401(k) · DOL Form 5500 · 2023

Automated Financial Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
317
Participants Below avg headcount
89th
Percentile by assets National rank
$242,339
Avg per participant Above avg balance/head
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Official DOL plan name: Automated Financial Systems, Inc. 401(k) Salary Reduction Plan · Sponsored by Automated Financial Systems, Inc. · Pennsylvania · Professional & Technical Services

$77M in assets, 317 participants

Automated Financial Systems, Inc.'s Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reported $77M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,413 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan covers 317 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $77M.

#18,413
in Professional & Technical Services (20,321 peers)
+8.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's outsized position by total assets

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs every filed plan by assets

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

$76,821,412 Top 11% higher than 89% 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

Automated Financial Systems, Inc. 401(k) Salary Reduction 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. Automated Financial Systems, Inc. 401(k) Salary Reduction Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reported net income rose from -$18M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Automated Financial Systems, Inc. 401(k) Salary Reduction Plan end-of-year assets rose from $71M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231724335 · Automated Financial Systems, Inc. PY 2023 · 401(k)

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan · $77M · 317 · 89th

  • SCH $77M
  • EBSA 317
  • PART 89th
  • TYPE 401(k)
  • NET near National Seating & Mobility, Inc. 401(k) Plan
  • BOOK ind #18413

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 Pennsylvania →

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan in the asset neighbourhood

Delaval Inc. Retirement Savings PlanDelaval Inc. Retirement Savi…$77MAutomated Financial Systems, Inc. 401(k) Salary Reduction PlanAutomated Financial Systems,…$77MNational Seating & Mobility, Inc. 401(k) PlanNational Seating & Mobility,…$77MSecurity National Corporation Retirement Savings Plan & TrustSecurity National Corporatio…$77MBluebird Bio, Inc. 401(k) PlanBluebird Bio, Inc. 401(k) Pl…$77M
End-of-year total assets ($M) among Automated Financial Systems, Inc. 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$77M
Net Income$6M
Employer EIN231724335
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Automated Financial Systems, Inc.)

Sponsor-wide plan assets over time

All Automated Financial Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 20.2512274066817% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $70.7M $85.1M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 314 $71M
2023 1 317 $77M
2024 1 295 $85M

Nearby 401(k) Plans in Pennsylvania

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

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Automated Financial Systems, Inc. 401(k) Salary Reduction Plan, Total assets ($B): 0.076821412 · Participants: 317Automated Financial Systems, Inc. 401(k) Salary Reduction PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Automated Financial Systems, Inc. 401(k) Salary Reduction Plan side-by-side with 3 peers →

Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is National Seating & Mobility, Inc. 401(k) Plan in TN ($77M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Automated Financial Systems, Inc. 401(k) Salary Reduction Plan assets move in 2023? ▼
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan grew at a solid clip - up 8.6% during 2023, from $71M to $77M. Reported net income was $6M.
How have Automated Financial Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Automated Financial Systems, Inc.'s sponsor-wide assets grew 20.3%, from $71M to $85M.
Where does Automated Financial Systems, Inc. 401(k) Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan ranks in the 89th 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 Automated Financial Systems, Inc. 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Seating & Mobility, Inc. 401(k) Plan in TN ($77M, 2,073 participants).
Which 401(k) plans cover a similar participant headcount to Automated Financial Systems, Inc. 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguires Management Group 401(k) Plan in FL (317 participants, $2M 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 231724335.

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.