Other · DOL Form 5500 · 2024
Mental Health Cooperative Inc. Retirement Plan
Data updated 2026-08-11
- $53M
- Total assets
- 869
- Participants
- 85th
- Percentile by assets
- $60,810
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $53M
- total plan assets (2024 EOY)
- 869
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $60,810
- avg assets per participant
Where Mental Health Cooperative Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Mental Health Cooperative Retirement Plan vs the 2024 asset distribution
By assets, Mental Health Cooperative Retirement Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $5M |
| Employer EIN | 582018687 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Cooperative Inc.)
| 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
- Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
- Vanderbilt University Retirement Plan $2.5B · 7,926
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
- Ballad Health 403(b) Plan $731M · 12,134
- Dialysis Clinic, Inc. Thrift Plan $446M · 5,578
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mental Health Cooperative Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Mental Health Cooperative Retirement Plan assets move in 2024? ▼
How have Mental Health Cooperative Inc. plan assets changed over time? ▼
Where does Mental Health Cooperative Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Mental Health Cooperative Retirement Plan? ▼
Next read for Mental Health Cooperative Retirement Pla…
Scale reading
Ways to act on Mental Health Cooperative Retirement Plan's numbers.
- By total assets, Mental Health Cooperative Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Mental Health Cooperative Inc.'s sponsor-wide assets have grown 38.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans