401(k) · DOL Form 5500 · 2022

Augeo Affinity Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
284
Participants Below avg headcount
80th
Percentile by assets National rank
$82,480
Avg per participant Below avg balance/head
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Official DOL plan name: Augeo Affinity Marketing's 401(k) Plan · Sponsored by Augeo Affinity Marketing, Inc. · Minnesota · Finance & Insurance

$23M in assets, 284 participants

Augeo Affinity Marketing, Inc.'s Augeo Affinity Marketing's 401(k) Plan reported $23M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,216 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Augeo Affinity Marketing's 401(k) Plan covers 284 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.

#6,216
in Finance & Insurance (9,261 peers)
-15.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Augeo Affinity Marketing's 401(k) Plan's outsized position by total assets

Augeo Affinity Marketing's 401(k) Plan vs every filed plan by assets

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

$23,424,262 Top 20% higher than 80% 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

Augeo Affinity Marketing's 401(k) 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. Augeo Affinity Marketing's 401(k) Plan sits mid-pack in the medium band (284 participants).

Published 5500 schedule card

Filing strip 262331983 · Augeo Affinity Marketing, Inc. PY 2022 · 401(k)

Augeo Affinity Marketing's 401(k) Plan · $23M · 284 · 80th

  • ASSETS $23M
  • PCT 284
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Kice Industries, Inc. Safe Harbor 401(k) Plan
  • IND ind #6216

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 Minnesota →

Augeo Affinity Marketing's 401(k) Plan in the asset neighbourhood

Bollinger Mississippi Shipbuilding LLC 401(k) Profit Sharing PlanBollinger Mississippi Shipbu…$23MAugeo Affinity Marketing's 401(k) PlanAugeo Affinity Marketing's 4…$23MKice Industries, Inc. Safe Harbor 401(k) PlanKice Industries, Inc. Safe H…$23MFox Valley Tool & Die, Inc. 401(k) and Profit Sharing PlanFox Valley Tool & Die, Inc. …$23MBsc Companies, Inc. Savings and Profit Sharing PlanBsc Companies, Inc. Savings …$23M
End-of-year total assets ($M) among Augeo Affinity Marketing's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN262331983
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augeo Affinity Marketing, Inc.)

Sponsor-wide plan assets over time

All Augeo Affinity Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 44.90598252359028% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.4M $33.9M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 284 $23M
2023 1 331 $29M
2024 1 279 $34M

Nearby 401(k) Plans in Minnesota

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

Augeo Affinity Marketing's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Augeo Affinity Marketing's 401(k) Plan, Total assets ($B): 0.023424262 · Participants: 284Augeo Affinity Marketing's 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Augeo Affinity Marketing's 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Augeo Affinity Marketing's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kice Industries, Inc. Safe Harbor 401(k) Plan in KS ($23M); by covered participants it is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Augeo Affinity Marketing's 401(k) Plan assets move in 2022?
Augeo Affinity Marketing's 401(k) Plan declined sharply - down 15.8% during 2022, from $28M to $23M. Reported net income was -$4M.
How have Augeo Affinity Marketing, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Augeo Affinity Marketing, Inc.'s sponsor-wide assets grew 44.9%, from $23M to $34M.
Where does Augeo Affinity Marketing's 401(k) Plan rank by assets among Form 5500 filers?
Augeo Affinity Marketing's 401(k) Plan ranks in the 80th 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 Augeo Affinity Marketing's 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kice Industries, Inc. Safe Harbor 401(k) Plan in KS ($23M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Augeo Affinity Marketing's 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Galesburg Hospital Corporation 401(k) Savings Plan in IL (284 participants, N/A in assets).