401(k) · DOL Form 5500 · 2023

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
59
Participants Small participant base
53rd
Percentile by assets National rank
$132,374
Avg per participant Near avg balance/head
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Official DOL plan name: Afm & Sag-Aftra 401(k) Plan · Sponsored by Afm & Sag-Aftra Intellectual Property Rights Distribution Fund · California · Finance & Insurance

$8M in assets, 59 participants

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund's Afm & Sag-Aftra 401(k) Plan reported $8M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,398 in Finance & Insurance (8,869 peers)

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund multi-year trail

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund's plans moved +50.3% in assets from 2022 to 2024; this filing shows Afm & Sag-Aftra 401(k) Plan at $8M / 59 participants.

#3,398
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY

Afm & Sag-Aftra 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Afm & Sag-Aftra 401(k) Plan vs every filed plan by assets

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

$7,810,053 Top 47% higher than 53% 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

Afm & Sag-Aftra 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Afm & Sag-Aftra 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Afm & Sag-Aftra 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Afm & Sag-Aftra 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Afm & Sag-Aftra 401(k) Plan reported participants fell from 61 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954815790 · Afm & Sag-Aftra Intellectual Property Rights Distribution Fund PY 2023 · 401(k)

Afm & Sag-Aftra 401(k) Plan · $8M · 59 · 53rd

  • 5500 $8M
  • ASSETS 59
  • PCT 53rd
  • EIN 401(k)
  • RANK near Del Electric 401(k) Plan
  • PHOTO ind #3398

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 Finance & Insurance retirement plans → · Plans in California →

Afm & Sag-Aftra 401(k) Plan in the asset neighbourhood

Afm & Sag-Aftra 401(k) Plan$8MDel Electric 401(k) Plan$8MOregon Shakespeare Festival Association 403(b) PlanOregon Shakespeare Festival …$8MCaribou 401(k) Plan$8MPegasus Support Services, LLC 401(k) PlanPegasus Support Services, LL…$8M
End-of-year total assets ($M) among Afm & Sag-Aftra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund multi-year asset trail

Sponsor-wide plan assets over time

All Afm & Sag-Aftra Intellectual Property Rights Distribution Fund plans reported in each filing year

Latest sponsor-wide plan assets
$10M 50.278226251560135% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.44M $9.68M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 61 $6M
2023 1 59 $8M
2024 1 59 $10M

Afm & Sag-Aftra Intellectual Property Rights Distribution Fund filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN954815790
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Afm & Sag-Aftra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Afm & Sag-Aftra 401(k) Plan, Total assets ($B): 0.007810053 · Participants: 59Afm & Sag-Aftra 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
Afm & Sag-Aftra 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Afm & Sag-Aftra 401(k) Plan side-by-side with 3 peers →

Afm & Sag-Aftra 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Del Electric 401(k) Plan in MD ($8M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Afm & Sag-Aftra 401(k) Plan assets move in 2023? ▼
Afm & Sag-Aftra 401(k) Plan grew sharply - up 21.3% during 2023, from $6M to $8M. Reported net income was $1M.
How have Afm & Sag-Aftra Intellectual Property Rights Distribution Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afm & Sag-Aftra Intellectual Property Rights Distribution Fund's sponsor-wide assets grew 50.3%, from $6M to $10M.
Which 401(k) plans are similar in size to Afm & Sag-Aftra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Del Electric 401(k) Plan in MD ($8M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Afm & Sag-Aftra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 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 954815790.

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.