Other · DOL Form 5500 · 2022

Balance Autism Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
389
Participants Below avg headcount
62nd
Percentile by assets National rank
$21,828
Avg per participant Low balance/head
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Official DOL plan name: Balance Autism Retirement Plan · Sponsored by Balance Autism · Iowa · Healthcare & Social Assistance

$8M in assets, 389 participants

Balance Autism's Balance Autism Retirement Plan reported $8M in total assets and 389 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,506 in Healthcare & Social Assistance (20,060 peers)

Balance Autism multi-year trail

Balance Autism's plans moved +35.1% in assets from 2022 to 2024; this filing shows Balance Autism Retirement Plan at $8M / 389 participants.

#13,506
in Healthcare & Social Assistance (20,060 peers)
-10.2%
assets change YoY

The plan reported a net loss of $969K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balance Autism Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Balance Autism Retirement Plan vs every filed plan by assets

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

$8,490,967 Top 38% higher than 62% 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

Balance Autism Retirement 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. Balance Autism Retirement Plan sits mid-pack in the medium band (389 participants).

Plan-year Form 5500 strip

Filing strip 421377412 · Balance Autism PY 2022 · Other

Balance Autism Retirement Plan · $8M · 389 · 62nd

  • BOOK $8M
  • BOOK 389
  • BOOK 62nd
  • BOOK Other
  • BOOK near Tiaa-Cref Tax Deferred Annuity Plan for All Employee of Maria College
  • BOOK ind #13506

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 →

Balance Autism Retirement Plan in the asset neighbourhood

Tiaa-Cref Tax Deferred Annuity Plan for All Employee of Maria CollegeTiaa-Cref Tax Deferred Annui…$8MThe Recovery Network of Programs, Inc. 403b Retirement PlanThe Recovery Network of Prog…$8MBrigham Young University-Idaho Tax-Deferred Annuity PlanBrigham Young University-Ida…$9MBalance Autism Retirement PlanBalance Autism Retirement Pl…$8MMarc Development Centers DC Retirement PlanMarc Development Centers DC …$8M
End-of-year total assets ($M) among Balance Autism Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Balance Autism multi-year asset trail

Sponsor-wide plan assets over time

All Balance Autism plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.13756442581864% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.49M $11.5M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 389 $8M
2023 1 408 $10M
2024 1 441 $11M

Balance Autism filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$969K
Employer EIN421377412
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Balance Autism Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Balance Autism Retirement Plan, Total assets ($M): 8.490967 · Participants: 389Balance Autism Retirement 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
Balance Autism Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Balance Autism Retirement Plan side-by-side with 3 peers →

Balance Autism Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Tiaa-Cref Tax Deferred Annuity Plan for All Employee of Maria College in NY ($8M); by covered participants it is Lovelace Biomedical Research Institute Tda and DC Plan in NM (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Balance Autism Retirement Plan assets move in 2022? ▼
Balance Autism Retirement Plan pulled back noticeably - down 10.2% during 2022, from $9M to $8M. Reported net income was -$969K.
How have Balance Autism plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balance Autism's sponsor-wide assets grew 35.1%, from $8M to $11M.
Which Other plans are similar in size to Balance Autism Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tiaa-Cref Tax Deferred Annuity Plan for All Employee of Maria College in NY ($8M, 90 participants).
Which Other plans cover a similar participant headcount to Balance Autism Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lovelace Biomedical Research Institute Tda and DC Plan in NM (389 participants, $99M 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 421377412.

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.