401(k) · DOL Form 5500 · 2023

Affinity Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$96M
Total assets: 521
Participants: 91st
Percentile by assets: $185,219
Avg per participant

Official DOL plan name: Affinity Federal Credit Union 401(k) Plan · Sponsored by Affinity Federal Credit Union · New Jersey · Finance & Insurance

$96M in assets, 521 participants

Affinity Federal Credit Union's Affinity Federal Credit Union 401(k) Plan reported $96M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#7,639 in Finance & Insurance (8,869 peers)

Where Affinity Federal Credit Union 401(k) Plan sits by assets

Affinity Federal Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 521 participants (~$185,219/participant), up 19.8% in 2023.

$96M
total plan assets (2023 EOY): 521
covered participants: 91st
percentile by assets (of 127,072 plans): $185,219
avg assets per participant

Where Affinity Federal Credit Union 401(k) Plan sits by total assets

Affinity Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$96,498,952 Top 9% higher than 91% 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

Affinity Federal Credit Union 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Affinity Federal Credit Union 401(k) Plan end-of-year assets rose from $81M in the plan year 2022 filing to $96M in the plan year 2023 filing.
Affinity Federal Credit Union 401(k) Plan reported participants rose from 467 in the plan year 2022 filing to 521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Finance & Insurance

Affinity Federal Credit Union 401(k) Plan vs the 2023 asset distribution

By assets, Affinity Federal Credit Union 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$81M
Net Assets (End of Year)	$96M
Net Income	$16M
Employer EIN	135562114
Plan Effective Date	1986-04-10
Filing Status	FILING RECEIVED

Sponsor Plan History (Affinity Federal Credit Union)

Total plan assets by year, all Affinity Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	1	467	$81M
2023	1	521	$96M
2024	1	510	$109M

Nearby 401(k) Plans in New Jersey

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

Affinity Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Affinity Federal Credit Union 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Affinity Federal Credit Union 401(k) Plan by total assets, not by location.

Ameritrust 401(k) Profit Sharing Plan (MI) $97M · 762
Kalsec, Inc. Employees' Profit Sharing Plan (MI) $97M · 331
H.I.G. Capital Management, LLC 401(k) Plan (FL) $97M · 650
We Employees' 401(k) Cash or Deferred Retirement Plan (WA) $97M · 544

Frequently Asked Questions

How did Affinity Federal Credit Union 401(k) Plan assets move in 2023? ▼

Affinity Federal Credit Union 401(k) Plan grew sharply - up 19.8% during 2023, from $81M to $96M. Reported net income was $16M.

How have Affinity Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Affinity Federal Credit Union's sponsor-wide assets grew 35.4%, from $81M to $109M.

Where does Affinity Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼

Affinity Federal Credit Union 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Affinity Federal Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ameritrust 401(k) Profit Sharing Plan in MI ($97M, 762 participants).

Next read for Affinity Federal Credit Union 401(k) Pla…

Scale reading

Ways to act on Affinity Federal Credit Union 401(k) Plan's numbers.

By total assets, Affinity Federal Credit Union 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Affinity Federal Credit Union's sponsor-wide assets have grown 35.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 135562114.