Defined Benefit (Pension) · DOL Form 5500 · 2023

Affinia Healthcare Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
44
Participants Small participant base
67th
Percentile by assets National rank
$345,323
Avg per participant High balance/head
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Official DOL plan name: Affinia Healthcare Pension Plan · Sponsored by Affinia Healthcare · Missouri · Healthcare & Social Assistance

$15M in assets, 44 participants

Affinia Healthcare's Affinia Healthcare Pension Plan reported $15M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,806 in Healthcare & Social Assistance (17,684 peers)

Affinia Healthcare multi-year trail

Affinia Healthcare's plans moved +12.5% in assets from 2022 to 2024; this filing shows Affinia Healthcare Pension Plan at $15M / 44 participants.

#12,806
in Healthcare & Social Assistance (17,684 peers)
+3.1%
assets growth YoY

Affinia Healthcare Pension Plan's outsized position by total assets

Affinia Healthcare Pension Plan vs every filed plan by assets

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

$15,194,204 Top 33% higher than 67% 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

Affinia Healthcare Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affinia Healthcare Pension Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinia Healthcare Pension Plan reported net income fell from $796K in the plan year 2022 filing to $457K in the plan year 2023 filing.
  • Affinia Healthcare Pension Plan reported participants fell from 50 in the plan year 2022 filing to 44 in the plan year 2023 filing.
  • Affinia Healthcare Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430817642 · Affinia Healthcare PY 2023 · Defined Benefit (Pension)

Affinia Healthcare Pension Plan · $15M · 44 · 67th

  • EOY $15M
  • 5500 44
  • ASSETS 67th
  • PCT Defined Benefit (Pension)
  • EIN near Retirement Plan for the Employees of Iluka Resources Inc.
  • RANK ind #12806

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 →

Affinia Healthcare Pension Plan in the asset neighbourhood

Instrumentation Laboratory Retirement PlanInstrumentation Laboratory R…$15MDefined Benefit Plan for United Way of New York CityDefined Benefit Plan for Uni…$15MAffinia Healthcare Pension PlanAffinia Healthcare Pension P…$15MRetirement Plan for the Employees of Iluka Resources Inc.Retirement Plan for the Empl…$15MFlint Group Packaging Inks North America Corporation Consolidated Pension PlanFlint Group Packaging Inks N…$15M
End-of-year total assets ($M) among Affinia Healthcare Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Affinia Healthcare multi-year asset trail

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
$38M$40M$42M$44M$46M 202220232024 $38.8M $43.6M ▲ +12.5%
Year Plans Participants Total Assets
2022 2 400 $39M
2023 2 445 $41M
2024 2 498 $44M

Affinia Healthcare filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$457K
Employer EIN430817642
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Missouri

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Affinia Healthcare Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Affinia Healthcare Pension Plan, Total assets ($B): 0.015194204 · Participants: 44Affinia Healthcare Pension PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Affinia Healthcare Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Affinia Healthcare Pension Plan side-by-side with 3 peers →

Affinia Healthcare Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Employees of Iluka Resources Inc. in VA ($15M); by covered participants it is Mamiye Brothers Inc. Pension Plan in NY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Affinia Healthcare Pension Plan assets move in 2023? ▼
Affinia Healthcare Pension Plan edged up modestly - up 3.1% during 2023, from $15M to $15M. Reported net income was $457K.
How have Affinia Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinia Healthcare's sponsor-wide assets grew 12.5%, from $39M to $44M.
Which Defined Benefit (Pension) plans are similar in size to Affinia Healthcare Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for the Employees of Iluka Resources Inc. in VA ($15M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Affinia Healthcare Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mamiye Brothers Inc. Pension Plan in NY (44 participants, $12M 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 430817642.

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.