Other · DOL Form 5500 · 2024

Mental Health Cooperative Inc. Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
869
Participants Near avg headcount
85th
Percentile by assets National rank
$60,810
Avg per participant Low balance/head
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Official DOL plan name: Mental Health Cooperative Retirement Plan · Sponsored by Mental Health Cooperative Inc. · Tennessee · Healthcare & Social Assistance

$53M in assets, 869 participants

Mental Health Cooperative Inc.'s Mental Health Cooperative Retirement Plan reported $53M in total assets and 869 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,708 in Healthcare & Social Assistance (16,916 peers)

Where Mental Health Cooperative Retirement Plan sits by assets

Mental Health Cooperative Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 869 participants (~$60,810/participant), up 9.8% in 2024.

#14,708
in Healthcare & Social Assistance (16,916 peers)
+9.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mental Health Cooperative Retirement Plan's outsized position by total assets

Mental Health Cooperative Retirement Plan vs every filed plan by assets

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

$52,843,723 Top 15% higher than 85% 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

Mental Health Cooperative 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. Mental Health Cooperative Retirement Plan sits mid-pack in the medium band (869 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mental Health Cooperative Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mental Health Cooperative Retirement Plan reported participants rose from 775 in the plan year 2023 filing to 869 in the plan year 2024 filing.
  • Mental Health Cooperative Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 582018687 · Mental Health Cooperative Inc. PY 2024 · Other

Mental Health Cooperative Retirement Plan · $53M · 869 · 85th

  • NET $53M
  • NET 869
  • NET 85th
  • NET Other
  • NET near American Society for Technion Defined Contribution Plan
  • NET ind #14708

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 Tennessee →

Mental Health Cooperative Retirement Plan in the asset neighbourhood

Woodland Park Zoological Society 403(b) Retirement PlanWoodland Park Zoological Soc…$53MThe International School of San Francisco DC Retirement PlanThe International School of …$53MMental Health Cooperative Retirement PlanMental Health Cooperative Re…$53MAmerican Society for Technion Defined Contribution PlanAmerican Society for Technio…$53MTerc, Inc. DC Retirement Plan$53M
End-of-year total assets ($M) among Mental Health Cooperative Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$5M
Employer EIN582018687
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Cooperative Inc.)

Sponsor-wide plan assets over time

All Mental Health Cooperative Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.14768044583108% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.3M $52.8M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 737 $38M
2023 1 775 $48M
2024 1 869 $53M

Nearby Other Plans in Tennessee

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

Mental Health Cooperative Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mental Health Cooperative Retirement Plan, Total assets ($B): 0.052843723 · Participants: 869Mental Health Cooperative Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Mental Health Cooperative Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Mental Health Cooperative Retirement Plan side-by-side with 3 peers →

Mental Health Cooperative Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is American Society for Technion Defined Contribution Plan in NY ($53M); by covered participants it is University of St. Thomas 403(b) Retirement Plan in TX (869 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (869 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 Mental Health Cooperative Retirement Plan assets move in 2024? ▼
Mental Health Cooperative Retirement Plan grew at a solid clip - up 9.8% during 2024, from $48M to $53M. Reported net income was $5M.
How have Mental Health Cooperative Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mental Health Cooperative Inc.'s sponsor-wide assets grew 38.1%, from $38M to $53M.
Where does Mental Health Cooperative Retirement Plan rank by assets among Form 5500 filers? ▼
Mental Health Cooperative Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mental Health Cooperative Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Society for Technion Defined Contribution Plan in NY ($53M, 70 participants).
Which Other plans cover a similar participant headcount to Mental Health Cooperative Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of St. Thomas 403(b) Retirement Plan in TX (869 participants, $71M 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 582018687.

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.