Other · DOL Form 5500 · 2022

Affinia Healthcare Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
350
Participants Below avg headcount
80th
Percentile by assets National rank
$68,712
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Affinia Healthcare · Sponsored by Affinia Healthcare · Missouri · Healthcare & Social Assistance

$24M in assets, 350 participants

Affinia Healthcare's 403(b) Thrift Plan for Employees of Affinia Healthcare reported $24M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,645 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

403(b) Thrift Plan for Employees of Affinia Healthcare covers 350 participants in Missouri, about 47% of the average Missouri filer (state average ~737 per filing). Assets: $24M.

#16,645
in Healthcare & Social Assistance (20,060 peers)
-17.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Affinia Healthcare's outsized position by total assets

403(b) Thrift Plan for Employees of Affinia Healthcare vs every filed plan by assets

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

$24,049,328 Top 20% higher than 80% 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

403(b) Thrift Plan for Employees of Affinia Healthcare 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. 403(b) Thrift Plan for Employees of Affinia Healthcare sits mid-pack in the medium band (350 participants).

Published 5500 schedule card

Filing strip 430817642 · Affinia Healthcare PY 2022 · Other

403(b) Thrift Plan for Employees of Affinia Healthcare · $24M · 350 · 80th

  • VS-ST $24M
  • BOY 350
  • SCH 80th
  • EBSA Other
  • PART near Section 403(b) Retirement Plan for Optimus Health Care, Inc.
  • TYPE ind #16645

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 Missouri →

403(b) Thrift Plan for Employees of Affinia Healthcare in the asset neighbourhood

Ethel Walker School Retirement PlanEthel Walker School Retireme…$24M403(b) Thrift Plan for Employees of Affinia Healthcare403(b) Thrift Plan for Emplo…$24MSection 403(b) Retirement Plan for Optimus Health Care, Inc.Section 403(b) Retirement Pl…$24MUniversity of Massachusetts Global Defined Contribution Retirement PlanUniversity of Massachusetts …$24MRegenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$24M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Affinia Healthcare and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN430817642
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinia Healthcare)

Sponsor-wide plan assets over time

All Affinia Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$44M 12.466896453237549% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $38.8M $43.6M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 400 $39M
2023 2 445 $41M
2024 2 498 $44M

Nearby Other Plans in Missouri

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

403(b) Thrift Plan for Employees of Affinia Healthcare vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants 403(b) Thrift Plan for Employees of Affinia Healthcare, Total assets ($M): 24.049328 · Participants: 350403(b) Thrift Plan for Employees of Affinia HealthcareSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
403(b) Thrift Plan for Employees of Affinia Healthcare vs. nearby Other plans in Missouri, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Affinia Healthcare side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Affinia Healthcare's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Section 403(b) Retirement Plan for Optimus Health Care, Inc. in CT ($24M); by covered participants it is Gosnold, Inc. Retirement Savings Plan in MA (350 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (350 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 403(b) Thrift Plan for Employees of Affinia Healthcare assets move in 2022? ▼
403(b) Thrift Plan for Employees of Affinia Healthcare declined sharply - down 17.0% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Affinia Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinia Healthcare's sponsor-wide assets grew 12.5%, from $39M to $44M.
Where does 403(b) Thrift Plan for Employees of Affinia Healthcare rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan for Employees of Affinia Healthcare ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Affinia Healthcare? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Optimus Health Care, Inc. in CT ($24M, 520 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Affinia Healthcare? ▼
Among Other plans in other states, the closest by covered participants is Gosnold, Inc. Retirement Savings Plan in MA (350 participants, $7M 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 430817642.

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.