401(k) · DOL Form 5500 · 2023
Aids Healthcare Foundation 401(k) Plan
Data updated 2026-08-11
- $131M
- Total assets
- 2,650
- Participants
- 93rd
- Percentile by assets
- $49,296
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $131M
- total plan assets (2023 EOY)
- 2,650
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $49,296
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Ahf Savings and Investment Plan reports 2,650 participants - 4.2x that state average ($131M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $29M |
| Employer EIN | 954112121 |
| Plan Effective Date | 1997-06-01 |
| Filing Status | FILING 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.
Ahf Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ahf Savings and Investment Plan by total assets, not by location.
- Bolton & Menk, Inc. 401(k) Plan (MN) $131M · 831
- Drivetime 401(k) Plan (AZ) $131M · 4,302
- Global 401(k) Retirement Plan (AK) $131M · 2,194
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan (MN) $131M · 207
Frequently Asked Questions
How did Ahf Savings and Investment Plan assets move in 2023? ▼
How have Aids Healthcare Foundation plan assets changed over time? ▼
Where does Ahf Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ahf Savings and Investment Plan? ▼
Next read for Ahf Savings and Investment Plan
Filing takeaways
Ways to act on Ahf Savings and Investment Plan's numbers.
- By total assets, Ahf Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Aids Healthcare Foundation's sponsor-wide assets have grown 55.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans