Other · DOL Form 5500 · 2024
Mental Health Partnerships Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $38,070
- Avg per participant Low balance/head
Official DOL plan name: Mental Health Partnerships Tax Sheltered Annuity Plan · Sponsored by Mental Health Partnerships · Pennsylvania · Healthcare & Social Assistance
$7M in assets, 172 participants
Mental Health Partnerships's Mental Health Partnerships Tax Sheltered Annuity Plan reported $7M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,682 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
Mental Health Partnerships Tax Sheltered Annuity Plan covers 172 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.
- #8,682
- in Healthcare & Social Assistance (16,916 peers)
- +10.2%
- assets growth YoY
Mental Health Partnerships Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mental Health Partnerships Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,548,082 47th percentile higher than 47% 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
Mental Health Partnerships Tax Sheltered Annuity 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 Partnerships Tax Sheltered Annuity Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mental Health Partnerships Tax Sheltered Annuity Plan reported participants rose from 150 in the plan year 2023 filing to 172 in the plan year 2024 filing.
- Mental Health Partnerships Tax Sheltered Annuity Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 231425035 · Mental Health Partnerships PY 2024 · Other
Mental Health Partnerships Tax Sheltered Annuity Plan · $7M · 172 · 47th
- BOOK $7M
- VS-ST 172
- BOY 47th
- SCH Other
- EBSA near Maine Family Planning 403(b) Plan
- PART ind #8682
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 Pennsylvania →
Mental Health Partnerships Tax Sheltered Annuity Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $603K |
| Employer EIN | 231425035 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mental Health Partnerships)
Sponsor-wide plan assets over time
All Mental Health Partnerships plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 23.204186933106495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $5M |
| 2023 | 1 | 150 | $6M |
| 2024 | 1 | 172 | $7M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Mental Health Partnerships Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Maine Family Planning 403(b) Plan in ME ($7M); by covered participants it is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) 172 · 0 off
- The Stony Brook School 403(b) Defined Contribution Plan (NY) 172 · 0 off
- 403(b) Thrift Plan for Employees of 18 Degrees, Inc. (MA) 172 · 0 off
- Corporation for Supportive Housing Retirement Plan (NY) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.