401(k) · DOL Form 5500 · 2022

Automated Financial Systems, Inc. 401(k) Plan

Data updated 2026-08-11

$71M
Total assets
314
Participants
91st
Percentile by assets
$225,283
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$71M
total plan assets (2022 EOY)
314
covered participants
91st
percentile by assets (of 139,126 plans)
$225,283
avg assets per participant

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.

Where Automated Financial Systems, Inc. 401(k) Salary Reduction Plan sits 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 $2,010,000,000 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

State
Pennsylvania
Industry
Professional & Technical Services

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reports 314 participants - about 38% of that state average ($71M EOY assets).

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.)

$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $85.1M ▲ +20.2%
Total plan assets by year, all Automated Financial Systems, Inc. plans on file
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 ($B) Participants Automated Financial …, Total assets ($B): 0.070738779 · Participants: 314Automated Financial …Comcast Corporation …, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Se…, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Se…The Vanguard Retirem…, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirem…The Bank of New York…, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York…
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)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Automated Financial Systems, Inc. 401(k) Salary Reduction Plan by total assets, not by location.

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).

Next read for Automated Financial Systems, Inc. 401(k)…

Filing takeaways

Ways to act on Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's numbers.

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.