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Department of Labor filing

MENTAL HEALTH ASSOCIATION

403(B) THRIFT PLAN FOR EMPLOYEES OF MENTAL HEALTH ASSOCIATION OF NASSAU COUNTY, INC. · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Feb 5, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
135

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$113 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 38% of comparable plans
↗Investment performance
Not available

Plan assets changed 19.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense38th percentileTypical peer $74 · based on 845 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MENTAL HEALTH ASSOCIATION reported Not reported in employer contributions across the plan and 135 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy92%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 2202.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
Not reported
Participant contributions
$153,394
Other contributions
$3,471
Employer share of reported contributions
Not reported
Beginning assets
$1,707,684
Ending assets
$2,037,356
Ending net assets
$2,037,356
Ending liabilities
$0
Total income
$420,703
Total expenses
$91,031
Administrative expenses
$19,910
Participant loans
$43,014

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$0
2023
Not reported
2024
Not reported
Plan-paid administrative expenses per participant
2022
$5
2023
$18
2024
$113
Active participants
2022
142
2023
134
2024
135
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported1352M20260205104847NAL0007251968001
2023Not reported1341.7M20250702084612NAL0018519440001
2022$01421.9M20241204083903NAL0006281552001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
2.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
111710983-003

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Aug 1, 1984
Industry
Health care and social assistance
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G3D2J2E2S2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2022Not reportedunknown
AMERICAN FUNDS2022Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2022Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2022Not reportedunknown
DWS2022Not reportedunknown
FIDELITY INVESTMENTS2022Not reportedunknown
GOLDMAN SACHS2022Not reportedunknown
INVESCO2022Not reportedunknown
MFS2022Not reportedunknown
MUTUAL OF AMERICA2022Not reportedunknown
NEUBERGER BERMAN2022Not reportedunknown
PIMCO2022Not reportedunknown
T. ROWE PRICE2022Not reportedunknown
VANGUARD2022Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2022Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260205104847NAL0007251968001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗