401(k) · DOL Form 5500 · 2023

Affinity Dental 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
193
Participants Below avg headcount
70th
Percentile by assets National rank
$91,439
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affinity Dental 401-K Retirement Plan · Sponsored by Affinity Dental · Massachusetts · Healthcare & Social Assistance

$18M in assets, 193 participants

Affinity Dental's Affinity Dental 401-K Retirement Plan reported $18M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,263 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Affinity Dental 401-K Retirement Plan covers 193 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#13,263
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY

Affinity Dental 401-K Retirement Plan's outsized position by total assets

Affinity Dental 401-K Retirement Plan vs every filed plan by assets

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

$17,647,769 Top 30% higher than 70% 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 Dental 401-K Retirement 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 Dental 401-K Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinity Dental 401-K Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Affinity Dental 401-K Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Affinity Dental 401-K Retirement Plan reported participants fell from 205 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821866847 · Affinity Dental PY 2023 · 401(k)

Affinity Dental 401-K Retirement Plan · $18M · 193 · 70th

  • SCH $18M
  • SCH 193
  • SCH 70th
  • SCH 401(k)
  • SCH near Axt Inc. 401(k) Plan
  • SCH ind #13263

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 Massachusetts →

Affinity Dental 401-K Retirement Plan in the asset neighbourhood

Affinity Dental 401-K Retirement PlanAffinity Dental 401-K Retire…$18MAxt Inc. 401(k) Plan$18MKimbel Mechanical Systems, Inc. 401(k) PlanKimbel Mechanical Systems, I…$18MHammer & Steel, Inc. 401(k) Profit Sharing PlanHammer & Steel, Inc. 401(k) …$18MNew World Travel, Inc. Employee 401(k) PlanNew World Travel, Inc. Emplo…$18M
End-of-year total assets ($M) among Affinity Dental 401-K Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN821866847
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Dental)

Sponsor-wide plan assets over time

All Affinity Dental plans reported in each filing year

Latest sponsor-wide plan assets
$20M 38.65562887048303% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 205 $14M
2023 1 193 $18M
2024 1 237 $20M

Nearby 401(k) Plans in Massachusetts

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

Affinity Dental 401-K Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Affinity Dental 401-K Retirement Plan, Total assets ($B): 0.017647769 · Participants: 193Affinity Dental 401-K Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Affinity Dental 401-K Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Affinity Dental 401-K Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Axt Inc. 401(k) Plan in CA ($18M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Dental 401-K Retirement Plan assets move in 2023? ▼
Affinity Dental 401-K Retirement Plan grew sharply - up 22.1% during 2023, from $14M to $18M. Reported net income was $3M.
How have Affinity Dental plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Dental's sponsor-wide assets grew 38.7%, from $14M to $20M.
Which 401(k) plans are similar in size to Affinity Dental 401-K Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axt Inc. 401(k) Plan in CA ($18M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Dental 401-K Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M 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 821866847.

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.