401(k) · DOL Form 5500 · 2023

Affinipay LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
473
Participants Below avg headcount
80th
Percentile by assets National rank
$65,581
Avg per participant Low balance/head
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Official DOL plan name: Affinipay 401(k) Plan · Sponsored by Affinipay LLC · Texas · Finance & Insurance

$31M in assets, 473 participants

Affinipay LLC's Affinipay 401(k) Plan reported $31M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,117 in Finance & Insurance (8,869 peers)

Where Affinipay 401(k) Plan sits by assets

Affinipay 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 473 participants (~$65,581/participant), up 72.9% in 2023.

#6,117
in Finance & Insurance (8,869 peers)
+72.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Affinipay 401(k) Plan's outsized position by total assets

Affinipay 401(k) Plan vs every filed plan by assets

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

$31,019,931 Top 20% higher than 80% 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

Affinipay 401(k) 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. Affinipay 401(k) Plan sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinipay 401(k) Plan reported net income rose from $638K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Affinipay 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 473 in the plan year 2023 filing.
  • Affinipay 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721601420 · Affinipay LLC PY 2023 · 401(k)

Affinipay 401(k) Plan · $31M · 473 · 80th

  • EBSA $31M
  • PART 473
  • TYPE 80th
  • NET 401(k)
  • BOOK near Melwood Service Contract Act Retirement Plan
  • VS-ST ind #6117

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 Texas →

Affinipay 401(k) Plan in the asset neighbourhood

Affinipay 401(k) Plan$31MMelwood Service Contract Act Retirement PlanMelwood Service Contract Act…$31MHillandale Gettysburg LP Employee Savings & Retirement PlanHillandale Gettysburg LP Emp…$31MCas Severn, Inc. 401(k) Profit Sharing PlanCas Severn, Inc. 401(k) Prof…$31MKddi Group 401(k) Plan$31M
End-of-year total assets ($M) among Affinipay 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$31M
Net Income$8M
Employer EIN721601420
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinipay LLC)

Sponsor-wide plan assets over time

All Affinipay LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 131.178393276435% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $17.9M $41.5M ▲ +131.2%
Year Plans Participants Total Assets
2022 1 219 $18M
2023 1 473 $31M
2024 1 453 $41M

Nearby 401(k) Plans in Texas

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

Affinipay 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Affinipay 401(k) Plan, Total assets ($B): 0.031019931 · Participants: 473Affinipay 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Affinipay 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Affinipay 401(k) Plan side-by-side with 3 peers →

Affinipay 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Melwood Service Contract Act Retirement Plan in MD ($31M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Affinipay 401(k) Plan assets move in 2023? ▼
Affinipay 401(k) Plan surged - up 72.9% during 2023, from $18M to $31M. Reported net income was $8M.
How have Affinipay LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinipay LLC's sponsor-wide assets grew 131.2%, from $18M to $41M.
Where does Affinipay 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinipay 401(k) Plan ranks in the 80th 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 Affinipay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Melwood Service Contract Act Retirement Plan in MD ($31M, 762 participants).
Which 401(k) plans cover a similar participant headcount to Affinipay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants, $35M 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 721601420.

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.