401(k) · DOL Form 5500 · 2024
Jefferson Center for Mental Health 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 801
- Participants Near avg headcount
- 82nd
- Percentile by assets National rank
- $52,993
- Avg per participant Low balance/head
Official DOL plan name: Jefferson Center for Mental Health Savings Plan · Sponsored by Jefferson Center for Mental Health · Colorado · Healthcare & Social Assistance
$42M in assets, 801 participants
Jefferson Center for Mental Health's Jefferson Center for Mental Health Savings Plan reported $42M in total assets and 801 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #14,338 in Healthcare & Social Assistance (16,916 peers)
Coverage in Colorado
Jefferson Center for Mental Health Savings Plan covers 801 participants in Colorado, 2.1x the typical Colorado plan (state average ~376 per filing). Assets: $42M.
- #14,338
- in Healthcare & Social Assistance (16,916 peers)
- +2.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Jefferson Center for Mental Health Savings Plan's outsized position by total assets
Jefferson Center for Mental Health Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,447,497 Top 18% higher than 82% 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
Jefferson Center for Mental Health Savings 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. Jefferson Center for Mental Health Savings Plan sits mid-pack in the medium band (801 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferson Center for Mental Health Savings Plan reported net income fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Jefferson Center for Mental Health Savings Plan reported participants rose from 661 in the plan year 2023 filing to 801 in the plan year 2024 filing.
- Jefferson Center for Mental Health Savings Plan end-of-year assets rose from $41M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 840474717 · Jefferson Center for Mental Health PY 2024 · 401(k)
Jefferson Center for Mental Health Savings Plan · $42M · 801 · 82nd
- EIN $42M
- RANK 801
- PHOTO 82nd
- IND 401(k)
- EOY near Cohen, Seglias, Pallas, Greenhall & Furman, P. C. Profit Sharing 401(k) Plan
- 5500 ind #14338
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 Colorado →
Jefferson Center for Mental Health Savings Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $1M |
| Employer EIN | 840474717 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferson Center for Mental Health)
Sponsor-wide plan assets over time
All Jefferson Center for Mental Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 35.68565393359469% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,172 | $34M |
| 2023 | 1 | 661 | $41M |
| 2024 | 2 | 1,590 | $46M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Jefferson Center for Mental Health Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Cohen, Seglias, Pallas, Greenhall & Furman, P. C. Profit Sharing 401(k) Plan in PA ($42M); by covered participants it is Brown Advisory 401(k) Plan in MD (801 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Cohen, Seglias, Pallas, Greenhall & Furman, P. C. Profit Sharing 401(k) Plan (PA) $42M · 137
- Missouri Farm Bureau Savings Plan and Trust (MO) $42M · 545
- American College of Emergency Physicians 401(k) Ps Plan (TX) $42M · 145
- Lucile Packard Foundation for Children's Health Retirement & Savings 401(k) Plan (CA) $42M · 133
Similar participant headcount
Nearest other-state filings by covered participants (801 participants); asset peers above are excluded.
- Brown Advisory 401(k) Plan (MD) 801 · 0 off
- Border Foods, LLC. 401(k) Plan (MN) 801 · 0 off
- Open Systems International 401(k) Plan (MA) 801 · 0 off
- L.B. Foster Company 401(k) and Profit Sharing Plan (PA) 801 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.