401(k) · DOL Form 5500 · 2022

Affiliated Capital Resources 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
45th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Affiliated Capital Resources 401(k) Profit Sharing Plan · Sponsored by Affiliated Capital Resources · California · Finance & Insurance

$4M in assets, 2 participants

Affiliated Capital Resources's Affiliated Capital Resources 401(k) Profit Sharing Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,859 in Finance & Insurance (9,261 peers)

Affiliated Capital Resources multi-year trail

Affiliated Capital Resources's plans moved +22.1% in assets from 2022 to 2024; this filing shows Affiliated Capital Resources 401(k) Profit Sharing Plan at $4M / 2 participants.

#2,859
in Finance & Insurance (9,261 peers)
-6.2%
assets change YoY

The plan reported a net loss of $251K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affiliated Capital Resources 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Affiliated Capital Resources 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,819,043 45th percentile higher than 45% 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

Affiliated Capital Resources 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiliated Capital Resources 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 954350248 · Affiliated Capital Resources PY 2022 · 401(k)

Affiliated Capital Resources 401(k) Profit Sharing Plan · $4M · 2 · 45th

  • TYPE $4M
  • NET 2
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Reliable Pmw 401(k) Plan
  • SCH ind #2859

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 California →

Affiliated Capital Resources 401(k) Profit Sharing Plan in the asset neighbourhood

Affiliated Capital Resources 401(k) Profit Sharing PlanAffiliated Capital Resources…$4MReliable Pmw 401(k) Plan$4MBear Hill Healthcare 401(k) Profit Sharing PlanBear Hill Healthcare 401(k) …$4MAbc Home and Commercial Services 401(k) Profit Sharing PlanAbc Home and Commercial Serv…$4MMidwest Health Services, Inc. Safe Harbor 401(k) PlanMidwest Health Services, Inc…$4M
End-of-year total assets ($M) among Affiliated Capital Resources 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Affiliated Capital Resources multi-year asset trail

Sponsor-wide plan assets over time

All Affiliated Capital Resources plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.101610272521153% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.82M $4.66M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Affiliated Capital Resources filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$251K
Employer EIN954350248
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Affiliated Capital Resources 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 ($B) Participants Affiliated Capital Resources 401(k) Profit Sharing Plan, Total assets ($B): 0.003819043 · Participants: 2Affiliated Capital Resources 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
Affiliated Capital Resources 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affiliated Capital Resources 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affiliated Capital Resources 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 Reliable Pmw 401(k) Plan in IN ($4M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Affiliated Capital Resources 401(k) Profit Sharing Plan assets move in 2022? ▼
Affiliated Capital Resources 401(k) Profit Sharing Plan pulled back noticeably - down 6.2% during 2022, from $4M to $4M. Reported net income was -$251K.
How have Affiliated Capital Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Capital Resources's sponsor-wide assets grew 22.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Affiliated Capital Resources 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliable Pmw 401(k) Plan in IN ($4M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Affiliated Capital Resources 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 954350248.

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.