401(k) · DOL Form 5500 · 2023

Aifs, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
386
Participants Below avg headcount
89th
Percentile by assets National rank
$192,241
Avg per participant Above avg balance/head
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Official DOL plan name: Aifs, Inc. Retirement Savings Plan · Sponsored by Aifs, Inc. · Connecticut · Educational Services

$74M in assets, 386 participants

Aifs, Inc.'s Aifs, Inc. Retirement Savings Plan reported $74M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,005 in Educational Services (3,735 peers)

Where Aifs, Inc. Retirement Savings Plan sits by assets

Aifs, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $74M for 386 participants (~$192,241/participant), up 24.1% in 2023.

#3,005
in Educational Services (3,735 peers)
+24.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Aifs, Inc. Retirement Savings Plan's outsized position by total assets

Aifs, Inc. Retirement Savings Plan vs every filed plan by assets

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

$74,204,906 Top 11% higher than 89% 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

Aifs, Inc. Retirement Savings 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. Aifs, Inc. Retirement Savings Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aifs, Inc. Retirement Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Aifs, Inc. Retirement Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Aifs, Inc. Retirement Savings Plan reported participants rose from 336 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060890698 · Aifs, Inc. PY 2023 · 401(k)

Aifs, Inc. Retirement Savings Plan · $74M · 386 · 89th

  • RANK $74M
  • RANK 386
  • RANK 89th
  • RANK 401(k)
  • RANK near Emr USA Retirement Savings Plan
  • RANK ind #3005

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 Educational Services retirement plans → · Plans in Connecticut →

Aifs, Inc. Retirement Savings Plan in the asset neighbourhood

Emr USA Retirement Savings PlanEmr USA Retirement Savings P…$74MHopkins & Carley 401(k)Plan$74MAifs, Inc. Retirement Savings PlanAifs, Inc. Retirement Saving…$74MClausen Miller, P.C. 401(k) Retirement Savings PlanClausen Miller, P.C. 401(k) …$74MTurner & Townsend Inc. 401(k) PlanTurner & Townsend Inc. 401(k…$74M
End-of-year total assets ($M) among Aifs, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$74M
Net Income$14M
Employer EIN060890698
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aifs, Inc.)

Sponsor-wide plan assets over time

All Aifs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 49.10728381744903% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.8M $89.1M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 336 $60M
2023 1 386 $74M
2024 1 418 $89M

Nearby 401(k) Plans in Connecticut

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

Aifs, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aifs, Inc. Retirement Savings Plan, Total assets ($B): 0.074204906 · Participants: 386Aifs, Inc. Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Aifs, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aifs, Inc. Retirement Savings Plan side-by-side with 3 peers →

Aifs, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Emr USA Retirement Savings Plan in LA ($74M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Aifs, Inc. Retirement Savings Plan assets move in 2023? ▼
Aifs, Inc. Retirement Savings Plan grew sharply - up 24.1% during 2023, from $60M to $74M. Reported net income was $14M.
How have Aifs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aifs, Inc.'s sponsor-wide assets grew 49.1%, from $60M to $89M.
Where does Aifs, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Aifs, Inc. Retirement Savings Plan ranks in the 89th 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 Aifs, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emr USA Retirement Savings Plan in LA ($74M, 1,750 participants).
Which 401(k) plans cover a similar participant headcount to Aifs, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M 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 060890698.

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.