401(k) · DOL Form 5500 · 2023

Affinity Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
521
Participants Below avg headcount
91st
Percentile by assets National rank
$185,219
Avg per participant Above avg balance/head
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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.

  • #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.

#7,639
in Finance & Insurance (8,869 peers)
+19.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Affinity Federal Credit Union 401(k) Plan's outsized position 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

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

Affinity Federal Credit Union 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. Affinity Federal Credit Union 401(k) Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 135562114 · Affinity Federal Credit Union PY 2023 · 401(k)

Affinity Federal Credit Union 401(k) Plan · $96M · 521 · 91st

  • PHOTO $96M
  • IND 521
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Ameritrust 401(k) Profit Sharing Plan
  • PCT ind #7639

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Affinity Federal Credit Union 401(k) Plan in the asset neighbourhood

We Employees' 401(k) Cash or Deferred Retirement PlanWe Employees' 401(k) Cash or…$97MAmeritrust 401(k) Profit Sharing PlanAmeritrust 401(k) Profit Sha…$97MKalsec, Inc. Employees' Profit Sharing PlanKalsec, Inc. Employees' Prof…$97MH.I.G. Capital Management, LLC 401(k) PlanH.I.G. Capital Management, L…$97MAffinity Federal Credit Union 401(k) PlanAffinity Federal Credit Unio…$96M
End-of-year total assets ($M) among Affinity Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$96M
Net Income$16M
Employer EIN135562114
Plan Effective Date1986-04-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Federal Credit Union)

Sponsor-wide plan assets over time

All Affinity Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$109M 35.35596899338336% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $80.6M $109M ▲ +35.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Affinity Federal Credit Union 401(k) Plan, Total assets ($B): 0.096498952 · Participants: 521Affinity Federal Credit Union 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Affinity Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Affinity Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Ameritrust 401(k) Profit Sharing Plan in MI ($97M); by covered participants it is Healey Brothers, Inc. 401(k) Plan in NY (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 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).
Which 401(k) plans cover a similar participant headcount to Affinity Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healey Brothers, Inc. 401(k) Plan in NY (521 participants, $39M 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 135562114.

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.