401(k) · DOL Form 5500 · 2023
Affiliated Independent Distributors, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 135
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $227,998
- Avg per participant Above avg balance/head
Official DOL plan name: Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust · Sponsored by Affiliated Independent Distributors, Inc. · Pennsylvania · Professional & Technical Services
$31M in assets, 135 participants
Affiliated Independent Distributors, Inc.'s Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust reported $31M in total assets and 135 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.
- #16,285 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust covers 135 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.
- #16,285
- in Professional & Technical Services (20,321 peers)
- +24.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust's outsized position by total assets
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,779,694 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust 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. Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (135 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust reported participants rose from 124 in the plan year 2022 filing to 135 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 232182931 · Affiliated Independent Distributors, Inc. PY 2023 · 401(k)
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust · $31M · 135 · 80th
- EBSA $31M
- PART 135
- TYPE 80th
- NET 401(k)
- BOOK near Dtsv Group 401(k) Plan
- VS-ST ind #16285
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 Pennsylvania →
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $6M |
| Employer EIN | 232182931 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affiliated Independent Distributors, Inc.)
Sponsor-wide plan assets over time
All Affiliated Independent Distributors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 45.17487565194379% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $25M |
| 2023 | 1 | 135 | $31M |
| 2024 | 1 | 153 | $36M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Dtsv Group 401(k) Plan in VA ($31M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Dtsv Group 401(k) Plan (VA) $31M · 935
- Manhard Consulting, Ltd. Cash or Deferred Profit Sharing Plan (IL) $31M · 294
- Office & Professional Employees Retirement Plan (WA) $31M · 2,049
- Four Winds Health Retirement Plan (GA) $31M · 2,367
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan (NJ) 135 · 0 off
- Auralcare Hearing Centers of America (UT) 135 · 0 off
- Savings Plan for Employees of South Banking Company (GA) 135 · 0 off
- Livingston Enterprises, Inc. 401(k) Plan (NE) 135 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.