401(k) · DOL Form 5500 · 2022

Affiance Financial, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
22
Participants Small participant base
64th
Percentile by assets National rank
$429,101
Avg per participant High balance/head
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Official DOL plan name: Affiance Financial, LLC Profit Sharing Plan and Trust · Sponsored by Affiance Financial, LLC · Minnesota · Finance & Insurance

$9M in assets, 22 participants

Affiance Financial, LLC's Affiance Financial, LLC Profit Sharing Plan and Trust reported $9M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,361 in Finance & Insurance (9,261 peers)

Affiance Financial, LLC multi-year trail

Affiance Financial, LLC's plans moved +39.8% in assets from 2022 to 2024; this filing shows Affiance Financial, LLC Profit Sharing Plan and Trust at $9M / 22 participants.

#4,361
in Finance & Insurance (9,261 peers)
-12.3%
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.

Affiance Financial, LLC Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Affiance Financial, LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,440,232 Top 36% higher than 64% 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

Affiance Financial, LLC Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiance Financial, LLC Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 411991971 · Affiance Financial, LLC PY 2022 · 401(k)

Affiance Financial, LLC Profit Sharing Plan and Trust · $9M · 22 · 64th

  • VS-ST $9M
  • VS-ST 22
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near View Homes, Inc. 401(k) Plan
  • VS-ST ind #4361

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 →

Affiance Financial, LLC Profit Sharing Plan and Trust in the asset neighbourhood

Affiance Financial, LLC Profit Sharing Plan and TrustAffiance Financial, LLC Prof…$9MView Homes, Inc. 401(k) Plan$9MSeven Corners, Inc. 401(k) Profit Sharing Plan and TrustSeven Corners, Inc. 401(k) P…$9MHarper Industries, Inc. 401(k) PlanHarper Industries, Inc. 401(…$9MApplied Visions, Inc. 401(k) Profit Sharing Plan and TrustApplied Visions, Inc. 401(k)…$9M
End-of-year total assets ($M) among Affiance Financial, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Affiance Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Affiance Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.812644435009645% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.44M $13.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 22 $9M
2023 1 21 $11M
2024 1 22 $13M

Affiance Financial, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN411991971
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Affiance Financial, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Affiance Financial, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.009440232 · Participants: 22Affiance Financial, LLC Profit Sharing Plan and TrustUnitedhealth 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
Affiance Financial, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Affiance Financial, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Affiance Financial, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is View Homes, Inc. 401(k) Plan in CO ($9M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Affiance Financial, LLC Profit Sharing Plan and Trust assets move in 2022? ▼
Affiance Financial, LLC Profit Sharing Plan and Trust pulled back noticeably - down 12.3% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Affiance Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiance Financial, LLC's sponsor-wide assets grew 39.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Affiance Financial, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is View Homes, Inc. 401(k) Plan in CO ($9M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Affiance Financial, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 411991971.

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.