Other · DOL Form 5500 · 2024
South Shore Mental Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 550
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $52,653
- Avg per participant Low balance/head
Official DOL plan name: South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan · Sponsored by South Shore Mental Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$29M in assets, 550 participants
South Shore Mental Health Center, Inc.'s South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported $29M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,575 in Healthcare & Social Assistance (16,916 peers)
Where South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits by assets
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits in the top quartile of all filed plans by assets, $29M for 550 participants (~$52,653/participant), up 1.9% in 2024.
- #13,575
- in Healthcare & Social Assistance (16,916 peers)
- +1.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan's outsized position by total assets
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,959,412 Top 23% higher than 77% 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
South Shore Mental Health Center, Inc. Tax Sheltered Ann. 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. South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan sits mid-pack in the medium band (550 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported net income fell from $747K in the plan year 2023 filing to $545K in the plan year 2024 filing.
- South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan reported participants fell from 568 in the plan year 2023 filing to 550 in the plan year 2024 filing.
- South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan end-of-year assets rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042677185 · South Shore Mental Health Center, Inc. PY 2024 · Other
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan · $29M · 550 · 77th
- NET $29M
- BOOK 550
- VS-ST 77th
- BOY Other
- SCH near Aspire Indiana Employer Sponsored 403(b) Plan
- EBSA ind #13575
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 Massachusetts →
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $545K |
| Employer EIN | 042677185 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Shore Mental Health Center, Inc.)
Sponsor-wide plan assets over time
All South Shore Mental Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 4.66738930557307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 586 | $28M |
| 2023 | 1 | 568 | $28M |
| 2024 | 1 | 550 | $29M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
South Shore Mental Health Center, Inc. Tax Sheltered Ann. Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Aspire Indiana Employer Sponsored 403(b) Plan in IN ($29M); by covered participants it is Refuah Health Center, Inc. 403(b) Plan in NY (550 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (550 participants); asset peers above are excluded.
- Refuah Health Center, Inc. 403(b) Plan (NY) 550 · 0 off
- John Knox Village Savings Plan (FL) 550 · 0 off
- Cornerstone Family Healthcare 403(b) Plan (NY) 550 · 0 off
- Mount Prospect Academy, Inc. 403(b) Plan (NH) 551 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.