Department of Labor filing

MENTAL HEALTH ASSOCIATION OF COLUMBIA-GREENE COUNTIES, INC.

MENTAL HEALTH ASSOC OF COLUMBIA-GREENE COUNTIES INC RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,022

Reported employer contributions per active participant.

Higher than about 38% of comparable plans
#People in the filing
269

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$31 / participant

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

Lower cost than about 66% of comparable plans
Investment performance
Not available

Plan assets changed 4.1%, 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 · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions38th percentileTypical peer $1,271 · based on 835 comparable plans
Lower reported administrative expense66th 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 OF COLUMBIA-GREENE COUNTIES, INC. reported $274,951 in employer contributions across the plan and 269 active participants. That works out to $1,022 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 proxy88%

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 trendUp 7.6%

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

Expense trendUp 196.1%

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

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

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
$274,951
Participant contributions
$59,391
Other contributions
Not reported
Employer share of reported contributions
82.2%
Beginning assets
$3,040,489
Ending assets
$3,164,638
Ending net assets
$3,158,307
Ending liabilities
$6,331
Total income
$621,349
Total expenses
$503,054
Administrative expenses
$8,946
Participant loans
$144,303

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
$950
2023
$1,111
2024
$1,022
Plan-paid administrative expenses per participant
2022
$10
2023
$10
2024
$31
Active participants
2022
246
2023
248
2024
269
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,0222693.2M20251014074339NAL0001083459002
2023$1,1112483M20241011133559NAL0038872752004
2022$9502462.5M20231016145153NAL0038179841003

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
4.6%
Independent accountant’s opinion
Disclaimer of opinion Code 3
Late participant contributions reported
Not stated in the filing
Public plan identifier
146030796-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1998
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2R2T3D2J

Current plan terms

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Filing ACK_ID20251014074339NAL0001083459002
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗