Other · DOL Form 5500 · 2024
Mental Health Association, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 701
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $11,121
- Avg per participant Low balance/head
Official DOL plan name: Mental Health Association, Inc. 403(b) Retirement Plan · Sponsored by Mental Health Association, Inc. · Massachusetts · Healthcare & Social Assistance
$8M in assets, 701 participants
Mental Health Association, Inc.'s Mental Health Association, Inc. 403(b) Retirement Plan reported $8M in total assets and 701 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,361 in Healthcare & Social Assistance (16,916 peers)
Mental Health Association, Inc. multi-year trail
Mental Health Association, Inc.'s plans moved +21.5% in assets from 2022 to 2024; this filing shows Mental Health Association, Inc. 403(b) Retirement Plan at $8M / 701 participants.
- #9,361
- in Healthcare & Social Assistance (16,916 peers)
- +11.8%
- assets growth YoY
Mental Health Association, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Mental Health Association, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,795,602 Top 50% higher than 50% 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 Association, Inc. 403(b) Retirement 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 Association, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (701 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mental Health Association, Inc. 403(b) Retirement Plan reported net income rose from $557K in the plan year 2023 filing to $822K in the plan year 2024 filing.
- Mental Health Association, Inc. 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Mental Health Association, Inc. 403(b) Retirement Plan reported participants rose from 662 in the plan year 2023 filing to 701 in the plan year 2024 filing.
DOL schedule card
Filing strip 046197938 · Mental Health Association, Inc. PY 2024 · Other
Mental Health Association, Inc. 403(b) Retirement Plan · $8M · 701 · 50th
- VS-ST $8M
- BOY 701
- SCH 50th
- EBSA Other
- PART near Partnership Community Health Center 403(b)
- TYPE ind #9361
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 →
Mental Health Association, Inc. 403(b) Retirement Plan in the asset neighbourhood
Mental Health Association, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mental Health Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 21.50502472931176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 573 | $6M |
| 2023 | 1 | 662 | $7M |
| 2024 | 1 | 701 | $8M |
Mental Health Association, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $822K |
| Employer EIN | 046197938 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
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
Mental Health Association, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Partnership Community Health Center 403(b) in WI ($8M); by covered participants it is The New Teacher Project 403(b) Plan in NY (701 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (701 participants); asset peers above are excluded.
- The New Teacher Project 403(b) Plan (NY) 701 · 0 off
- 403(b) Thrift Plan for Colorado Coalition for the Homeless (CO) 701 · 0 off
- Capital Hospice 403(b) Retirement Plan (VA) 701 · 0 off
- Tax Deferred Annuity Plan of Lifesteps, Inc. (PA) 702 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.