401(k) · DOL Form 5500 · 2023
Afg Distribution Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $27,269
- Avg per participant Low balance/head
Official DOL plan name: Afg Distribution, Inc. 401(k) Retirement Plan · Sponsored by Afg Distribution Inc · North Carolina · Wholesale Trade
$4M in assets, 134 participants
Afg Distribution Inc's Afg Distribution, Inc. 401(k) Retirement Plan reported $4M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #1,753 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
Afg Distribution, Inc. 401(k) Retirement Plan covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #1,753
- in Wholesale Trade (6,309 peers)
- +21.2%
- assets growth YoY
Afg Distribution, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Afg Distribution, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,654,015 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Afg Distribution, Inc. 401(k) Retirement 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. Afg Distribution, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Afg Distribution, Inc. 401(k) Retirement Plan reported net income rose from $142K in the plan year 2022 filing to $640K in the plan year 2023 filing.
- Afg Distribution, Inc. 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Afg Distribution, Inc. 401(k) Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 134 in the plan year 2023 filing.
DOL schedule card
Filing strip 271590763 · Afg Distribution Inc PY 2023 · 401(k)
Afg Distribution, Inc. 401(k) Retirement Plan · $4M · 134 · 39th
- PART $4M
- TYPE 134
- NET 39th
- BOOK 401(k)
- VS-ST near Bsb Communications, Inc. Profit Sharing Plan
- BOY ind #1753
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Afg Distribution, Inc. 401(k) Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $640K |
| Employer EIN | 271590763 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Afg Distribution Inc)
Sponsor-wide plan assets over time
All Afg Distribution Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 41.20344624842559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $3M |
| 2023 | 1 | 134 | $4M |
| 2024 | 1 | 151 | $4M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Afg Distribution, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Bsb Communications, Inc. Profit Sharing Plan in MI ($4M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 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.