Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan for Employees of Affinia Healthcare

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Affinia Healthcare · Missouri · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Employees of Affinia Healthcare holds $26M for 401 participants — about $64,567 per participant, up 7.7% over the 2023 plan year.

$26M
total plan assets (2023 EOY)
401
covered participants
$64,567
avg assets per participant
+7.7%
assets growth YoY
Total Assets (2023)
$26M
Participants
401
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Employees of Affinia Healthcare

403(b) Thrift Plan for Employees of Affinia Healthcare is a Profit Sharing retirement plan sponsored by Affinia Healthcare, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 401 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 430817642, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2023 to $26M at year-end — a gain of 7.7%. Net assets (after liabilities) closed the year at $26M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$26M
Net Assets (End of Year)$26M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN430817642
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinia Healthcare)

Year Plans Participants Total Assets
2022 2 400 $39M
2023 2 445 $41M
2024 1 462 $28M

Nearby Profit Sharing Plans in Missouri

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Affinia Healthcare?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan for Employees of Affinia Healthcare holds $26M in total assets with 401 participants. It is sponsored by Affinia Healthcare.
What type of plan is 403(b) Thrift Plan for Employees of Affinia Healthcare?
403(b) Thrift Plan for Employees of Affinia Healthcare is a Profit Sharing plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 430817642.
Who sponsors the 403(b) Thrift Plan for Employees of Affinia Healthcare?
403(b) Thrift Plan for Employees of Affinia Healthcare is sponsored by Affinia Healthcare, located in Missouri. The sponsor's EIN is 430817642 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Employees of Affinia Healthcare perform in 2023?
403(b) Thrift Plan for Employees of Affinia Healthcare grew by 7.7% during 2023, moving from $24M to $26M in total assets. Net income was $2M.
Where can I find official filings for 403(b) Thrift Plan for Employees of Affinia Healthcare?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Affinia Healthcare are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430817642 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Affinia Healthcare compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Affinia Healthcare against other Profit Sharing plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 430817642.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.