Other · DOL Form 5500 · 2024

American Baptist Homes of the Midwest Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,390
Participants Near avg headcount
71st
Percentile by assets National rank
$14,963
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Baptist Homes of the Midwest Tda Plan · Sponsored by American Baptist Homes of the Midwest · Minnesota · Healthcare & Social Assistance

$21M in assets, 1,390 participants

American Baptist Homes of the Midwest's American Baptist Homes of the Midwest Tda Plan reported $21M in total assets and 1,390 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,758 in Healthcare & Social Assistance (16,916 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 $21M / 1,390 participants.

#12,758
in Healthcare & Social Assistance (16,916 peers)
+7.3%
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 2024 · DOL Form 5500

$20,798,236 Top 29% higher than 71% of 123,620 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 2024

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

Plan-year 2024 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 (1,390 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Baptist Homes of the Midwest Tda Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • American Baptist Homes of the Midwest Tda Plan reported participants rose from 1,254 in the plan year 2023 filing to 1,390 in the plan year 2024 filing.
  • American Baptist Homes of the Midwest Tda Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410706155 · American Baptist Homes of the Midwest PY 2024 · Other

American Baptist Homes of the Midwest Tda Plan · $21M · 1,390 · 71st

  • PHOTO $21M
  • PHOTO 1,390
  • PHOTO 71st
  • PHOTO Other
  • PHOTO near Opportunity International Employees' 403(b) Program
  • PHOTO ind #12758

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

Pennswood Village 403b Plan$21MEastern Shore Rural Health System, Inc. 403(b) PlanEastern Shore Rural Health S…$21MAmerican Baptist Homes of the Midwest Tda PlanAmerican Baptist Homes of th…$21MOpportunity International Employees' 403(b) ProgramOpportunity International Em…$21MNashoba Brooks School of Concord DC Retirement PlanNashoba Brooks School of Con…$21M
End-of-year total assets ($M) among American Baptist Homes of the Midwest Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$1M
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): 0.020798236 · Participants: 1390American Baptist Homes of the Midwest Tda PlanMayo 403(b) Plan, Total assets ($B): 12.799106312 · Participants: 85933Mayo 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.937973727 · Participants: 5750Childrens Hospitals and Clinics Matched Savings PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.866640984 · Participants: 8227Centracare Health System 403(b) PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.811257677 · Participants: 22289Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.459707522 · Participants: 2357University of St. Thomas Retirement Plan
American Baptist Homes of the Midwest Tda Plan vs. nearby Other plans in Minnesota, assets vs. participants

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 Opportunity International Employees' 403(b) Program in IL ($21M); by covered participants it is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA (1,391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,390 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
American Baptist Homes of the Midwest Tda Plan grew at a solid clip - up 7.3% during 2024, from $19M to $21M. Reported net income was $1M.
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 Opportunity International Employees' 403(b) Program in IL ($21M, 67 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 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA (1,391 participants, $87M in assets).