401(k) · DOL Form 5500 · 2024
Center for Mental Health 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $23,454
- Avg per participant Low balance/head
Official DOL plan name: Center for Mental Health 401(k) Profit Sharing Plan & Trust · Sponsored by Center for Mental Health · Montana · Healthcare & Social Assistance
$3M in assets, 140 participants
Center for Mental Health's Center for Mental Health 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,057 in Healthcare & Social Assistance (16,916 peers)
Center for Mental Health multi-year trail
Center for Mental Health's plans moved +28.7% in assets from 2022 to 2024; this filing shows Center for Mental Health 401(k) Profit Sharing Plan & Trust at $3M / 140 participants.
- #6,057
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
Center for Mental Health 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Center for Mental Health 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,283,610 35th percentile higher than 35% 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
Center for Mental Health 401(k) Profit Sharing Plan & Trust 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. Center for Mental Health 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Center for Mental Health 401(k) Profit Sharing Plan & Trust reported net income rose from $316K in the plan year 2023 filing to $418K in the plan year 2024 filing.
- Center for Mental Health 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Center for Mental Health 401(k) Profit Sharing Plan & Trust reported participants fell from 145 in the plan year 2023 filing to 140 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 810347441 · Center for Mental Health PY 2024 · 401(k)
Center for Mental Health 401(k) Profit Sharing Plan & Trust · $3M · 140 · 35th
- NET $3M
- NET 140
- NET 35th
- NET 401(k)
- NET near Kit Homebuilders West 401(k) Plan
- NET ind #6057
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 Montana →
Center for Mental Health 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Center for Mental Health multi-year asset trail
Sponsor-wide plan assets over time
All Center for Mental Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 28.749530463231842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $3M |
| 2023 | 1 | 145 | $3M |
| 2024 | 1 | 140 | $3M |
Center for Mental Health filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $418K |
| Employer EIN | 810347441 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $623M · 1,619
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
Center for Mental Health 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Kit Homebuilders West 401(k) Plan in ID ($3M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Conformis, Inc. 401(k) Plan (MA) 140 · 0 off
- Kuehl Enterprises, LLC 401(k) Retirement Plan (KS) 140 · 0 off
- 401(k) Savings Plan for Peter Marino Architects (NY) 140 · 0 off
- Zink Distributing Company 401(k) Retirement Plan (IN) 140 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.