401(k) · DOL Form 5500 · 2023

Affinity Plus Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$84M
Total assets
596
Participants
90th
Percentile by assets
$140,714
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$84M
total plan assets (2023 EOY)
596
covered participants
90th
percentile by assets (of 127,072 plans)
$140,714
avg assets per participant

Where Affinity Plus 401(k) Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Minnesota
Industry
Finance & Insurance

Affinity Plus 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Affinity Plus 401(k) Retirement Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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)

$60M$70M$80M$90M$100M$110M 202220232024 $65.8M $98.2M ▲ +49.3%
Total plan assets by year, all Affinity Plus Federal Credit Union plans on file
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 ($B) Participants Affinity Plus 401(k)…, Total assets ($B): 0.083865661 · Participants: 596Affinity Plus 401(k)…Unitedhealth Group 4…, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 4…Medtronic Savings an…, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings an…3M Voluntary Investm…, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investm…U.S. Bank 401(k) Sav…, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Sav…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Affinity Plus 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Affinity Plus 401(k) Retirement Plan

Scale reading

Ways to act on Affinity Plus 401(k) Retirement Plan's numbers.

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.