401(k) · DOL Form 5500 · 2023

Afiniti Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
184
Participants Below avg headcount
45th
Percentile by assets National rank
$27,553
Avg per participant Low balance/head
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Official DOL plan name: Afiniti 401(k) Plan · Sponsored by Afiniti Inc. · District of Columbia · Professional & Technical Services

$5M in assets, 184 participants

Afiniti Inc.'s Afiniti 401(k) Plan reported $5M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,640 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Afiniti 401(k) Plan covers 184 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $5M.

#8,640
in Professional & Technical Services (20,321 peers)
+53.8%
assets growth YoY

Afiniti 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Afiniti 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,069,702 45th percentile higher than 45% of 127,068 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 2023

Afiniti 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Afiniti 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Afiniti 401(k) Plan reported net income rose from $896K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Afiniti 401(k) Plan end-of-year assets fell from $11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Afiniti 401(k) Plan reported participants fell from 324 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550872266 · Afiniti Inc. PY 2023 · 401(k)

Afiniti 401(k) Plan · $5M · 184 · 45th

  • VS-ST $5M
  • BOY 184
  • SCH 45th
  • EBSA 401(k)
  • PART near Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota
  • TYPE ind #8640

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 District of Columbia →

Afiniti 401(k) Plan in the asset neighbourhood

Afiniti 401(k) Plan$5MEmployee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart ToyotaEmployee Benefit Plan of Ste…$5MCoda, Inc. 401(k) Plan$5MWholesale Management 401(k) Profit Sharing PlanWholesale Management 401(k) …$5MHarris Kocher Engineering Group, Inc. 401(k)Harris Kocher Engineering Gr…$5M
End-of-year total assets ($M) among Afiniti 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN550872266
Plan Effective Date2017-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afiniti Inc.)

Sponsor-wide plan assets over time

All Afiniti Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 82.53542994078447% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $10.7M $19.5M ▲ +82.5%
Year Plans Participants Total Assets
2022 1 324 $11M
2023 2 448 $20M
2024 1 230 $19M

Nearby 401(k) Plans in District of Columbia

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

Afiniti 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Afiniti 401(k) Plan, Total assets ($B): 0.005069702 · Participants: 184Afiniti 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Afiniti 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Afiniti 401(k) Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($5M); by covered participants it is Better World Books 401(k) Profit Sharing Plan in IN (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Afiniti 401(k) Plan assets move in 2023? ▼
Afiniti 401(k) Plan surged - up 53.8% during 2023, from $3M to $5M. Reported net income was $2M.
How have Afiniti Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afiniti Inc.'s sponsor-wide assets grew 82.5%, from $11M to $19M.
Which 401(k) plans are similar in size to Afiniti 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($5M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Afiniti 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Better World Books 401(k) Profit Sharing Plan in IN (184 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550872266.

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.