401(k) · DOL Form 5500 · 2023

Project Affinity, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
158
Participants Small participant base
53rd
Percentile by assets National rank
$48,933
Avg per participant Low balance/head
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Official DOL plan name: Affinity 401(k) Plan · Sponsored by Project Affinity, Inc. · California · Professional & Technical Services

$8M in assets, 158 participants

Project Affinity, Inc.'s Affinity 401(k) Plan reported $8M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,464 in Professional & Technical Services (20,321 peers)

Coverage in California

Affinity 401(k) Plan covers 158 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,464
in Professional & Technical Services (20,321 peers)
+61.9%
assets growth YoY

Affinity 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$7,731,349 Top 47% higher than 53% 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 401(k) 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 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinity 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Affinity 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Affinity 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472315002 · Project Affinity, Inc. PY 2023 · 401(k)

Affinity 401(k) Plan · $8M · 158 · 53rd

  • RANK $8M
  • PHOTO 158
  • IND 53rd
  • EOY 401(k)
  • 5500 near Hub Folding Box Company Union Members 401(k) Savings Plan
  • ASSETS ind #10464

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 Professional & Technical Services retirement plans → · Plans in California →

Affinity 401(k) Plan in the asset neighbourhood

Affinity 401(k) Plan$8MHub Folding Box Company Union Members 401(k) Savings PlanHub Folding Box Company Unio…$8MRyan Iron Works, Inc. 401(k) PlanRyan Iron Works, Inc. 401(k)…$8MSamuel S Adelsberg & Co Retirement PlanSamuel S Adelsberg & Co Reti…$8MEducation Enrichment Services, LLC 401(k) PlanEducation Enrichment Service…$8M
End-of-year total assets ($M) among Affinity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN472315002
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Project Affinity, Inc.)

Sponsor-wide plan assets over time

All Project Affinity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 124.39868722650115% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.78M $10.7M ▲ +124.3%
Year Plans Participants Total Assets
2022 1 123 $5M
2023 1 158 $8M
2024 1 159 $11M

Nearby 401(k) Plans in California

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

Affinity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Affinity 401(k) Plan, Total assets ($B): 0.007731349 · Participants: 158Affinity 401(k) 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
Affinity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affinity 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Hub Folding Box Company Union Members 401(k) Savings Plan in MA ($8M); by covered participants it is Center for Family Resources in 401(k) Profit Sharing Plan & Trust in NJ (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 401(k) Plan assets move in 2023? ▼
Affinity 401(k) Plan surged - up 61.9% during 2023, from $5M to $8M. Reported net income was $3M.
How have Project Affinity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Project Affinity, Inc.'s sponsor-wide assets grew 124.4%, from $5M to $11M.
Which 401(k) plans are similar in size to Affinity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hub Folding Box Company Union Members 401(k) Savings Plan in MA ($8M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Affinity 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Center for Family Resources in 401(k) Profit Sharing Plan & Trust in NJ (158 participants, $19K 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 472315002.

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.