Other · DOL Form 5500 · 2024

Affinia Healthcare Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
462
Participants Below avg headcount
76th
Percentile by assets National rank
$61,418
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Affinia Healthcare · Sponsored by Affinia Healthcare · Missouri · Healthcare & Social Assistance

$28M in assets, 462 participants

Affinia Healthcare's 403(b) Thrift Plan for Employees of Affinia Healthcare reported $28M in total assets and 462 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,524 in Healthcare & Social Assistance (16,916 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, $28M for 462 participants (~$61,418/participant), up 9.6% in 2024.

#13,524
in Healthcare & Social Assistance (16,916 peers)
+9.6%
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 2024 · DOL Form 5500

$28,374,930 Top 24% higher than 76% 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

403(b) Thrift Plan for Employees of Affinia Healthcare 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. 403(b) Thrift Plan for Employees of Affinia Healthcare sits mid-pack in the medium band (462 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Affinia Healthcare reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Affinia Healthcare reported participants rose from 401 in the plan year 2023 filing to 462 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Affinia Healthcare end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 430817642 · Affinia Healthcare PY 2024 · Other

403(b) Thrift Plan for Employees of Affinia Healthcare · $28M · 462 · 76th

  • IND $28M
  • IND 462
  • IND 76th
  • IND Other
  • IND near The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan
  • IND ind #13524

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

Lutheran Social Services Tax Deferred Annuity PlanLutheran Social Services Tax…$28M403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland403(b) Thrift Plan for Emplo…$28M403(b) Thrift Plan for Employees of Affinia Healthcare403(b) Thrift Plan for Emplo…$28MThe Mental Health Center of Greater Manchester Tax Sheltered Annuity PlanThe Mental Health Center of …$28MWayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$28M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Affinia Healthcare and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN430817642
Plan Effective Date2008-01-01
Filing StatusFILING 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
$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

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Affinia Healthcare vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Affinia Healthcare, Total assets ($B): 0.02837493 · Participants: 462403(b) Thrift Plan for Employees of Affinia HealthcareWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
403(b) Thrift Plan for Employees of Affinia Healthcare vs. nearby Other plans in Missouri, assets vs. participants

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 The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan in NH ($28M); by covered participants it is Residential Services of Ne Mn, Inc. 403b Plan in MN (462 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan for Employees of Affinia Healthcare assets move in 2024?
403(b) Thrift Plan for Employees of Affinia Healthcare grew at a solid clip - up 9.6% during 2024, from $26M to $28M. Reported net income was $2M.
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.
Where does 403(b) Thrift Plan for Employees of Affinia Healthcare rank by assets among Form 5500 filers?
403(b) Thrift Plan for Employees of Affinia Healthcare ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Affinia Healthcare?
Among Other plans in other states, the closest by assets is The Mental Health Center of Greater Manchester Tax Sheltered Annuity Plan in NH ($28M, 468 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Affinia Healthcare?
Among Other plans in other states, the closest by covered participants is Residential Services of Ne Mn, Inc. 403b Plan in MN (462 participants, $8M in assets).