401(k) · DOL Form 5500 · 2023

Affinity Corporate Investments Dba Eva Smith & Associates, Ea 401(k) Plan

Data updated 2026-08-25

$121K
Total assets Small plan by assets
4
Participants Small participant base
7th
Percentile by assets National rank
$30,131
Avg per participant Low balance/head
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Official DOL plan name: Eva Smith & Associates 401(k) Plan · Sponsored by Affinity Corporate Investments Dba Eva Smith & Associates, Ea · California · Professional & Technical Services

$121K in assets, 4 participants

Affinity Corporate Investments Dba Eva Smith & Associates, Ea's Eva Smith & Associates 401(k) Plan reported $121K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,255 in Professional & Technical Services (20,321 peers)

Affinity Corporate Investments Dba Eva Smith & Associates, Ea multi-year trail

Affinity Corporate Investments Dba Eva Smith & Associates, Ea's plans moved +80.4% in assets from 2022 to 2023; this filing shows Eva Smith & Associates 401(k) Plan at $121K / 4 participants.

#1,255
in Professional & Technical Services (20,321 peers)
+80.4%
assets growth YoY

Eva Smith & Associates 401(k) Plan among the smaller filed plans by assets

Eva Smith & Associates 401(k) Plan vs every filed plan by assets

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

$120,524 7th percentile higher than 7% 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

Eva Smith & Associates 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eva Smith & Associates 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eva Smith & Associates 401(k) Plan end-of-year assets rose from $67K in the plan year 2022 filing to $121K in the plan year 2023 filing.
  • Eva Smith & Associates 401(k) Plan reported net income rose from $31K in the plan year 2022 filing to $54K in the plan year 2023 filing.
  • Eva Smith & Associates 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203792804 · Affinity Corporate Investments Dba Eva Smith & Associates, Ea PY 2023 · 401(k)

Eva Smith & Associates 401(k) Plan · $121K · 4 · 7th

  • TYPE $121K
  • NET 4
  • BOOK 7th
  • VS-ST 401(k)
  • BOY near M2m Vision Corp 401(k) Plan
  • SCH ind #1255

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 California →

Eva Smith & Associates 401(k) Plan in the asset neighbourhood

Eva Smith & Associates 401(k) PlanEva Smith & Associates 401(k…$121KM2m Vision Corp 401(k) Plan$121KFleener Cleaner Retirement PlanFleener Cleaner Retirement P…$121KActusense Inc 401(k) Plan$121KBear Asi 401(k)$121K
End-of-year total assets ($M) among Eva Smith & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Affinity Corporate Investments Dba Eva Smith & Associates, Ea multi-year asset trail

Sponsor-wide plan assets over time

All Affinity Corporate Investments Dba Eva Smith & Associates, Ea plans reported in each filing year

Latest sponsor-wide plan assets
$121K 80.41704713860156% vs 2022
2023 filing year
$0.06M$0.08M$0.1M$0.12M$0.14M 20222023 $0.07M $0.12M ▲ +71.4%
Year Plans Participants Total Assets
2022 1 5 $67K
2023 1 4 $121K

Affinity Corporate Investments Dba Eva Smith & Associates, Ea filing trail (2023)

Total Assets (Beginning of Year)$67K
Net Assets (End of Year)$121K
Net Income$54K
Employer EIN203792804
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Eva Smith & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Eva Smith & Associates 401(k) Plan, Total assets ($B): 0.000120524 · Participants: 4Eva Smith & Associates 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Eva Smith & Associates 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Eva Smith & Associates 401(k) Plan side-by-side with 3 peers →

Eva Smith & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is M2m Vision Corp 401(k) Plan in GA ($121K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Eva Smith & Associates 401(k) Plan assets move in 2023? ▼
Eva Smith & Associates 401(k) Plan surged - up 80.4% during 2023, from $67K to $121K. Reported net income was $54K.
How have Affinity Corporate Investments Dba Eva Smith & Associates, Ea plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Affinity Corporate Investments Dba Eva Smith & Associates, Ea's sponsor-wide assets grew 80.4%, from $67K to $121K.
Where does Eva Smith & Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Eva Smith & Associates 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Eva Smith & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M2m Vision Corp 401(k) Plan in GA ($121K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Eva Smith & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 203792804.

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.