401(k) · DOL Form 5500 · 2022

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
61
Participants Small participant base
56th
Percentile by assets National rank
$105,590
Avg per participant Below avg balance/head
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Official DOL plan name: Afm & Sag-Aftra 401(k) Plan · Sponsored by Afm & Sag-Aftra Intellectual Property Rights Distribution Fund · California · Finance & Insurance

$6M in assets, 61 participants

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund's Afm & Sag-Aftra 401(k) Plan reported $6M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,652 in Finance & Insurance (9,261 peers)

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund multi-year trail

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund's plans moved +50.3% in assets from 2022 to 2024; this filing shows Afm & Sag-Aftra 401(k) Plan at $6M / 61 participants.

#3,652
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Afm & Sag-Aftra 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Afm & Sag-Aftra 401(k) Plan vs every filed plan by assets

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

$6,440,981 Top 44% higher than 56% 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

Afm & Sag-Aftra 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Afm & Sag-Aftra 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 954815790 · Afm & Sag-Aftra Intellectual Property Rights Distribution Fund PY 2022 · 401(k)

Afm & Sag-Aftra 401(k) Plan · $6M · 61 · 56th

  • VS-ST $6M
  • BOY 61
  • SCH 56th
  • EBSA 401(k)
  • PART near Bind-Rite Services, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #3652

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 →

Afm & Sag-Aftra 401(k) Plan in the asset neighbourhood

Afm & Sag-Aftra 401(k) Plan$6MBind-Rite Services, Inc. 401(k) Profit Sharing PlanBind-Rite Services, Inc. 401…$6MThe Bowdoin Group 401(k) Plan$6MNew Perspective Senior Living 401(k) PlanNew Perspective Senior Livin…$6MModern Distributors 401(k) PlanModern Distributors 401(k) P…$6M
End-of-year total assets ($M) among Afm & Sag-Aftra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund multi-year asset trail

Sponsor-wide plan assets over time

All Afm & Sag-Aftra Intellectual Property Rights Distribution Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 50.278226251560135% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.44M $9.68M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 61 $6M
2023 1 59 $8M
2024 1 59 $10M

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN954815790
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Afm & Sag-Aftra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Afm & Sag-Aftra 401(k) Plan, Total assets ($B): 0.006440981 · Participants: 61Afm & Sag-Aftra 401(k) 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
Afm & Sag-Aftra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Afm & Sag-Aftra 401(k) Plan side-by-side with 3 peers →

Afm & Sag-Aftra 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bind-Rite Services, Inc. 401(k) Profit Sharing Plan in NJ ($6M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Afm & Sag-Aftra 401(k) Plan assets move in 2022? ▼
Afm & Sag-Aftra 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Afm & Sag-Aftra Intellectual Property Rights Distribution Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afm & Sag-Aftra Intellectual Property Rights Distribution Fund's sponsor-wide assets grew 50.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Afm & Sag-Aftra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bind-Rite Services, Inc. 401(k) Profit Sharing Plan in NJ ($6M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Afm & Sag-Aftra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants, $704K 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 954815790.

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.