Other · DOL Form 5500 · 2023
Balance Autism Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 408
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $24,826
- Avg per participant Low balance/head
Official DOL plan name: Balance Autism Retirement Plan · Sponsored by Balance Autism · Iowa · Healthcare & Social Assistance
$10M in assets, 408 participants
Balance Autism's Balance Autism Retirement Plan reported $10M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,400 in Healthcare & Social Assistance (17,684 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 $10M / 408 participants.
- #11,400
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
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 2023 · DOL Form 5500
$10,129,173 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Balance Autism Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 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 (408 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Balance Autism Retirement Plan reported net income rose from -$969K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Balance Autism Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Balance Autism Retirement Plan reported participants rose from 389 in the plan year 2022 filing to 408 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 421377412 · Balance Autism PY 2023 · Other
Balance Autism Retirement Plan · $10M · 408 · 59th
- ASSETS $10M
- ASSETS 408
- ASSETS 59th
- ASSETS Other
- ASSETS near Lifesouth 403(b) Plan
- ASSETS ind #11400
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $8M |
| 2023 | 1 | 408 | $10M |
| 2024 | 1 | 441 | $11M |
Balance Autism filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 421377412 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
Balance Autism Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Lifesouth 403(b) Plan in FL ($10M); by covered participants it is Wesley Homes 403(b) Thrift Plan in WA (408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Lifesouth 403(b) Plan (FL) $10M · 1,001
- Intelycare, Inc. 401(k) Plan (MA) $10M · 11,785
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan (NY) $10M · 323
- Kaboom! Inc. 403(b) Retirement Plan (MD) $10M · 61
Similar participant headcount
Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.
- Wesley Homes 403(b) Thrift Plan (WA) 408 · 0 off
- Ub Foundation Activities, Inc. Retirement Plan (NY) 408 · 0 off
- Retirement Plan for Scope Education Services (NY) 408 · 0 off
- Tax Deferred Annuity Retirement Plan (NY) 408 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.