401(k) · DOL Form 5500 · 2023

Aafcpas, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
280
Participants Below avg headcount
85th
Percentile by assets National rank
$167,350
Avg per participant Above avg balance/head
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Official DOL plan name: Aafcpas, Inc 401(k) Savings Plan · Sponsored by Aafcpas, Inc. · Massachusetts · Professional & Technical Services

$47M in assets, 280 participants

Aafcpas, Inc.'s Aafcpas, Inc 401(k) Savings Plan reported $47M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,465 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Aafcpas, Inc 401(k) Savings Plan covers 280 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $47M.

#17,465
in Professional & Technical Services (20,321 peers)
+27.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Aafcpas, Inc 401(k) Savings Plan's outsized position by total assets

Aafcpas, Inc 401(k) Savings Plan vs every filed plan by assets

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

$46,858,108 Top 15% higher than 85% 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

Aafcpas, Inc 401(k) Savings 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. Aafcpas, Inc 401(k) Savings Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aafcpas, Inc 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Aafcpas, Inc 401(k) Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Aafcpas, Inc 401(k) Savings Plan reported participants rose from 266 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042571780 · Aafcpas, Inc. PY 2023 · 401(k)

Aafcpas, Inc 401(k) Savings Plan · $47M · 280 · 85th

  • RANK $47M
  • PHOTO 280
  • IND 85th
  • EOY 401(k)
  • 5500 near The Houstonian 401(k) Plan
  • ASSETS ind #17465

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 Massachusetts →

Aafcpas, Inc 401(k) Savings Plan in the asset neighbourhood

Aafcpas, Inc 401(k) Savings PlanAafcpas, Inc 401(k) Savings …$47MThe Houstonian 401(k) Plan$47MHome Bank, N.a. Profit Sharing and 401(k) PlanHome Bank, N.a. Profit Shari…$47MJk Moving Services & Caprelo Profit Sharing & 401(k) PlanJk Moving Services & Caprelo…$47MSpecialty1 Partners 401(k) PlanSpecialty1 Partners 401(k) P…$47M
End-of-year total assets ($M) among Aafcpas, Inc 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$47M
Net Income$10M
Employer EIN042571780
Plan Effective Date1985-11-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Aafcpas, Inc.)

Sponsor-wide plan assets over time

All Aafcpas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 56.95829618040853% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.7M $57.6M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 266 $37M
2023 1 280 $47M
2024 1 302 $58M

Nearby 401(k) Plans in Massachusetts

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

Aafcpas, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Aafcpas, Inc 401(k) Savings Plan, Total assets ($B): 0.046858108 · Participants: 280Aafcpas, Inc 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Aafcpas, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Aafcpas, Inc 401(k) Savings Plan side-by-side with 3 peers →

Aafcpas, Inc 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Houstonian 401(k) Plan in TX ($47M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Aafcpas, Inc 401(k) Savings Plan assets move in 2023? ▼
Aafcpas, Inc 401(k) Savings Plan grew sharply - up 27.7% during 2023, from $37M to $47M. Reported net income was $10M.
How have Aafcpas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aafcpas, Inc.'s sponsor-wide assets grew 57.0%, from $37M to $58M.
Where does Aafcpas, Inc 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aafcpas, Inc 401(k) Savings Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aafcpas, Inc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Houstonian 401(k) Plan in TX ($47M, 575 participants).
Which 401(k) plans cover a similar participant headcount to Aafcpas, Inc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 participants, N/A 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 042571780.

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.