401(k) · DOL Form 5500 · 2023

Affinity Plus Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
596
Participants Below avg headcount
90th
Percentile by assets National rank
$140,714
Avg per participant Near avg balance/head
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Official DOL plan name: Affinity Plus 401(k) Retirement Plan · Sponsored by Affinity Plus Federal Credit Union · Minnesota · Finance & Insurance

$84M in assets, 596 participants

Affinity Plus Federal Credit Union's Affinity Plus 401(k) Retirement Plan reported $84M in total assets and 596 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,515 in Finance & Insurance (8,869 peers)

Where Affinity Plus 401(k) Retirement Plan sits by assets

Affinity Plus 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $84M for 596 participants (~$140,714/participant), up 27.5% in 2023.

#7,515
in Finance & Insurance (8,869 peers)
+27.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Affinity Plus 401(k) Retirement Plan's outsized position by total assets

Affinity Plus 401(k) Retirement Plan vs every filed plan by assets

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

$83,865,661 Top 10% higher than 90% 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 Plus 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. Affinity Plus 401(k) Retirement Plan sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinity Plus 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Affinity Plus 401(k) Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Affinity Plus 401(k) Retirement Plan reported participants rose from 572 in the plan year 2022 filing to 596 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410557541 · Affinity Plus Federal Credit Union PY 2023 · 401(k)

Affinity Plus 401(k) Retirement Plan · $84M · 596 · 90th

  • NET $84M
  • BOOK 596
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Bramco Retirement Plan
  • EBSA ind #7515

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 Minnesota →

Affinity Plus 401(k) Retirement Plan in the asset neighbourhood

Affinity Plus 401(k) Retirement PlanAffinity Plus 401(k) Retirem…$84MBramco Retirement Plan$84MCornerstone Chemical Company Union Employees' Savings and Profit Sharing PlanCornerstone Chemical Company…$84MLimbach Facility Services LLC 401(k) Savings PlanLimbach Facility Services LL…$84MWoodhouse Auto Family 401(k) PlanWoodhouse Auto Family 401(k)…$84M
End-of-year total assets ($M) among Affinity Plus 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$84M
Net Income$18M
Employer EIN410557541
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Plus Federal Credit Union)

Sponsor-wide plan assets over time

All Affinity Plus Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$98M 49.24740915734545% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $65.8M $98.2M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 572 $66M
2023 1 596 $84M
2024 1 607 $98M

Nearby 401(k) Plans in Minnesota

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

Affinity Plus 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Affinity Plus 401(k) Retirement Plan, Total assets ($B): 0.083865661 · Participants: 596Affinity Plus 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Affinity Plus 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Affinity Plus 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Bramco Retirement Plan in KY ($84M); by covered participants it is Northwest Federal Credit Union 401(k) Savings Plan in VA (596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (596 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 Plus 401(k) Retirement Plan assets move in 2023? ▼
Affinity Plus 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $66M to $84M. Reported net income was $18M.
How have Affinity Plus Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Plus Federal Credit Union's sponsor-wide assets grew 49.2%, from $66M to $98M.
Where does Affinity Plus 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Affinity Plus 401(k) Retirement Plan ranks in the 90th 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 Plus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bramco Retirement Plan in KY ($84M, 614 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Plus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Federal Credit Union 401(k) Savings Plan in VA (596 participants, $106M 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 410557541.

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.