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Industry · Form 5500 business code 621420
Outpatient Mental Health & Substance Abuse Centers: 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, 370 retirement plans in outpatient mental health & substance abuse centers with 100 or more participants filed Form 5500: 370 defined contribution and 0 defined benefit. They reported 206,075 participant records and $4.52B in net assets, counting every plan on the form.
The median defined contribution plan held $21,390 per participant, well below the national median of $53,031, and its employer put in $1,265 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $82.85 per participant against $123 nationally.
Employers contributed $196M and participants $353M during the year, and the plans paid out $579M in benefits.
In 2009 the same group numbered 337 plans with $1.24B; by 2024 it was 370 plans (up 10%) and $4.52B (up 264%). 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 | $21,390 | $53,031 | — | $86,234 |
| Employer contributions per active participant | $1,265 | $2,174 | — | $10,244 |
| Schedule C compensation per participant | $82.85 | $123 | — | $344 |
| Schedule C compensation, share of net assets | 0.42% | 0.26% | — | 0.42% |
| Administrative expenses per participant | $75.91 | $116 | — | $527 |
Medians across plans with 100 or more participants (367 DC and 0 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 | $13,926 | $21,390 | $31,475 | 367 |
| Employer contributions per active participant | $690 | $1,265 | $2,116 | 347 |
| Schedule C compensation per participant | $28.51 | $82.85 | $152 | 345 |
| Administrative expenses per participant | $23.88 | $75.91 | $143 | 364 |
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 | 30 | 13,084 | $410M | $14.6M | $27.4M | $29,368 | $98.81 |
| 2024 | 370 | 206,075 | $4.52B | $196M | $353M | $21,390 | $82.85 |
| 2023 | 369 | 198,769 | $4.04B | $177M | $300M | $19,238 | $69.38 |
| 2022 | 415 | 203,725 | $3.56B | $165M | $277M | $16,876 | $63.17 |
| 2021 | 403 | 183,781 | $3.71B | $142M | $239M | $19,944 | $73.24 |
| 2020 | 402 | 179,509 | $3.50B | $129M | $209M | $19,350 | $58.76 |
| 2019 | 394 | 172,043 | $2.89B | $118M | $191M | $16,593 | $54.91 |
| 2018 | 364 | 153,989 | $2.33B | $100M | $162M | $14,872 | $49.74 |
| 2017 | 344 | 144,948 | $2.38B | $95.0M | $145M | $16,042 | $52.02 |
| 2016 | 345 | 134,562 | $2.13B | $90.7M | $134M | $14,982 | $45.83 |
| 2015 | 337 | 131,262 | $1.92B | $85.8M | $121M | $13,887 | $36.55 |
| 2014 | 334 | 123,424 | $1.97B | $78.5M | $106M | $14,834 | $45.03 |
| 2013 | 331 | 122,982 | $1.92B | $75.6M | $98.0M | $15,156 | $34.77 |
| 2012 | 329 | 117,576 | $1.59B | $72.4M | $93.7M | $13,330 | $32.78 |
| 2011 | 330 | 119,168 | $1.45B | $72.1M | $86.0M | $12,086 | $29.90 |
| 2010 | 330 | 114,514 | $1.41B | $70.3M | $82.5M | $12,335 | $30.27 |
| 2009 | 337 | 118,894 | $1.24B | $72.8M | $77.6M | $10,087 | $24.21 |
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 369 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 369 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| Brightli Retirement Savings Plan | Burrell-Preferred, Inc. DBA Brightli | MO | DC | 7,325 | $94.8M | $12,938 | $1,064 | $24.67 |
| Pyramid Healthcare, Inc. 401(k) Retirement Plan | Pyramid Healthcare, Inc. | PA | DC | 4,231 | $69.3M | $16,369 | $1,339 | $131 |
| Aspire Health Group LLC 401(k) Plan | Aspire Health Group LLC | NJ | DC | 3,900 | $1.5M | $388 | $9 | $0.25 |
| Grand Lake Mental Health Center Money Purchase Plan | Grand Lake Mental Health Center | OK | DC | 2,404 | $28.7M | $11,931 | $2,626 | $93.04 |
| Nystrom & Associates, Ltd. 401(k) Plan | Nystrom & Associates, Ltd. | MN | DC | 2,387 | $47.9M | $20,078 | $424 | $96.66 |
| Recovery Centers of America 401(k) Plan | Recovery Centers of America Holdings LLC | PA | DC | 2,302 | $21.8M | $9,461 | $958 | $130 |
| Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust | Forrest Solutions Inc. | NY | DC | 2,200 | $8.6M | $3,929 | — | $0.82 |
| Monte Nido Holdings 401(k) Retirement Plan | Monte Nido & Affiliates | FL | DC | 2,198 | $20.3M | $9,254 | $218 | $62.52 |
| Hazelden Betty Ford Foundation Retirement Savings Plan | Hazelden Betty Ford Foundation | MN | DC | 2,091 | $139M | $66,662 | $1,492 | $75.61 |
| Wheeler Clinic, Inc. 403(b) Plan | Wheeler Clinic, Inc. | CT | DC | 2,049 | $57.3M | $27,951 | $2,042 | $115 |
| Behavioral Health Group Employee 401(k) Plan | BHG Holdings, LLC DBA Behavioral Health Group | TX | DC | 2,042 | $13.5M | $6,595 | $300 | $44.26 |
| Ars 401(k) Plan | Advanced Recovery Systems, LLC | FL | DC | 1,979 | $17.4M | $8,811 | $619 | $15.54 |
| Retirement Plan for Employees of Howardcenter | Howard Center | VT | DC | 1,892 | $110M | $58,277 | $2,612 | $97.51 |
| The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan | The Thresholds | IL | DC | 1,868 | $45.8M | $24,504 | $790 | — |
| Employee Benefit of Spectrum Health Systems, Inc. | Spectrum Health Systems, Inc. | MA | DC | 1,831 | $23.6M | $12,885 | $1,559 | $10.52 |
| Helen Ross McNabb Center, Inc., Retirement Plan | Helen Ross McNabb Center, Inc. | TN | DC | 1,765 | $76.8M | $43,512 | $2,255 | $66.99 |
| Gateway Foundation Tax Deferred Annuity Plan | Gateway Foundation, Inc. | IL | DC | 1,749 | $26.5M | $15,145 | $596 | $33.51 |
| Community Research Foundation Retirement Savings Plan | Community Research Foundation | CA | DC | 1,746 | $46.1M | $26,412 | $2,797 | $138 |
| Charlie Health 401(k) Plan | Charlie Health, Inc. | MT | DC | 1,668 | $14.6M | $8,743 | $1,588 | $38.98 |
| Aspire Health Partners Retirement Plan | Aspire Health Partners | FL | DC | 1,653 | $27.0M | $16,314 | $613 | $48.06 |
| Ncgcare, Inc. 401(k) Profit Sharing Plan | Ncgcare, Inc. | VA | DC | 1,640 | $15.1M | $9,228 | $4 | $73.33 |
| Colonial Management Group, LP 401(k) Plan | Colonial Management Group, LP | FL | DC | 1,564 | $23.6M | $15,081 | $642 | $39.27 |
| Mental Health Center of Denver Retirement Plan | Mental Health Center of Denver DBA Wellpower | CO | DC | 1,486 | $60.8M | $40,897 | $2,619 | $55.96 |
| Frontier Health Tax Deferred Annuity Plan | Frontier Health | TN | DC | 1,448 | $25.2M | $17,397 | $0 | $50.59 |
| Brightview, LLC 401(k) Plan | Brightview, LLC | OH | DC | 1,408 | $24.7M | $17,546 | $1,610 | $164 |
| Cascadia Health Retirement Plan | Cascadia Behavioral Healthcare, Inc. | OR | DC | 1,403 | $38.9M | $27,758 | $1,819 | $35.10 |
| Community Services Group 401(k) Retirement Plan | Community Services Group, Inc. | PA | DC | 1,399 | $53.6M | $38,299 | $1,349 | $155 |
| Turn Behavioral Health Services Retirement Plan | Turn Behavioral Health Services | CA | DC | 1,332 | $22.1M | $16,593 | $1,805 | $32.06 |
| Citrus Health Network, Inc. Erisa 403(b) Plan | Citrus Health Network, Inc. | FL | DC | 1,315 | $7.8M | $5,947 | $0 | $49.08 |
| Bradford Health Services 401(k) Profit Sharing Pla | Bradford Health Services | AL | DC | 1,294 | $11.7M | $9,016 | $0 | $4.35 |
| Arisa Health 401(k) Plan | Arisa Health, Inc. | AR | DC | 1,277 | $48.3M | $37,819 | $2,491 | $133 |
| Helio Health, Inc. Savings and Retirement Plan | Helio Health, Inc. | NY | DC | 1,252 | $22.0M | $17,598 | $1,447 | $221 |
| Coleman Professional Services Employees 403(b) Plan | Coleman Professional Services Inc. | OH | DC | 1,248 | $18.8M | $15,041 | $941 | $126 |
| Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan | Tarzana Treatment Centers, Inc. | CA | DC | 1,233 | $24.2M | $19,652 | $909 | $83.60 |
| Meridian Health Services Corp. 401(k) Plan | Meridian Health Services Corp. | IN | DC | 1,206 | $42.7M | $35,431 | $2,229 | $244 |
| Community Healthlink Section 401(k) Plan | Umass Memorial Health | MA | DC | 1,200 | $23.2M | $19,326 | $660 | $51.28 |
| Terros 401(k) Plan | Terros, Inc. | AZ | DC | 1,197 | $25.8M | $21,540 | $1,265 | $178 |
| Daymark 401(k) Plan | Daymark Recovery Services, Inc. | NC | DC | 1,195 | $21.4M | $17,868 | — | $129 |
| Cultivate Behavioral Management 401(k) Plan | Cultivate Administrative Services | IL | DC | 1,191 | $10.5M | $8,853 | $462 | $109 |
| Family Counseling Center Inc. 403(b) Plan | Family Counseling Center Inc. | MO | DC | 1,124 | $12.2M | $10,876 | $1,239 | $73.96 |
By plan size
By state
Questions and answers
How many retirement plans are there in outpatient mental health & substance abuse centers?
370 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 408 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 outpatient mental health & substance abuse centers?
The median defined contribution plan reported $21,390 in net assets per participant (middle half of plans: $13,926 to $31,475); 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 outpatient mental health & substance abuse centers?
The median defined contribution plan received $1,265 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 outpatient mental health & substance abuse centers?
Among defined contribution plans that report any Schedule C compensation, the median was $82.85 per participant and 0.42% 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.