets National rank
$44,948
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Compass Behavioral Health 401(k) Plan · Sponsored by Compass Behavioral Health, a Family Therapy Professional Corporation · California · Healthcare & Social Assistance

$1M in assets, 24 participants

Compass Behavioral Health, a Family Therapy Professional Corporation's Compass Behavioral Health 401(k) Plan reported $1M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,335 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Compass Behavioral Health 401(k) Plan grew sharply 18.3% in 2024 ($912K → $1M) for 24 participants.

#3,335
in Healthcare & Social Assistance (16,916 peers)
+18.3%
assets growth YoY

Compass Behavioral Health 401(k) Plan among the smaller filed plans by assets

Compass Behavioral Health 401(k) Plan vs every filed plan by assets

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

$1,078,762 24th percentile higher than 24% 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

Compass Behavioral Health 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Compass Behavioral Health 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 464552961 · Compass Behavioral Health, a Family Therapy Professional Corporation PY 2024 · 401(k)

Compass Behavioral Health 401(k) Plan · $1M · 24 · 24th

  • IND $1M
  • IND 24
  • IND 24th
  • IND 401(k)
  • IND near The Milk Shake Factory 401(k) Plan
  • IND ind #3335

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 California →

Compass Behavioral Health 401(k) Plan in the asset neighbourhood

Compass Behavioral Health 401(k) PlanCompass Behavioral Health 40…$1MThe Milk Shake Factory 401(k) PlanThe Milk Shake Factory 401(k…$1MFirst Naturalstate Bank Profit Sharing/401(k) PlanFirst Naturalstate Bank Prof…$1MJones American Hvac Inc. Retirement PlanJones American Hvac Inc. Ret…$1MCompu-Sports Inc 401(k) Plan$1M
End-of-year total assets ($M) among Compass Behavioral Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$912K
Net Assets (End of Year)$1M
Net Income$167K
Employer EIN464552961
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Compass Behavioral Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Compass Behavioral Health 401(k) Plan, Total assets ($B): 0.001078762 · Participants: 24Compass Behavioral Health 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Compass Behavioral Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Compass Behavioral Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Milk Shake Factory 401(k) Plan in PA ($1M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Compass Behavioral Health 401(k) Plan assets move in 2024?
Compass Behavioral Health 401(k) Plan grew sharply - up 18.3% during 2024, from $912K to $1M. Reported net income was $167K.
Where does Compass Behavioral Health 401(k) Plan rank by assets among Form 5500 filers?
Compass Behavioral Health 401(k) Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Compass Behavioral Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Milk Shake Factory 401(k) Plan in PA ($1M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Compass Behavioral Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K in assets).