Other · DOL Form 5500 · 2024

Jefferson Center for Mental Health Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
789
Participants Near avg headcount
38th
Percentile by assets National rank
$4,856
Avg per participant Low balance/head
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Official DOL plan name: Jefferson Center for Mental Health 403(b) Pension Plan · Sponsored by Jefferson Center for Mental Health · Colorado · Healthcare & Social Assistance

$4M in assets, 789 participants

Jefferson Center for Mental Health's Jefferson Center for Mental Health 403(b) Pension Plan reported $4M in total assets and 789 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,603 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Jefferson Center for Mental Health 403(b) Pension Plan covers 789 participants in Colorado, 2.1x the typical Colorado plan (state average ~376 per filing). Assets: $4M.

#6,603
in Healthcare & Social Assistance (16,916 peers)
-26.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jefferson Center for Mental Health 403(b) Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Jefferson Center for Mental Health 403(b) Pension Plan vs every filed plan by assets

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

$3,831,425 38th percentile higher than 38% 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

Jefferson Center for Mental Health 403(b) Pension 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 403(b) Pension Plan sits mid-pack in the medium band (789 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Jefferson Center for Mental Health 403(b) Pension Plan end-of-year assets rose from $426K in the plan year 2022 filing to $4M in the plan year 2024 filing.
  • Jefferson Center for Mental Health 403(b) Pension Plan reported net income fell from -$237K in the plan year 2022 filing to -$1M in the plan year 2024 filing.
  • Jefferson Center for Mental Health 403(b) Pension Plan reported participants rose from 575 in the plan year 2022 filing to 789 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 840474717 · Jefferson Center for Mental Health PY 2024 · Other

Jefferson Center for Mental Health 403(b) Pension Plan · $4M · 789 · 38th

  • PCT $4M
  • EIN 789
  • RANK 38th
  • PHOTO Other
  • IND near Nuestra Clinica Del Valle Employees Retirement Plan
  • EOY ind #6603

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 403(b) Pension Plan in the asset neighbourhood

Exchange Club-Carl Perkins Center 403(b) PlanExchange Club-Carl Perkins C…$4MThe Chicago High School for the Arts 403(b) PlanThe Chicago High School for …$4MMemorial Hospital Employee's Pension PlanMemorial Hospital Employee's…$4MJefferson Center for Mental Health 403(b) Pension PlanJefferson Center for Mental …$4MNuestra Clinica Del Valle Employees Retirement PlanNuestra Clinica Del Valle Em…$4M
End-of-year total assets ($M) among Jefferson Center for Mental Health 403(b) Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN840474717
Plan Effective Date2009-12-15
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $34.1M $46.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 1,172 $34M
2023 1 661 $41M
2024 2 1,590 $46M

Nearby Other Plans in Colorado

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

Jefferson Center for Mental Health 403(b) Pension Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -0.500.511.5 Total assets ($B) Participants Jefferson Center for Mental Health 403(b) Pension Plan, Total assets ($B): 0.003831425 · Participants: 789Jefferson Center for Mental Health 403(b) Pension PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Jefferson Center for Mental Health 403(b) Pension Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Jefferson Center for Mental Health 403(b) Pension Plan side-by-side with 3 peers →

Jefferson Center for Mental Health 403(b) Pension Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Nuestra Clinica Del Valle Employees Retirement Plan in TX ($4M); by covered participants it is North County Health Project, Inc. 403(b) Plan in CA (789 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (789 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 Jefferson Center for Mental Health 403(b) Pension Plan assets move in 2024? ▼
Jefferson Center for Mental Health 403(b) Pension Plan declined sharply - down 26.3% during 2024, from $5M to $4M. Reported net income was -$1M.
How have Jefferson Center for Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferson Center for Mental Health's sponsor-wide assets grew 35.7%, from $34M to $46M.
Which Other plans are similar in size to Jefferson Center for Mental Health 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by assets is Nuestra Clinica Del Valle Employees Retirement Plan in TX ($4M, 319 participants).
Which Other plans cover a similar participant headcount to Jefferson Center for Mental Health 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is North County Health Project, Inc. 403(b) Plan in CA (789 participants, $62M 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 840474717.

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.