401(k) · DOL Form 5500 · 2023

Adfinitas Management, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
380
Participants Below avg headcount
83rd
Percentile by assets National rank
$106,408
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adfinitas Health 401(k) Retirement Plan · Sponsored by Adfinitas Management, LLC · Maryland · Healthcare & Social Assistance

$40M in assets, 380 participants

Adfinitas Management, LLC's Adfinitas Health 401(k) Retirement Plan reported $40M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,145 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Adfinitas Health 401(k) Retirement Plan covers 380 participants in Maryland, about 41% of the average Maryland filer (state average ~929 per filing). Assets: $40M.

#15,145
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Adfinitas Health 401(k) Retirement Plan's outsized position by total assets

Adfinitas Health 401(k) Retirement Plan vs every filed plan by assets

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

$40,434,910 Top 17% higher than 83% 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

Adfinitas Health 401(k) Retirement 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. Adfinitas Health 401(k) Retirement Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adfinitas Health 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Adfinitas Health 401(k) Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Adfinitas Health 401(k) Retirement Plan reported participants fell from 412 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452540636 · Adfinitas Management, LLC PY 2023 · 401(k)

Adfinitas Health 401(k) Retirement Plan · $40M · 380 · 83rd

  • RANK $40M
  • RANK 380
  • RANK 83rd
  • RANK 401(k)
  • RANK near Roland Machinery Company Employee Benefit Plan and Trust
  • RANK ind #15145

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Adfinitas Health 401(k) Retirement Plan in the asset neighbourhood

Roland Machinery Company Employee Benefit Plan and TrustRoland Machinery Company Emp…$40MArcadia Solutions Retirement Savings PlanArcadia Solutions Retirement…$40MAdfinitas Health 401(k) Retirement PlanAdfinitas Health 401(k) Reti…$40MWestward Seafoods, Inc. 401(k) Retirement PlanWestward Seafoods, Inc. 401(…$40MFour Winds 401(k) Savings and Investment PlanFour Winds 401(k) Savings an…$40M
End-of-year total assets ($M) among Adfinitas Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN452540636
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adfinitas Management, LLC)

Sponsor-wide plan assets over time

All Adfinitas Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 32.927142675059365% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.2M $44.2M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 412 $33M
2023 1 380 $40M
2024 1 421 $44M

Nearby 401(k) Plans in Maryland

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

Adfinitas Health 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adfinitas Health 401(k) Retirement Plan, Total assets ($B): 0.04043491 · Participants: 380Adfinitas Health 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Adfinitas Health 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Adfinitas Health 401(k) Retirement Plan side-by-side with 3 peers →

Adfinitas Health 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Roland Machinery Company Employee Benefit Plan and Trust in IL ($40M); by covered participants it is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Adfinitas Health 401(k) Retirement Plan assets move in 2023? ▼
Adfinitas Health 401(k) Retirement Plan grew sharply - up 21.7% during 2023, from $33M to $40M. Reported net income was $7M.
How have Adfinitas Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adfinitas Management, LLC's sponsor-wide assets grew 32.9%, from $33M to $44M.
Where does Adfinitas Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Adfinitas Health 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Adfinitas Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roland Machinery Company Employee Benefit Plan and Trust in IL ($40M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Adfinitas Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants, $275M 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 452540636.

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.