401(k) · DOL Form 5500 · 2023

Aids Healthcare Foundation 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
2,650
Participants Above avg headcount
93rd
Percentile by assets National rank
$49,296
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ahf Savings and Investment Plan · Sponsored by Aids Healthcare Foundation · California · Healthcare & Social Assistance

$131M in assets, 2,650 participants

Aids Healthcare Foundation's Ahf Savings and Investment Plan reported $131M in total assets and 2,650 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,583 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Ahf Savings and Investment Plan covers 2,650 participants in California, 4.2x the typical California plan (state average ~630 per filing). Assets: $131M.

#16,583
in Healthcare & Social Assistance (17,684 peers)
+28.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Ahf Savings and Investment Plan's outsized position by total assets

Ahf Savings and Investment Plan vs every filed plan by assets

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

$130,634,849 Top 7% higher than 93% 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

Ahf Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ahf Savings and Investment Plan lands in the large band (2,650 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ahf Savings and Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Ahf Savings and Investment Plan end-of-year assets rose from $102M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Ahf Savings and Investment Plan reported participants rose from 2,389 in the plan year 2022 filing to 2,650 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954112121 · Aids Healthcare Foundation PY 2023 · 401(k)

Ahf Savings and Investment Plan · $131M · 2,650 · 93rd

  • TYPE $131M
  • TYPE 2,650
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Bolton & Menk, Inc. 401(k) Plan
  • TYPE ind #16583

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 California →

Ahf Savings and Investment Plan in the asset neighbourhood

Global 401(k) Retirement Plan$131MMerchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing PlanMerchant & Gould P.C. 401(k)…$131MDrivetime 401(k) Plan$131MAhf Savings and Investment PlanAhf Savings and Investment P…$131MBolton & Menk, Inc. 401(k) PlanBolton & Menk, Inc. 401(k) P…$131M
End-of-year total assets ($M) among Ahf Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$131M
Net Income$29M
Employer EIN954112121
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aids Healthcare Foundation)

Sponsor-wide plan assets over time

All Aids Healthcare Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$159M 55.8322285152417% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $102M $159M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 2,389 $102M
2023 1 2,650 $131M
2024 1 2,763 $159M

Nearby 401(k) Plans in California

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

Ahf Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ahf Savings and Investment Plan, Total assets ($B): 0.130634849 · Participants: 2650Ahf Savings and Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ahf Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ahf Savings and Investment Plan side-by-side with 3 peers →

Ahf Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bolton & Menk, Inc. 401(k) Plan in MN ($131M); by covered participants it is Mylan Profit Sharing 401(k) Plan in PA (2,650 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,650 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 Ahf Savings and Investment Plan assets move in 2023? ▼
Ahf Savings and Investment Plan grew sharply - up 28.4% during 2023, from $102M to $131M. Reported net income was $29M.
How have Aids Healthcare Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aids Healthcare Foundation's sponsor-wide assets grew 55.8%, from $102M to $159M.
Where does Ahf Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Ahf Savings and Investment Plan ranks in the 93rd 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 Ahf Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolton & Menk, Inc. 401(k) Plan in MN ($131M, 831 participants).
Which 401(k) plans cover a similar participant headcount to Ahf Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mylan Profit Sharing 401(k) Plan in PA (2,650 participants, $1.1B 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 954112121.

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.