401(k) · DOL Form 5500 · 2022

Affinity Plus Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
572
Participants Below avg headcount
90th
Percentile by assets National rank
$115,024
Avg per participant Below avg balance/head
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Official DOL plan name: Affinity Plus 401(k) Retirement Plan · Sponsored by Affinity Plus Federal Credit Union · Minnesota · Finance & Insurance

$66M in assets, 572 participants

Affinity Plus Federal Credit Union's Affinity Plus 401(k) Retirement Plan reported $66M in total assets and 572 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,786 in Finance & Insurance (9,261 peers)

Where Affinity Plus 401(k) Retirement Plan sits by assets

Affinity Plus 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $66M for 572 participants (~$115,024/participant), down 10.6% in 2022.

#7,786
in Finance & Insurance (9,261 peers)
-10.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affinity Plus 401(k) Retirement Plan's outsized position by total assets

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

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

$65,793,652 Top 10% higher than 90% 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 Plus 401(k) Retirement 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 Plus 401(k) Retirement Plan sits mid-pack in the medium band (572 participants).

DOL schedule card

Filing strip 410557541 · Affinity Plus Federal Credit Union PY 2022 · 401(k)

Affinity Plus 401(k) Retirement Plan · $66M · 572 · 90th

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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 Finance & Insurance retirement plans → · Plans in Minnesota →

Affinity Plus 401(k) Retirement Plan in the asset neighbourhood

Amspec, LLC Retirement Savings PlanAmspec, LLC Retirement Savin…$66MThe Fort Miller Group Incentive Savings PlanThe Fort Miller Group Incent…$66MSalary Investment Plan of Mutual of Enumclaw Insurance CompanySalary Investment Plan of Mu…$66MAffinity Plus 401(k) Retirement PlanAffinity Plus 401(k) Retirem…$66MSpringfield Anesthesia Service, Inc. 401(k) Savings PlanSpringfield Anesthesia Servi…$66M
End-of-year total assets ($M) among Affinity Plus 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$66M
Net Income-$8M
Employer EIN410557541
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Plus Federal Credit Union)

Sponsor-wide plan assets over time

All Affinity Plus Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$98M 49.24740915734545% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $65.8M $98.2M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 572 $66M
2023 1 596 $84M
2024 1 607 $98M

Nearby 401(k) Plans in Minnesota

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

Affinity Plus 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Affinity Plus 401(k) Retirement Plan, Total assets ($B): 0.065793652 · Participants: 572Affinity Plus 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Affinity Plus 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Affinity Plus 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Amspec, LLC Retirement Savings Plan in NJ ($66M); by covered participants it is Rbd California Restaurants Limited 401(k) and Profit Sharin in CA (572 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (572 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 Plus 401(k) Retirement Plan assets move in 2022? ▼
Affinity Plus 401(k) Retirement Plan pulled back noticeably - down 10.6% during 2022, from $74M to $66M. Reported net income was -$8M.
How have Affinity Plus Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Plus Federal Credit Union's sponsor-wide assets grew 49.2%, from $66M to $98M.
Where does Affinity Plus 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Affinity Plus 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Affinity Plus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amspec, LLC Retirement Savings Plan in NJ ($66M, 1,588 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Plus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rbd California Restaurants Limited 401(k) and Profit Sharin in CA (572 participants, $1M 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 410557541.

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.