Other · DOL Form 5500 · 2024
Balance Autism Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 441
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $26,019
- Avg per participant Low balance/head
Official DOL plan name: Balance Autism Retirement Plan · Sponsored by Balance Autism · Iowa · Healthcare & Social Assistance
$11M in assets, 441 participants
Balance Autism's Balance Autism Retirement Plan reported $11M in total assets and 441 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #10,834 in Healthcare & Social Assistance (16,916 peers)
Balance Autism multi-year trail
Balance Autism's plans moved +35.1% in assets from 2022 to 2024; this filing shows Balance Autism Retirement Plan at $11M / 441 participants.
- #10,834
- in Healthcare & Social Assistance (16,916 peers)
- +13.3%
- assets growth YoY
Balance Autism Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Balance Autism Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,474,486 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Balance Autism Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balance Autism Retirement Plan sits mid-pack in the medium band (441 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Balance Autism Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Balance Autism Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Balance Autism Retirement Plan reported participants rose from 408 in the plan year 2023 filing to 441 in the plan year 2024 filing.
DOL schedule card
Filing strip 421377412 · Balance Autism PY 2024 · Other
Balance Autism Retirement Plan · $11M · 441 · 59th
- SCH $11M
- SCH 441
- SCH 59th
- SCH Other
- SCH near Community Services for Autistic Adults and Children 403(b) Plan
- SCH ind #10834
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 Iowa →
Balance Autism Retirement Plan in the asset neighbourhood
Balance Autism multi-year asset trail
Sponsor-wide plan assets over time
All Balance Autism plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 35.13756442581864% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $8M |
| 2023 | 1 | 408 | $10M |
| 2024 | 1 | 441 | $11M |
Balance Autism filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 421377412 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
Balance Autism Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Community Services for Autistic Adults and Children 403(b) Plan in MD ($11M); by covered participants it is New Horizons Employee Savings Plan in FL (441 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (441 participants); asset peers above are excluded.
- New Horizons Employee Savings Plan (FL) 441 · 0 off
- Ucf Athletics Association, Inc. 403(b) Plan (FL) 441 · 0 off
- Point Park University Defined Contribution Retirement Plan (PA) 440 · 1 off
- Bonner General Hospital 403(b) Plan (ID) 442 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.