401(k) · DOL Form 5500 · 2022

Affinity Development Group, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
251
Participants Below avg headcount
81st
Percentile by assets National rank
$101,635
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affinity Development Group 401(k) Profit Sharing Plan · Sponsored by Affinity Development Group, Inc. · California · Professional & Technical Services

$26M in assets, 251 participants

Affinity Development Group, Inc.'s Affinity Development Group 401(k) Profit Sharing Plan reported $26M in total assets and 251 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.

  • #17,537 in Professional & Technical Services (21,562 peers)

Coverage in California

Affinity Development Group 401(k) Profit Sharing Plan covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $26M.

#17,537
in Professional & Technical Services (21,562 peers)
-19.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affinity Development Group 401(k) Profit Sharing Plan's outsized position by total assets

Affinity Development Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$25,510,272 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

Affinity Development Group 401(k) Profit Sharing 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 Development Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (251 participants).

Published 5500 schedule card

Filing strip 330900825 · Affinity Development Group, Inc. PY 2022 · 401(k)

Affinity Development Group 401(k) Profit Sharing Plan · $26M · 251 · 81st

  • ASSETS $26M
  • ASSETS 251
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Hope Orthopedics of Oregon 401(k) Profit Sharing Plan
  • ASSETS ind #17537

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 California →

Affinity Development Group 401(k) Profit Sharing Plan in the asset neighbourhood

Affinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$26MHope Orthopedics of Oregon 401(k) Profit Sharing PlanHope Orthopedics of Oregon 4…$26MWilkin & Guttenplan, P.C. 401(k) PlanWilkin & Guttenplan, P.C. 40…$26MWiland Inc. 401(k) Plan$26MHomeserve USA 401(k) Plan for Union EmployeesHomeserve USA 401(k) Plan fo…$26M
End-of-year total assets ($M) among Affinity Development Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN330900825
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Development Group, Inc.)

Sponsor-wide plan assets over time

All Affinity Development Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 57.16293028941439% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.5M $40.1M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 251 $26M
2023 1 213 $33M
2024 1 220 $40M

Nearby 401(k) Plans in California

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

Affinity Development Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Affinity Development Group 401(k) Profit Sharing Plan, Total assets ($B): 0.025510272 · Participants: 251Affinity Development Group 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Affinity Development Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affinity Development Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affinity Development Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hope Orthopedics of Oregon 401(k) Profit Sharing Plan in OR ($26M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Development Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Affinity Development Group 401(k) Profit Sharing Plan declined sharply - down 19.2% during 2022, from $32M to $26M. Reported net income was -$6M.
How have Affinity Development Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Development Group, Inc.'s sponsor-wide assets grew 57.2%, from $26M to $40M.
Where does Affinity Development Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Affinity Development Group 401(k) Profit Sharing 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 Affinity Development Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hope Orthopedics of Oregon 401(k) Profit Sharing Plan in OR ($26M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Development Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 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 330900825.

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.