401(k) · DOL Form 5500 · 2022

Balanced Family Academy 401(k) Plan

Data updated 2026-08-25

$884K
Total assets Small plan by assets
156
Participants Small participant base
24th
Percentile by assets National rank
$5,665
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balanced Family Academy 401(k) Profit Sharing Plan · Sponsored by Balanced Family Academy · Ohio · Healthcare & Social Assistance

$884K in assets, 156 participants

Balanced Family Academy's Balanced Family Academy 401(k) Profit Sharing Plan reported $884K in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,108 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Balanced Family Academy 401(k) Profit Sharing Plan covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $884K.

#4,108
in Healthcare & Social Assistance (20,060 peers)
+8.0%
assets growth YoY

Balanced Family Academy 401(k) Profit Sharing Plan among the smaller filed plans by assets

Balanced Family Academy 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$883,773 24th percentile higher than 24% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Balanced Family Academy 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balanced Family Academy 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

Plan-year Form 5500 strip

Filing strip 364880568 · Balanced Family Academy PY 2022 · 401(k)

Balanced Family Academy 401(k) Profit Sharing Plan · $884K · 156 · 24th

  • 5500 $884K
  • ASSETS 156
  • PCT 24th
  • EIN 401(k)
  • RANK near Remprex, LLC 401(k) Plan
  • PHOTO ind #4108

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 Ohio →

Balanced Family Academy 401(k) Profit Sharing Plan in the asset neighbourhood

Balanced Family Academy 401(k) Profit Sharing PlanBalanced Family Academy 401(…$884KRemprex, LLC 401(k) Plan$884KAurora Home Care Inc 401(k) Profit Sharing Plan & TrustAurora Home Care Inc 401(k) …$884KStone Tower Winery, LLC 401(k) PlanStone Tower Winery, LLC 401(…$884KRome Truck Parts & Repair Inc. Profit Sharing 401(k) PlanRome Truck Parts & Repair In…$884K
End-of-year total assets ($M) among Balanced Family Academy 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$819K
Net Assets (End of Year)$884K
Net Income$65K
Employer EIN364880568
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balanced Family Academy)

Sponsor-wide plan assets over time

All Balanced Family Academy plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.24517268574623% vs 2022
2023 filing year
$0.8M$1M$1.2M$1.4M 20222023 $0.88M $1.34M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 156 $884K
2023 1 161 $1M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Balanced Family Academy 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Balanced Family Academy 401(k) Profit Sharing Plan, Total assets ($B): 0.000883773 · Participants: 156Balanced Family Academy 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Balanced Family Academy 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Balanced Family Academy 401(k) Profit Sharing Plan side-by-side with 3 peers →

Balanced Family Academy 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Remprex, LLC 401(k) Plan in IL ($884K); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Balanced Family Academy 401(k) Profit Sharing Plan assets move in 2022? ▼
Balanced Family Academy 401(k) Profit Sharing Plan grew at a solid clip - up 8.0% during 2022, from $819K to $884K. Reported net income was $65K.
How have Balanced Family Academy plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Balanced Family Academy's sponsor-wide assets grew 51.2%, from $884K to $1M.
Where does Balanced Family Academy 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Balanced Family Academy 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Balanced Family Academy 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Remprex, LLC 401(k) Plan in IL ($884K, 360 participants).
Which 401(k) plans cover a similar participant headcount to Balanced Family Academy 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364880568.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.