Other · DOL Form 5500 · 2023
Affinia Healthcare Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $64,567
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Affinia Healthcare · Sponsored by Affinia Healthcare · Missouri · Healthcare & Social Assistance
$26M in assets, 401 participants
Affinia Healthcare's 403(b) Thrift Plan for Employees of Affinia Healthcare reported $26M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #14,249 in Healthcare & Social Assistance (17,684 peers)
Where 403(b) Thrift Plan for Employees of Affinia Healthcare sits by assets
403(b) Thrift Plan for Employees of Affinia Healthcare sits in the top quartile of all filed plans by assets, $26M for 401 participants (~$64,567/participant), up 7.7% in 2023.
- #14,249
- in Healthcare & Social Assistance (17,684 peers)
- +7.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$25,891,530 Top 23% higher than 77% 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
403(b) Thrift Plan for Employees of Affinia Healthcare 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. 403(b) Thrift Plan for Employees of Affinia Healthcare sits mid-pack in the medium band (401 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Affinia Healthcare reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Affinia Healthcare reported participants rose from 350 in the plan year 2022 filing to 401 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Affinia Healthcare end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 430817642 · Affinia Healthcare PY 2023 · Other
403(b) Thrift Plan for Employees of Affinia Healthcare · $26M · 401 · 77th
- 5500 $26M
- 5500 401
- 5500 77th
- 5500 Other
- 5500 near Integritus Healthcare Retirement Savings Plan
- 5500 ind #14249
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 430817642 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING 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
| 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.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
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 Integritus Healthcare Retirement Savings Plan in MA ($26M); by covered participants it is Carson Valley Childrens Aid 403(b) Plan in PA (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Integritus Healthcare Retirement Savings Plan (MA) $26M · 2,165
- Greenhills School Retirement Plan (MI) $26M · 132
- Bid Group Holdings (US) Inc. 401(k) Plan (SC) $26M · 1,106
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) $26M · 1,061
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Carson Valley Childrens Aid 403(b) Plan (PA) 401 · 0 off
- Uc Health 403(b) Retirement Savings Plan (OH) 401 · 0 off
- Milton Academy Retirement Plan (MA) 401 · 0 off
- Cope Retirement 403(b) Plan (AZ) 401 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.