401(k) · DOL Form 5500 · 2023

Certain Affinity, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
181
Participants Below avg headcount
71st
Percentile by assets National rank
$101,933
Avg per participant Below avg balance/head
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Official DOL plan name: Certain Affinity 401(k) Plan · Sponsored by Certain Affinity, Inc. · Texas · Professional & Technical Services

$18M in assets, 181 participants

Certain Affinity, Inc.'s Certain Affinity 401(k) Plan reported $18M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,368 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Certain Affinity 401(k) Plan covers 181 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#14,368
in Professional & Technical Services (20,321 peers)
+21.8%
assets growth YoY

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

Certain Affinity 401(k) Plan vs every filed plan by assets

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

$18,449,835 Top 29% higher than 71% 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

Certain Affinity 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. Certain Affinity 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Certain Affinity 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Certain Affinity 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Certain Affinity 401(k) Plan reported participants fell from 207 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352612895 · Certain Affinity, Inc. PY 2023 · 401(k)

Certain Affinity 401(k) Plan · $18M · 181 · 71st

  • PCT $18M
  • EIN 181
  • RANK 71st
  • PHOTO 401(k)
  • IND near Q Corporate Holdings Retirement and Savings Plan
  • EOY ind #14368

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 Texas →

Certain Affinity 401(k) Plan in the asset neighbourhood

Certain Affinity 401(k) Plan$18MQ Corporate Holdings Retirement and Savings PlanQ Corporate Holdings Retirem…$18MMassachusetts Teacher Association 401(k) Savings PlanMassachusetts Teacher Associ…$18MStaple Cotton Cooperative Association and Its Affiliates 401(k) Retirement Savings PlanStaple Cotton Cooperative As…$18MPine Instrument Company 401(k) Profit Sharing PlanPine Instrument Company 401(…$18M
End-of-year total assets ($M) among Certain Affinity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN352612895
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Certain Affinity, Inc.)

Sponsor-wide plan assets over time

All Certain Affinity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 40.33127114931763% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $21.3M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 207 $15M
2023 1 181 $18M
2024 1 179 $21M

Nearby 401(k) Plans in Texas

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

Certain Affinity 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Certain Affinity 401(k) Plan, Total assets ($B): 0.018449835 · Participants: 181Certain Affinity 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
Certain Affinity 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Certain Affinity 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Q Corporate Holdings Retirement and Savings Plan in OH ($18M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Certain Affinity 401(k) Plan assets move in 2023? ▼
Certain Affinity 401(k) Plan grew sharply - up 21.8% during 2023, from $15M to $18M. Reported net income was $3M.
How have Certain Affinity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Certain Affinity, Inc.'s sponsor-wide assets grew 40.3%, from $15M to $21M.
Which 401(k) plans are similar in size to Certain Affinity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Q Corporate Holdings Retirement and Savings Plan in OH ($18M, 403 participants).
Which 401(k) plans cover a similar participant headcount to Certain Affinity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 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 352612895.

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.