401(k) · DOL Form 5500 · 2023

Affirma, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
318
Participants Below avg headcount
68th
Percentile by assets National rank
$48,506
Avg per participant Low balance/head
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Official DOL plan name: Affirma, LLC 401(k) Plan · Sponsored by Affirma, LLC · Washington · Professional & Technical Services

$15M in assets, 318 participants

Affirma, LLC's Affirma, LLC 401(k) Plan reported $15M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,635 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Affirma, LLC 401(k) Plan covers 318 participants in Washington, about 22% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#13,635
in Professional & Technical Services (20,321 peers)
+43.3%
assets growth YoY

Affirma, LLC 401(k) Plan's outsized position by total assets

Affirma, LLC 401(k) Plan vs every filed plan by assets

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

$15,424,792 Top 32% higher than 68% 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

Affirma, LLC 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. Affirma, LLC 401(k) Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affirma, LLC 401(k) Plan reported net income rose from -$752K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Affirma, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270019537 · Affirma, LLC PY 2023 · 401(k)

Affirma, LLC 401(k) Plan · $15M · 318 · 68th

  • EIN $15M
  • EIN 318
  • EIN 68th
  • EIN 401(k)
  • EIN near Infoimage of California, Inc. Retirement Plan
  • EIN ind #13635

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 Washington →

Affirma, LLC 401(k) Plan in the asset neighbourhood

David C Cook Retirement Plan with 401(k) SavingsDavid C Cook Retirement Plan…$15MMaui Oil Co, Inc 401(k) Profit Sharing PlanMaui Oil Co, Inc 401(k) Prof…$15MAffirma, LLC 401(k) Plan$15MInfoimage of California, Inc. Retirement PlanInfoimage of California, Inc…$15MIrco Profit Sharing Plan & TrustIrco Profit Sharing Plan & T…$15M
End-of-year total assets ($M) among Affirma, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN270019537
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affirma, LLC)

Sponsor-wide plan assets over time

All Affirma, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 43.274431034932775% vs 2022
2023 filing year
$10M$12M$14M$16M 20222023 $10.8M $15.4M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 317 $11M
2023 1 318 $15M

Nearby 401(k) Plans in Washington

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

Affirma, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Affirma, LLC 401(k) Plan, Total assets ($B): 0.015424792 · Participants: 318Affirma, LLC 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Affirma, LLC 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Affirma, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Infoimage of California, Inc. Retirement Plan in CA ($15M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Affirma, LLC 401(k) Plan assets move in 2023? ▼
Affirma, LLC 401(k) Plan surged - up 43.3% during 2023, from $11M to $15M. Reported net income was $5M.
How have Affirma, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Affirma, LLC's sponsor-wide assets grew 43.3%, from $11M to $15M.
Which 401(k) plans are similar in size to Affirma, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infoimage of California, Inc. Retirement Plan in CA ($15M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Affirma, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 participants, $3M 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 270019537.

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.