Defined Benefit (Pension) · DOL Form 5500 · 2024

Affinia Healthcare Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
36
Participants Small participant base
65th
Percentile by assets National rank
$423,545
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, 36 participants

Affinia Healthcare's Affinia Healthcare Pension Plan reported $15M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,799 in Healthcare & Social Assistance (16,916 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 / 36 participants.

#11,799
in Healthcare & Social Assistance (16,916 peers)
+0.4%
assets growth YoY

Affinia Healthcare Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Affinia Healthcare Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,247,613 Top 35% higher than 65% 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

Affinia Healthcare Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affinia Healthcare Pension Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affinia Healthcare Pension Plan reported net income fell from $457K in the plan year 2023 filing to $53K in the plan year 2024 filing.
  • Affinia Healthcare Pension Plan reported participants fell from 44 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 430817642 · Affinia Healthcare PY 2024 · Defined Benefit (Pension)

Affinia Healthcare Pension Plan · $15M · 36 · 65th

  • ASSETS $15M
  • PCT 36
  • EIN 65th
  • RANK Defined Benefit (Pension)
  • PHOTO near Retirement Plan for Officers,Business Reps and Office Employees of Local 464a
  • IND ind #11799

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

Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck DriversHelena Agri-Enterprises, LLC…$15MAffinia Healthcare Pension PlanAffinia Healthcare Pension P…$15MRetirement Plan for Officers,Business Reps and Office Employees of Local 464aRetirement Plan for Officers…$15MPuerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$15MDorsey & Whitney LLP Supplemental Pension PlanDorsey & Whitney LLP Supplem…$15M
End-of-year total assets ($M) among Affinia Healthcare Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$53K
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 -202468 Total assets ($B) Participants Affinia Healthcare Pension Plan, Total assets ($B): 0.015247613 · Participants: 36Affinia Healthcare Pension PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.488413536 · Participants: 28958Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.799287759 · Participants: 9760Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.509086755 · Participants: 15151Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.412879552 · Participants: 11832Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.286323754 · Participants: 2467Emerson Electric Company Retirement Plan
Affinia Healthcare Pension Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants

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 Officers,Business Reps and Office Employees of Local 464a in NJ ($15M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (36 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 Affinia Healthcare Pension Plan assets move in 2024?
Affinia Healthcare Pension Plan held essentially flat - up 0.4% during 2024, from $15M to $15M. Reported net income was $53K.
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 Officers,Business Reps and Office Employees of Local 464a in NJ ($15M, 37 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 Defined Benefit Plan for Employees of Epic in IL (36 participants, $9M in assets).