Other · DOL Form 5500 · 2023

American Baptist Homes of the Midwest Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,254
Participants Near avg headcount
72nd
Percentile by assets National rank
$15,464
Avg per participant Low balance/head
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Official DOL plan name: American Baptist Homes of the Midwest Tda Plan · Sponsored by American Baptist Homes of the Midwest · Minnesota · Healthcare & Social Assistance

$19M in assets, 1,254 participants

American Baptist Homes of the Midwest's American Baptist Homes of the Midwest Tda Plan reported $19M in total assets and 1,254 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,536 in Healthcare & Social Assistance (17,684 peers)

American Baptist Homes of the Midwest multi-year trail

American Baptist Homes of the Midwest's plans moved +18.4% in assets from 2022 to 2024; this filing shows American Baptist Homes of the Midwest Tda Plan at $19M / 1,254 participants.

#13,536
in Healthcare & Social Assistance (17,684 peers)
+10.3%
assets growth YoY

American Baptist Homes of the Midwest Tda Plan's outsized position by total assets

American Baptist Homes of the Midwest Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,391,879 Top 28% higher than 72% of 127,068 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 2023

American Baptist Homes of the Midwest Tda Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Baptist Homes of the Midwest Tda Plan lands in the large band (1,254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Baptist Homes of the Midwest Tda Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • American Baptist Homes of the Midwest Tda Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • American Baptist Homes of the Midwest Tda Plan reported participants fell from 1,284 in the plan year 2022 filing to 1,254 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410706155 · American Baptist Homes of the Midwest PY 2023 · Other

American Baptist Homes of the Midwest Tda Plan · $19M · 1,254 · 72nd

  • BOOK $19M
  • BOOK 1,254
  • BOOK 72nd
  • BOOK Other
  • BOOK near Capital City Public Charter School, Inc. 403 (B) Plan
  • BOOK ind #13536

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 Minnesota →

American Baptist Homes of the Midwest Tda Plan in the asset neighbourhood

Kennebec Behavioral Health 403(b) PlanKennebec Behavioral Health 4…$19MThe Calvert School 403(b) Retirement Savings PlanThe Calvert School 403(b) Re…$19MAmerican Baptist Homes of the Midwest Tda PlanAmerican Baptist Homes of th…$19MCapital City Public Charter School, Inc. 403 (B) PlanCapital City Public Charter …$19MValley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement PlanValley Forge Educational Ser…$19M
End-of-year total assets ($M) among American Baptist Homes of the Midwest Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

American Baptist Homes of the Midwest multi-year asset trail

Sponsor-wide plan assets over time

All American Baptist Homes of the Midwest plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.352531874954725% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.6M $20.8M ▲ +18.4%
Year Plans Participants Total Assets
2022 1 1,284 $18M
2023 1 1,254 $19M
2024 1 1,390 $21M

American Baptist Homes of the Midwest filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN410706155
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

American Baptist Homes of the Midwest Tda Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants American Baptist Homes of the Midwest Tda Plan, Total assets ($B): 0.019391879 · Participants: 1254American Baptist Homes of the Midwest Tda PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
American Baptist Homes of the Midwest Tda Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare American Baptist Homes of the Midwest Tda Plan side-by-side with 3 peers →

American Baptist Homes of the Midwest Tda Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Capital City Public Charter School, Inc. 403 (B) Plan in DC ($19M); by covered participants it is National Public Radio, Inc. Retirement Plan in DC (1,254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,254 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Baptist Homes of the Midwest Tda Plan assets move in 2023? ▼
American Baptist Homes of the Midwest Tda Plan grew at a solid clip - up 10.3% during 2023, from $18M to $19M. Reported net income was $2M.
How have American Baptist Homes of the Midwest plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Baptist Homes of the Midwest's sponsor-wide assets grew 18.4%, from $18M to $21M.
Which Other plans are similar in size to American Baptist Homes of the Midwest Tda Plan? ▼
Among Other plans in other states, the closest by assets is Capital City Public Charter School, Inc. 403 (B) Plan in DC ($19M, 257 participants).
Which Other plans cover a similar participant headcount to American Baptist Homes of the Midwest Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is National Public Radio, Inc. Retirement Plan in DC (1,254 participants, $384M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410706155.

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.