401(k) · DOL Form 5500 · 2023

Affiliates Risk Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
35
Participants Small participant base
63rd
Percentile by assets National rank
$349,188
Avg per participant High balance/head
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Official DOL plan name: Ppfa Retirement Plan · Sponsored by Affiliates Risk Management Services, Inc. · New York · Healthcare & Social Assistance

$12M in assets, 35 participants

Affiliates Risk Management Services, Inc.'s Ppfa Retirement Plan reported $12M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,088 in Healthcare & Social Assistance (17,684 peers)

Affiliates Risk Management Services, Inc. multi-year trail

Affiliates Risk Management Services, Inc.'s plans moved +54.1% in assets from 2022 to 2024; this filing shows Ppfa Retirement Plan at $12M / 35 participants.

#12,088
in Healthcare & Social Assistance (17,684 peers)
+26.4%
assets growth YoY

Ppfa Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ppfa Retirement Plan vs every filed plan by assets

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

$12,221,584 Top 37% higher than 63% 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

Ppfa Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ppfa Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ppfa Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ppfa Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134167849 · Affiliates Risk Management Services, Inc. PY 2023 · 401(k)

Ppfa Retirement Plan · $12M · 35 · 63rd

  • 5500 $12M
  • ASSETS 35
  • PCT 63rd
  • EIN 401(k)
  • RANK near Sain Associates, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #12088

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 New York →

Ppfa Retirement Plan in the asset neighbourhood

Ppfa Retirement Plan$12MSain Associates, Inc. 401(k) Profit Sharing PlanSain Associates, Inc. 401(k)…$12MFortress Solutions 401(k) PlanFortress Solutions 401(k) Pl…$12MOntra 401(k) Plan$12MChrome Deposit Corporation 401(k) PlanChrome Deposit Corporation 4…$12M
End-of-year total assets ($M) among Ppfa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Affiliates Risk Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Affiliates Risk Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 54.116409390648776% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.67M $14.9M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 35 $10M
2023 1 35 $12M
2024 1 36 $15M

Affiliates Risk Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN134167849
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ppfa Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ppfa Retirement Plan, Total assets ($B): 0.012221584 · Participants: 35Ppfa Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ppfa Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ppfa Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Sain Associates, Inc. 401(k) Profit Sharing Plan in AL ($12M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Ppfa Retirement Plan assets move in 2023? ▼
Ppfa Retirement Plan grew sharply - up 26.4% during 2023, from $10M to $12M. Reported net income was $3M.
How have Affiliates Risk Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliates Risk Management Services, Inc.'s sponsor-wide assets grew 54.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sain Associates, Inc. 401(k) Profit Sharing Plan in AL ($12M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Ppfa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M 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 134167849.

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.