401(k) · DOL Form 5500 · 2023

Affinity Development Group, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
213
Participants Below avg headcount
80th
Percentile by assets National rank
$153,012
Avg per participant Above avg balance/head
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Official DOL plan name: Affinity Development Group 401(k) Profit Sharing Plan · Sponsored by Affinity Development Group, Inc. · California · Professional & Technical Services

$33M in assets, 213 participants

Affinity Development Group, Inc.'s Affinity Development Group 401(k) Profit Sharing Plan reported $33M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,441 in Professional & Technical Services (20,321 peers)

Coverage in California

Affinity Development Group 401(k) Profit Sharing Plan covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $33M.

#16,441
in Professional & Technical Services (20,321 peers)
+27.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Affinity Development Group 401(k) Profit Sharing Plan's outsized position by total assets

Affinity Development Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,591,484 Top 20% higher than 80% 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 Development Group 401(k) Profit Sharing 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 Development Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinity Development Group 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Affinity Development Group 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Affinity Development Group 401(k) Profit Sharing Plan reported participants fell from 251 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330900825 · Affinity Development Group, Inc. PY 2023 · 401(k)

Affinity Development Group 401(k) Profit Sharing Plan · $33M · 213 · 80th

  • PART $33M
  • PART 213
  • PART 80th
  • PART 401(k)
  • PART near In Touch Ministries Retirement Plan
  • PART ind #16441

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 Development Group 401(k) Profit Sharing Plan in the asset neighbourhood

Affinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$33MIn Touch Ministries Retirement PlanIn Touch Ministries Retireme…$33MDavis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$33MOcean Reef Club Employee Savings and Retirement PlanOcean Reef Club Employee Sav…$33MCape Air/Nantucket Airlines Ksop Retirement PlanCape Air/Nantucket Airlines …$33M
End-of-year total assets ($M) among Affinity Development Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN330900825
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Development Group, Inc.)

Sponsor-wide plan assets over time

All Affinity Development Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 57.16293028941439% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.5M $40.1M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 251 $26M
2023 1 213 $33M
2024 1 220 $40M

Nearby 401(k) Plans in California

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

Affinity Development Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Affinity Development Group 401(k) Profit Sharing Plan, Total assets ($B): 0.032591484 · Participants: 213Affinity Development Group 401(k) Profit Sharing 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 Development Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affinity Development Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is In Touch Ministries Retirement Plan in GA ($33M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Development Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Affinity Development Group 401(k) Profit Sharing Plan grew sharply - up 27.8% during 2023, from $26M to $33M. Reported net income was $7M.
How have Affinity Development Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Development Group, Inc.'s sponsor-wide assets grew 57.2%, from $26M to $40M.
Where does Affinity Development Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Affinity Development Group 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Affinity Development Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is In Touch Ministries Retirement Plan in GA ($33M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Development Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 330900825.

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.