Other · DOL Form 5500 · 2024
Washington County Mental Health Services Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 668
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $42,019
- Avg per participant Low balance/head
Official DOL plan name: Washington County Mental Health Services, Inc. 403b Plan · Sponsored by Washington County Mental Health Services · Vermont · Healthcare & Social Assistance
$28M in assets, 668 participants
Washington County Mental Health Services's Washington County Mental Health Services, Inc. 403b Plan reported $28M in total assets and 668 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #13,508 in Healthcare & Social Assistance (16,916 peers)
Coverage in Vermont
Washington County Mental Health Services, Inc. 403b Plan covers 668 participants in Vermont, 2.7x the typical Vermont plan (state average ~245 per filing). Assets: $28M.
- #13,508
- in Healthcare & Social Assistance (16,916 peers)
- +12.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Washington County Mental Health Services, Inc. 403b Plan's outsized position by total assets
Washington County Mental Health Services, Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,068,770 Top 24% higher than 76% 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
Washington County Mental Health Services, Inc. 403b 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. Washington County Mental Health Services, Inc. 403b Plan sits mid-pack in the medium band (668 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Washington County Mental Health Services, Inc. 403b Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Washington County Mental Health Services, Inc. 403b Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Washington County Mental Health Services, Inc. 403b Plan reported participants rose from 657 in the plan year 2023 filing to 668 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030215872 · Washington County Mental Health Services PY 2024 · Other
Washington County Mental Health Services, Inc. 403b Plan · $28M · 668 · 76th
- PART $28M
- TYPE 668
- NET 76th
- BOOK Other
- VS-ST near Goodwill of San Antonio Retirement Savings Plan
- BOY ind #13508
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 Vermont →
Washington County Mental Health Services, Inc. 403b Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 030215872 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Washington County Mental Health Services)
Sponsor-wide plan assets over time
All Washington County Mental Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 31.856262389958378% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 613 | $21M |
| 2023 | 1 | 657 | $25M |
| 2024 | 1 | 668 | $28M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Washington County Mental Health Services, Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Goodwill of San Antonio Retirement Savings Plan in TX ($28M); by covered participants it is Summitstone Health Partners 403(b) Retirement Plan in CO (668 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Goodwill of San Antonio Retirement Savings Plan (TX) $28M · 1,869
- Packard Children's Health Alliance 403(b) Retirement Plan (CA) $28M · 370
- Far Hills Country Day School Defined Contribution Retirement Plan (NJ) $28M · 81
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan (NY) $28M · 53
Similar participant headcount
Nearest other-state filings by covered participants (668 participants); asset peers above are excluded.
- Summitstone Health Partners 403(b) Retirement Plan (CO) 668 · 0 off
- The Cna Corporation Retirement Plan (VA) 668 · 0 off
- Pmhcc, Inc. 403(b) Plan (PA) 669 · 1 off
- University of Dubuque Employees' 403(b) Plan (IA) 669 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.