401(k) · DOL Form 5500 · 2022

Affinity Southeast 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
115
Participants Small participant base
62nd
Percentile by assets National rank
$73,688
Avg per participant Below avg balance/head
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Official DOL plan name: Affinity Southeast 401(k) Plan · Sponsored by Affinity Southeast · North Carolina · Wholesale Trade

$8M in assets, 115 participants

Affinity Southeast's Affinity Southeast 401(k) Plan reported $8M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,614 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Affinity Southeast 401(k) Plan covers 115 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#3,614
in Wholesale Trade (6,843 peers)
-25.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affinity Southeast 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Affinity Southeast 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,474,167 Top 38% higher than 62% of 139,123 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 2022

Affinity Southeast 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affinity Southeast 401(k) Plan sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 800587545 · Affinity Southeast PY 2022 · 401(k)

Affinity Southeast 401(k) Plan · $8M · 115 · 62nd

  • BOY $8M
  • SCH 115
  • EBSA 62nd
  • PART 401(k)
  • TYPE near Alley Poyner Macchietto Architecture, Inc. 401(k) Profit Sharing Plan & Trust
  • NET ind #3614

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Affinity Southeast 401(k) Plan in the asset neighbourhood

Affinity Southeast 401(k) PlanAffinity Southeast 401(k) Pl…$8MAlley Poyner Macchietto Architecture, Inc. 401(k) Profit Sharing Plan & TrustAlley Poyner Macchietto Arch…$8MElite Floor Design Inc.401(k) Profit Sharing Plan & TrustElite Floor Design Inc.401(k…$8MCsss.Net 401(k) Plan$8MCreative Food Ingredients, Inc. Profit Sharing/401(k) Retirement PlanCreative Food Ingredients, I…$8M
End-of-year total assets ($M) among Affinity Southeast 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN800587545
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Southeast)

Sponsor-wide plan assets over time

All Affinity Southeast plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.79257312252638% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.47M $9.3M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 115 $8M
2023 1 111 $10M
2024 1 119 $9M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Affinity Southeast 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Affinity Southeast 401(k) Plan, Total assets ($B): 0.008474167 · Participants: 115Affinity Southeast 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Affinity Southeast 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Affinity Southeast 401(k) Plan side-by-side with 3 peers →

Affinity Southeast 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Alley Poyner Macchietto Architecture, Inc. 401(k) Profit Sharing Plan & Trust in NE ($8M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Affinity Southeast 401(k) Plan assets move in 2022? ▼
Affinity Southeast 401(k) Plan declined sharply - down 25.2% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Affinity Southeast plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Southeast's sponsor-wide assets grew 9.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Affinity Southeast 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alley Poyner Macchietto Architecture, Inc. 401(k) Profit Sharing Plan & Trust in NE ($8M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Southeast 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800587545.

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.