401(k)
2023 plan-year 401(k) DOL Form 5500

Ahf Savings and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Aids Healthcare Foundation · California · Healthcare & Social Assistance

What the 2023 filing shows

Ahf Savings and Investment Plan holds $131M for 2,650 participants — about $49,296 per participant, up 28.4% over the 2023 plan year.

$131M
total plan assets (2023 EOY)
2,650
covered participants
$49,296
avg assets per participant
+28.4%
assets growth YoY
Total Assets (2023)
$131M
Participants
2,650
State
Industry
Healthcare & Social Assistance

What the Filing Says About Ahf Savings and Investment Plan

Ahf Savings and Investment Plan is a 401(k) retirement plan sponsored by Aids Healthcare Foundation, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 2,650 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 954112121, and the plan has been effective since 1997-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $102M at the beginning of 2023 to $131M at year-end — a gain of 28.4%. Net assets (after liabilities) closed the year at $131M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$102M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$29M
Plan Type401(k)
Employer EIN954112121
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aids Healthcare Foundation)

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.

Frequently Asked Questions

How much money is in the Ahf Savings and Investment Plan?
As of the 2023 Form 5500 filing, Ahf Savings and Investment Plan holds $131M in total assets with 2,650 participants. It is sponsored by Aids Healthcare Foundation.
What type of plan is Ahf Savings and Investment Plan?
Ahf Savings and Investment Plan is a 401(k) plan. It has been effective since 1997-06-01. The plan is filed with the U.S. Department of Labor under EIN 954112121.
Who sponsors the Ahf Savings and Investment Plan?
Ahf Savings and Investment Plan is sponsored by Aids Healthcare Foundation, located in California. The sponsor's EIN is 954112121 and the plan operates in the Healthcare & Social Assistance industry.
How did Ahf Savings and Investment Plan perform in 2023?
Ahf Savings and Investment Plan grew by 28.4% during 2023, moving from $102M to $131M in total assets. Net income was $29M.
Where can I find official filings for Ahf Savings and Investment Plan?
Official Form 5500 filings for Ahf Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 954112121 or plan name at efast.dol.gov.
How does Ahf Savings and Investment Plan compare to other plans?
You can compare Ahf Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.