Other · DOL Form 5500 · 2022

Madrid Home for the Aging Retirement Plan

Data updated 2026-08-25

$26K
Total assets Small plan by assets
99
Participants Small participant base
2nd
Percentile by assets National rank
$266
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Madrid Home for the Aging Tax Deferred Annuity Plan · Sponsored by Madrid Home for the Aging · Iowa · Healthcare & Social Assistance

$26K in assets, 99 participants

Madrid Home for the Aging's Madrid Home for the Aging Tax Deferred Annuity Plan reported $26K in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

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

2022 asset change

Madrid Home for the Aging Tax Deferred Annuity Plan contracted severely 58.9% in 2022 ($64K → $26K) for 99 participants.

#298
in Healthcare & Social Assistance (20,060 peers)
-58.9%
assets change YoY

The plan reported a net loss of $38K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Madrid Home for the Aging Tax Deferred Annuity Plan among the smaller filed plans by assets

Madrid Home for the Aging Tax Deferred Annuity Plan vs every filed plan by assets

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

$26,376 2nd percentile higher than 2% 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

Madrid Home for the Aging Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madrid Home for the Aging Tax Deferred Annuity Plan is a small filing (99 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 421094104 · Madrid Home for the Aging PY 2022 · Other

Madrid Home for the Aging Tax Deferred Annuity Plan · $26K · 99 · 2nd

  • EIN $26K
  • RANK 99
  • PHOTO 2nd
  • IND Other
  • EOY near Mesilla Valley Hospice 403(b) Plan
  • 5500 ind #298

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 Iowa →

Madrid Home for the Aging Tax Deferred Annuity Plan in the asset neighbourhood

Madrid Home for the Aging Tax Deferred Annuity PlanMadrid Home for the Aging Ta…$26KMesilla Valley Hospice 403(b) PlanMesilla Valley Hospice 403(b…$26KLillian Raycroft Money Purchase PlanLillian Raycroft Money Purch…$29KAmerican Eagle Nursing Home of WhitehouseAmerican Eagle Nursing Home …$24K403(b) Plan of Pathways Inc$24K
End-of-year total assets ($M) among Madrid Home for the Aging Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$64K
Net Assets (End of Year)$26K
Net Income-$38K
Employer EIN421094104
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Madrid Home for the Aging Tax Deferred Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Madrid Home for the Aging Tax Deferred Annuity Plan, Total assets ($M): 0.026376 · Participants: 99Madrid Home for the Aging Tax Deferred Annuity PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Madrid Home for the Aging Tax Deferred Annuity Plan vs. nearby Other plans in Iowa, assets vs. participants

Madrid Home for the Aging Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Mesilla Valley Hospice 403(b) Plan in NM ($26K); by covered participants it is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26K here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Madrid Home for the Aging Tax Deferred Annuity Plan assets move in 2022?
Madrid Home for the Aging Tax Deferred Annuity Plan contracted severely - down 58.9% during 2022, from $64K to $26K. Reported net income was -$38K.
Where does Madrid Home for the Aging Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Madrid Home for the Aging Tax Deferred Annuity Plan ranks in the 2nd 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 Other plans are similar in size to Madrid Home for the Aging Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Mesilla Valley Hospice 403(b) Plan in NM ($26K, N/A participants).
Which Other plans cover a similar participant headcount to Madrid Home for the Aging Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is New Horizons Community Support Services 403(b) Retirement Plan in MO (99 participants, $4M in assets).