401(k) · DOL Form 5500 · 2023

Advanced Filtration Systems, Inc 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
204
Participants Below avg headcount
78th
Percentile by assets National rank
$133,835
Avg per participant Near avg balance/head
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Official DOL plan name: Afsi Employee Retirement Plan · Sponsored by Advanced Filtration Systems, Inc · Illinois · Manufacturing

$27M in assets, 204 participants

Advanced Filtration Systems, Inc's Afsi Employee Retirement Plan reported $27M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,960 in Manufacturing (18,722 peers)

Coverage in Illinois

Afsi Employee Retirement Plan covers 204 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

#12,960
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Afsi Employee Retirement Plan's outsized position by total assets

Afsi Employee Retirement Plan vs every filed plan by assets

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

$27,302,275 Top 22% higher than 78% 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

Afsi Employee 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. Afsi Employee Retirement Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Afsi Employee Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Afsi Employee Retirement Plan reported participants fell from 250 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Afsi Employee Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371201637 · Advanced Filtration Systems, Inc PY 2023 · 401(k)

Afsi Employee Retirement Plan · $27M · 204 · 78th

  • PHOTO $27M
  • IND 204
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Sorrento Therapeutics, Inc. 401(k) Plan
  • PCT ind #12960

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 Manufacturing retirement plans → · Plans in Illinois →

Afsi Employee Retirement Plan in the asset neighbourhood

Afsi Employee Retirement Plan$27MSorrento Therapeutics, Inc. 401(k) PlanSorrento Therapeutics, Inc. …$27MOpta Group LLC 401(k) Plan$27MMetric Engineering Savings and Retirement PlanMetric Engineering Savings a…$27MGraystone Ophthalmology Associates, P.a. 401(k) Profit Sharing PlanGraystone Ophthalmology Asso…$27M
End-of-year total assets ($M) among Afsi Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN371201637
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Filtration Systems, Inc)

Sponsor-wide plan assets over time

All Advanced Filtration Systems, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.646401167342436% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.5M $29.5M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 250 $24M
2023 1 204 $27M
2024 1 186 $30M

Nearby 401(k) Plans in Illinois

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

Afsi Employee Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Afsi Employee Retirement Plan, Total assets ($B): 0.027302275 · Participants: 204Afsi Employee Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Afsi Employee Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Afsi Employee Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Sorrento Therapeutics, Inc. 401(k) Plan in CA ($27M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Afsi Employee Retirement Plan assets move in 2023? ▼
Afsi Employee Retirement Plan grew at a solid clip - up 11.5% during 2023, from $24M to $27M. Reported net income was $3M.
How have Advanced Filtration Systems, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Filtration Systems, Inc's sponsor-wide assets grew 20.6%, from $24M to $30M.
Where does Afsi Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Afsi Employee Retirement Plan ranks in the 78th 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 Afsi Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sorrento Therapeutics, Inc. 401(k) Plan in CA ($27M, 634 participants).
Which 401(k) plans cover a similar participant headcount to Afsi Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 371201637.

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.