401(k) · DOL Form 5500 · 2022

Automated Financial Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
314
Participants Below avg headcount
91st
Percentile by assets National rank
$225,283
Avg per participant Above avg balance/head
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Official DOL plan name: Automated Financial Systems, Inc. 401(k) Salary Reduction Plan · Sponsored by Automated Financial Systems, Inc. · Pennsylvania · Professional & Technical Services

$71M in assets, 314 participants

Automated Financial Systems, Inc.'s Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reported $71M in total assets and 314 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,785 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan covers 314 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $71M.

#19,785
in Professional & Technical Services (21,562 peers)
-19.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's outsized position by total assets

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs every filed plan by assets

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

$70,738,779 Top 9% higher than 91% 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

Automated Financial Systems, Inc. 401(k) Salary Reduction 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. Automated Financial Systems, Inc. 401(k) Salary Reduction Plan sits mid-pack in the medium band (314 participants).

Form 5500 schedule snapshot

Filing strip 231724335 · Automated Financial Systems, Inc. PY 2022 · 401(k)

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan · $71M · 314 · 91st

  • EBSA $71M
  • PART 314
  • TYPE 91st
  • NET 401(k)
  • BOOK near Tory Burch, LLC 401(k) Plan
  • VS-ST ind #19785

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 Pennsylvania →

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan in the asset neighbourhood

Automated Financial Systems, Inc. 401(k) Salary Reduction PlanAutomated Financial Systems,…$71MTory Burch, LLC 401(k) Plan$71MRea Magnet Wire Company, Inc. Employees' Retirement Savings PlanRea Magnet Wire Company, Inc…$71MCosentino's Food Stores 401(k) Profit Sharing Plan and TrustCosentino's Food Stores 401(…$71MEmployees' Thrift Plan of Davis H. Elliot Company, IncorporatedEmployees' Thrift Plan of Da…$71M
End-of-year total assets ($M) among Automated Financial Systems, Inc. 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$71M
Net Income-$18M
Employer EIN231724335
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Automated Financial Systems, Inc.)

Sponsor-wide plan assets over time

All Automated Financial Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 20.2512274066817% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $85.1M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 314 $71M
2023 1 317 $77M
2024 1 295 $85M

Nearby 401(k) Plans in Pennsylvania

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

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Automated Financial Systems, Inc. 401(k) Salary Reduction Plan, Total assets ($B): 0.070738779 · Participants: 314Automated Financial Systems, Inc. 401(k) Salary Reduction PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Automated Financial Systems, Inc. 401(k) Salary Reduction Plan side-by-side with 3 peers →

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Tory Burch, LLC 401(k) Plan in NY ($71M); by covered participants it is Benton Enterprises, Inc. 401(k) Plan in TX (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Automated Financial Systems, Inc. 401(k) Salary Reduction Plan assets move in 2022? ▼
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan declined sharply - down 19.9% during 2022, from $88M to $71M. Reported net income was -$18M.
How have Automated Financial Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Automated Financial Systems, Inc.'s sponsor-wide assets grew 20.3%, from $71M to $85M.
Where does Automated Financial Systems, Inc. 401(k) Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan ranks in the 91st 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 Automated Financial Systems, Inc. 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tory Burch, LLC 401(k) Plan in NY ($71M, 1,453 participants).
Which 401(k) plans cover a similar participant headcount to Automated Financial Systems, Inc. 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benton Enterprises, Inc. 401(k) Plan in TX (314 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 231724335.

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.