401(k) · DOL Form 5500 · 2022

Affinitiv, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
508
Participants Below avg headcount
81st
Percentile by assets National rank
$49,864
Avg per participant Low balance/head
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Official DOL plan name: Affinitiv 401(k) Plan · Sponsored by Affinitiv, Inc. · Illinois · Professional & Technical Services

$25M in assets, 508 participants

Affinitiv, Inc.'s Affinitiv 401(k) Plan reported $25M in total assets and 508 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,519 in Professional & Technical Services (21,562 peers)

Where Affinitiv 401(k) Plan sits by assets

Affinitiv 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 508 participants (~$49,864/participant), down 12.9% in 2022.

#17,519
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affinitiv 401(k) Plan's outsized position by total assets

Affinitiv 401(k) Plan vs every filed plan by assets

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

$25,330,956 Top 19% higher than 81% 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

Affinitiv 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. Affinitiv 401(k) Plan sits mid-pack in the medium band (508 participants).

EBSA filing schedule strip

Filing strip 813352377 · Affinitiv, Inc. PY 2022 · 401(k)

Affinitiv 401(k) Plan · $25M · 508 · 81st

  • BOY $25M
  • BOY 508
  • BOY 81st
  • BOY 401(k)
  • BOY near A.I.G. Trucking, Inc. Profit Sharing / 401(k) Plan
  • BOY ind #17519

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Affinitiv 401(k) Plan in the asset neighbourhood

Affinitiv 401(k) Plan$25MA.I.G. Trucking, Inc. Profit Sharing / 401(k) PlanA.I.G. Trucking, Inc. Profit…$25MFine Line Homes, Inc. Retirement PlanFine Line Homes, Inc. Retire…$25MJohn's Island Club Profit Sharing PlanJohn's Island Club Profit Sh…$25MC.S. Wo & Sons, LLC Profit Sharing PlanC.S. Wo & Sons, LLC Profit S…$25M
End-of-year total assets ($M) among Affinitiv 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN813352377
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinitiv, Inc.)

Sponsor-wide plan assets over time

All Affinitiv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.911176348812102% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.3M $31.1M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 508 $25M
2023 1 506 $29M
2024 1 440 $31M

Nearby 401(k) Plans in Illinois

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

Affinitiv 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Affinitiv 401(k) Plan, Total assets ($B): 0.025330956 · Participants: 508Affinitiv 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Affinitiv 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Affinitiv 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is A.I.G. Trucking, Inc. Profit Sharing / 401(k) Plan in NJ ($25M); by covered participants it is Royal Cup, Inc. 401(k) Retirement Plan in AL (508 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Affinitiv 401(k) Plan assets move in 2022? ▼
Affinitiv 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Affinitiv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinitiv, Inc.'s sponsor-wide assets grew 22.9%, from $25M to $31M.
Where does Affinitiv 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinitiv 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Affinitiv 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.I.G. Trucking, Inc. Profit Sharing / 401(k) Plan in NJ ($25M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Affinitiv 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Cup, Inc. 401(k) Retirement Plan in AL (508 participants, $40M 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 813352377.

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.