401(k)
2024 plan-year 401(k) DOL Form 5500

Mental Health Association of Nassau County 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mental Health Association of Nassau County, Inc ยท New York ยท Healthcare & Social Assistance

What the 2023 filing shows

Mental Health Association of Nassau County 403(b) Plan holds $2M for 134 participants - about $15,204 per participant, up 19.3% over the 2024 plan year.

$2M
total plan assets (2024 EOY)
134
covered participants
$15,204
avg assets per participant
+19.3%
assets growth YoY
Total Assets (2023)
$2M
Participants
134
State
Industry
Healthcare & Social Assistance

What the Filing Says About Mental Health Association of Nassau County 403(b) Plan

Mental Health Association of Nassau County 403(b) Plan is a 401(k) retirement plan sponsored by Mental Health Association of Nassau County, Inc, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 134 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 111710983, and the plan has been effective since 1984-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $2M at year-end โ€” a gain of 19.3%. Net assets (after liabilities) closed the year at $2M, with reported net income of $330K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$330K
Plan Type401(k)
Employer EIN111710983
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mental Health Association of Nassau County, Inc)

Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 142 $2M
2024 1 134 $2M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Mental Health Association of Nassau County 403(b) Plan?
As of the 2024 Form 5500 filing, Mental Health Association of Nassau County 403(b) Plan holds $2M in total assets with 134 participants. It is sponsored by Mental Health Association of Nassau County, Inc.
What type of plan is Mental Health Association of Nassau County 403(b) Plan?
Mental Health Association of Nassau County 403(b) Plan is a 401(k) plan. It has been effective since 1984-08-01. The plan is filed with the U.S. Department of Labor under EIN 111710983.
Who sponsors the Mental Health Association of Nassau County 403(b) Plan?
Mental Health Association of Nassau County 403(b) Plan is sponsored by Mental Health Association of Nassau County, Inc, located in New York. The sponsor's EIN is 111710983 and the plan operates in the Healthcare & Social Assistance industry.
How did Mental Health Association of Nassau County 403(b) Plan perform in 2024?
Mental Health Association of Nassau County 403(b) Plan grew by 19.3% during 2024, moving from $2M to $2M in total assets. Net income was $330K.
Where can I find official filings for Mental Health Association of Nassau County 403(b) Plan?
Official Form 5500 filings for Mental Health Association of Nassau County 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 111710983 or plan name at efast.dol.gov.
How does Mental Health Association of Nassau County 403(b) Plan compare to other plans?
You can compare Mental Health Association of Nassau County 403(b) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 111710983.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.