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Industry · Form 5500 business code 621330
Offices of Mental Health Practitioners (except Physicians): retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. The business code is chosen by the filer from the list in the Form 5500 instructions.
For plan year 2024, 165 retirement plans in offices of mental health practitioners (except physicians) with 100 or more participants filed Form 5500: 164 defined contribution and 1 defined benefit. They reported 158,338 participant records and $3.17B in net assets, counting every plan on the form.
The median defined contribution plan held $20,388 per participant, well below the national median of $53,031, and its employer put in $1,078 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $85.44 per participant against $123 nationally.
Employers contributed $123M and participants $212M during the year, and the plans paid out $322M in benefits.
In 2009 the same group numbered 116 plans with $570M; by 2024 it was 165 plans (up 42%) and $3.17B (up 455%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $20,388 | $53,031 | $42,031 | $86,234 |
| Employer contributions per active participant | $1,078 | $2,174 | — | $10,244 |
| Schedule C compensation per participant | $85.44 | $123 | — | $344 |
| Schedule C compensation, share of net assets | 0.48% | 0.26% | — | 0.42% |
| Administrative expenses per participant | $75.25 | $116 | $7.33 | $527 |
Medians across plans with 100 or more participants (164 DC and 1 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $8,432 | $20,388 | $32,122 | 164 |
| Employer contributions per active participant | $422 | $1,078 | $2,097 | 148 |
| Schedule C compensation per participant | $34.73 | $85.44 | $144 | 147 |
| Administrative expenses per participant | $18.58 | $75.25 | $142 | 161 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2025partial | 23 | 9,530 | $174M | $11.3M | $13.3M | $20,817 | $90.98 |
| 2024 | 165 | 158,338 | $3.17B | $123M | $212M | $20,388 | $85.44 |
| 2023 | 158 | 144,926 | $2.68B | $106M | $180M | $20,319 | $78.10 |
| 2022 | 181 | 126,566 | $2.37B | $91.1M | $163M | $16,231 | $67.82 |
| 2021 | 170 | 105,945 | $2.11B | $73.6M | $122M | $20,716 | $64.89 |
| 2020 | 165 | 86,504 | $1.60B | $56.7M | $85.9M | $19,731 | $49.50 |
| 2019 | 152 | 68,435 | $1.19B | $48.8M | $72.8M | $17,624 | $49.78 |
| 2018 | 150 | 65,995 | $1.02B | $45.3M | $68.2M | $15,770 | $43.17 |
| 2017 | 145 | 60,441 | $995M | $37.0M | $58.1M | $16,636 | $29.13 |
| 2016 | 131 | 56,045 | $829M | $33.5M | $50.0M | $14,810 | $30.65 |
| 2015 | 130 | 52,281 | $765M | $31.3M | $45.9M | $15,128 | $34.01 |
| 2014 | 126 | 51,328 | $753M | $29.7M | $41.5M | $15,326 | $41.27 |
| 2013 | 118 | 47,640 | $712M | $29.2M | $38.2M | $14,245 | $38.61 |
| 2012 | 123 | 46,446 | $593M | $25.9M | $35.5M | $12,952 | $38.34 |
| 2011 | 121 | 46,593 | $556M | $28.4M | $44.1M | $11,860 | $34.64 |
| 2010 | 124 | 62,782 | $671M | $27.5M | $42.9M | $11,486 | $29.45 |
| 2009 | 116 | 61,247 | $570M | $31.0M | $40.8M | $10,260 | $27.08 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 164 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 164 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| The Arc New York Affiliated Employers 403(b) Plan | Nysarc, Inc. | NY | DC | 23,081 | $648M | $28,059 | $825 | $32.72 |
| The Arc New York Affiliated Employers 401(k) Plan | Nysarc, Inc. | NY | DC | 15,783 | $452M | $28,658 | $1,326 | $41.12 |
| Action Behavior Centers 401(k) Plan | Action Behavior Centers | TX | DC | 11,028 | $27.3M | $2,478 | $237 | $7.64 |
| Autism Learning Partners 401(k) Plan | Autism Learning Partners | CA | DC | 4,496 | $14.3M | $3,172 | — | $48.96 |
| Thriveworks 401(k) Plan | Thrive Counseling LLC | VA | DC | 4,262 | $41.1M | $9,646 | $1,094 | $58.91 |
| Blue Sprig Pediatrics, Inc. | Blue Sprig Pediatrics, Inc. | TX | DC | 4,142 | $24.0M | $5,783 | $272 | $66.07 |
| Newport Healthcare 401(k) Plan | Monroe Operations, LLC | TN | DC | 3,883 | $51.3M | $13,219 | $541 | $65.92 |
| Stars Behavioral Health Group Holding Company Employee Stock Ownership Plan | Stars Behavioral Health Group Holding Company | CA | DC | 2,607 | $96.1M | $36,869 | $1,951 | — |
| Stars Behavioral Health Group 401(k) Plan | Star Behavioral Health Group | CA | DC | 2,594 | $57.1M | $22,022 | $318 | $115 |
| Community Bridges, Inc. 401(k) Plan | Community Bridges, Inc. | AZ | DC | 2,305 | $30.7M | $13,329 | $1,002 | $10.80 |
| Health Connect America Retirement Savings Plan | Health Connect America | TN | DC | 2,209 | $10.8M | $4,877 | $174 | $39.79 |
| Living Your Best Retirement Life 401(k) Plan | Kadiant, LLC | NJ | DC | 2,159 | $9.9M | $4,608 | $29 | $69.07 |
| Primary Health Choice, Inc. 401(k) Plan | Primary Health Choice, Inc. | NC | DC | 2,007 | $949K | $473 | — | — |
| Jewish Board of Family and Children's Services 403(b) Plan | Jewish Board of Family & Children's Services | NY | DC | 2,005 | $30.9M | $15,412 | — | $97.20 |
| Ap Therapy LLC 401(k) Profit Sharing Plan | Ap Therapy LLC | NJ | DC | 1,948 | $6.4M | $3,270 | $190 | $40.41 |
| Caravel Autism Health, LLC 401(k) Plan | Caravel Autism Health, LLC | WI | DC | 1,939 | $15.9M | $8,190 | $279 | $85.44 |
| Accanto Health, LLC 401(k) Plan | Accanto Health, LLC | MN | DC | 1,742 | $42.5M | $24,374 | $1,420 | $118 |
| Gandara Mental Health Center, Inc. Benefit Plans | Gandara Mental Health Center | MA | DC | 1,727 | $4.1M | $2,400 | $202 | $4.10 |
| Oaks Integrated Care, Inc. 403(b) Savings Plan | Oaks Integrated Care, Inc. | NJ | DC | 1,639 | $47.4M | $28,913 | $5,151 | $36.74 |
| Compsych Management Corporation Retirement Plan | Compsych Management Corporation | IL | DC | 1,569 | $53.6M | $34,176 | $421 | $67.52 |
| Bestself Behavioral Health 401(k) Plan | Bestself Behavioral Health, Inc. | NY | DC | 1,483 | $32.4M | $21,849 | $1,171 | $120 |
| Center for Social Dynamics 401(k) Plan | Center for Social Dynamics Inc. | CA | DC | 1,482 | $4.9M | $3,305 | — | $8.89 |
| Bowen Health 403(b) Plan | Bowen Health | IN | DC | 1,453 | $25.0M | $17,194 | $680 | $123 |
| Turning Point Community Programs 401(k) Retirement Plan | Turning Point Community Programs | CA | DC | 1,335 | $25.2M | $18,851 | $1,276 | $189 |
| Myspot 401(k) Retirement Savings Plan | Kids Rehab Acquisition, Inc. | FL | DC | 1,311 | $3.4M | $2,615 | $517 | — |
| Arc Health Partners 401(k) Plan | Arc Health Opco, LLC | OH | DC | 1,285 | $11.5M | $8,987 | $1,085 | $22.96 |
| Volunteer Behavioral Health Salary Reduction Profit Sharing Plan | Volunteer Behavioral Health Care System | TN | DC | 1,274 | $23.4M | $18,388 | $574 | $73.41 |
| North Suffolk Community Services 403(b) Plan | North Suffolk Community Services, Inc. | MA | DC | 1,225 | $13.9M | $11,340 | $83 | $79.47 |
| Ima Group Management Company 401(k) Profit Sharing Plan & Trust | Ima Group Management Company | NY | DC | 1,225 | $23.2M | $18,971 | $523 | $67.11 |
| Key Autism Services Opr LLC 401(k) Profit Sharing Plan & Trust | Key Autism Services Opr LLC | IL | DC | 1,198 | $4.7M | $3,896 | $551 | $29.38 |
| Sound Employees Retirement Plan | Sound | WA | DC | 1,173 | $41.5M | $35,413 | $2,797 | $116 |
| The Menninger Clinic 403(b) Retirement Savings Plan | The Menninger Clinic | TX | DC | 1,001 | $42.2M | $42,195 | $2,592 | $17.77 |
| Didi Hirsch Mental Health Services Retirement Plan | Didi Hirsch Mental Health Services | CA | DC | 1,000 | $43.9M | $43,923 | $1,525 | $43.78 |
| Intercare Therapy, Inc. Profit Sharing Plan | Intercare Therapy, Inc. | CA | DC | 951 | $10.5M | $11,071 | $409 | $57.39 |
| Anthem Memory Care 401(k) Plan | Anthem Memory Care, LLC | OR | DC | 874 | $2.6M | $2,936 | $4 | $16.37 |
| Bierman Aba 401(k) Profit Sharing Plan and Trust | Bierman Aba, Inc. | IN | DC | 861 | $4.7M | $5,434 | $153 | — |
| Meridian Behavioral Healthcare, Inc. 403(b) Plan | Meridian Behavioral Healthcare, Inc. | FL | DC | 833 | $12.1M | $14,477 | $1,172 | $104 |
| Pmhcc, Inc. 403(b) Plan | Pmhcc, Inc. | PA | DC | 821 | $47.6M | $57,948 | $3,539 | $225 |
| C.F.G. Health 401(k) Plan | CFG Health Systems, L.L.C. | NJ | DC | 815 | $13.1M | $16,037 | $284 | $73.56 |
| Kitsap Mental Health Services 403(b) Retirement Plan | Kitsap Mental Health Services | WA | DC | 807 | $21.5M | $26,628 | $2,022 | $184 |
By plan size
By state
Questions and answers
How many retirement plans are there in offices of mental health practitioners (except physicians)?
165 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 245 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in offices of mental health practitioners (except physicians)?
The median defined contribution plan reported $20,388 in net assets per participant (middle half of plans: $8,432 to $32,122); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in offices of mental health practitioners (except physicians)?
The median defined contribution plan received $1,078 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in offices of mental health practitioners (except physicians)?
Among defined contribution plans that report any Schedule C compensation, the median was $85.44 per participant and 0.48% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.