401(k) · DOL Form 5500 · 2022

Affinity Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
467
Participants Below avg headcount
92nd
Percentile by assets National rank
$172,531
Avg per participant Above avg balance/head
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Official DOL plan name: Affinity Federal Credit Union 401(k) Plan · Sponsored by Affinity Federal Credit Union · New Jersey · Finance & Insurance

$81M in assets, 467 participants

Affinity Federal Credit Union's Affinity Federal Credit Union 401(k) Plan reported $81M in total assets and 467 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,000 in Finance & Insurance (9,261 peers)

Where Affinity Federal Credit Union 401(k) Plan sits by assets

Affinity Federal Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 467 participants (~$172,531/participant), down 16.7% in 2022.

#8,000
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affinity Federal Credit Union 401(k) Plan's outsized position by total assets

Affinity Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$80,571,835 Top 8% higher than 92% 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 Federal Credit Union 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 Federal Credit Union 401(k) Plan sits mid-pack in the medium band (467 participants).

DOL schedule card

Filing strip 135562114 · Affinity Federal Credit Union PY 2022 · 401(k)

Affinity Federal Credit Union 401(k) Plan · $81M · 467 · 92nd

  • BOY $81M
  • SCH 467
  • EBSA 92nd
  • PART 401(k)
  • TYPE near Pattern Energy Group 401(k) Plan
  • NET ind #8000

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 New Jersey →

Affinity Federal Credit Union 401(k) Plan in the asset neighbourhood

Pattern Energy Group 401(k) PlanPattern Energy Group 401(k) …$81MNeogen 401(k) Retirement Savings PlanNeogen 401(k) Retirement Sav…$81MAffinity Federal Credit Union 401(k) PlanAffinity Federal Credit Unio…$81MYankton Medical Clinic P.C. Profit Sharing Plan & TrustYankton Medical Clinic P.C. …$81MGlobal Industrial Company 401(k) PlanGlobal Industrial Company 40…$81M
End-of-year total assets ($M) among Affinity Federal Credit Union 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)$97M
Net Assets (End of Year)$81M
Net Income-$16M
Employer EIN135562114
Plan Effective Date1986-04-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Federal Credit Union)

Sponsor-wide plan assets over time

All Affinity Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$109M 35.35596899338336% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $80.6M $109M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 467 $81M
2023 1 521 $96M
2024 1 510 $109M

Nearby 401(k) Plans in New Jersey

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

Affinity Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Affinity Federal Credit Union 401(k) Plan, Total assets ($B): 0.080571835 · Participants: 467Affinity Federal Credit Union 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Affinity Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Affinity Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Pattern Energy Group 401(k) Plan in CA ($81M); by covered participants it is Kellwood Company Retirement Savings Plan in CA (467 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Federal Credit Union 401(k) Plan assets move in 2022? ▼
Affinity Federal Credit Union 401(k) Plan declined sharply - down 16.7% during 2022, from $97M to $81M. Reported net income was -$16M.
How have Affinity Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Federal Credit Union's sponsor-wide assets grew 35.4%, from $81M to $109M.
Where does Affinity Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinity Federal Credit Union 401(k) Plan ranks in the 92nd 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 Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pattern Energy Group 401(k) Plan in CA ($81M, 442 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellwood Company Retirement Savings Plan in CA (467 participants, $97M 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 135562114.

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.