401(k) · DOL Form 5500 · 2023

Affinitiv, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
506
Participants Below avg headcount
79th
Percentile by assets National rank
$57,507
Avg per participant Low balance/head
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Official DOL plan name: Affinitiv 401(k) Plan · Sponsored by Affinitiv, Inc. · Illinois · Professional & Technical Services

$29M in assets, 506 participants

Affinitiv, Inc.'s Affinitiv 401(k) Plan reported $29M in total assets and 506 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,096 in Professional & Technical Services (20,321 peers)

Where Affinitiv 401(k) Plan sits by assets

Affinitiv 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 506 participants (~$57,507/participant), up 14.9% in 2023.

#16,096
in Professional & Technical Services (20,321 peers)
+14.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Affinitiv 401(k) Plan's outsized position by total assets

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

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

$29,098,536 Top 21% higher than 79% 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

Affinitiv 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. Affinitiv 401(k) Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinitiv 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Affinitiv 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813352377 · Affinitiv, Inc. PY 2023 · 401(k)

Affinitiv 401(k) Plan · $29M · 506 · 79th

  • BOOK $29M
  • BOOK 506
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan
  • BOOK ind #16096

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 Illinois →

Affinitiv 401(k) Plan in the asset neighbourhood

Affinitiv 401(k) Plan$29MOrthopaedic Centers of Wisconsin, S.C. 401(k) PlanOrthopaedic Centers of Wisco…$29MHome Market Foods, Inc. 401(k) PlanHome Market Foods, Inc. 401(…$29MDuty Free Americas, Inc. Retirement Savings PlanDuty Free Americas, Inc. Ret…$29MStearns Financial Services, Inc. 401(k) Plan and TrustStearns Financial Services, …$29M
End-of-year total assets ($M) among Affinitiv 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN813352377
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinitiv, Inc.)

Sponsor-wide plan assets over time

All Affinitiv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.911176348812102% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.3M $31.1M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 508 $25M
2023 1 506 $29M
2024 1 440 $31M

Nearby 401(k) Plans in Illinois

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

Affinitiv 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Affinitiv 401(k) Plan, Total assets ($B): 0.029098536 · Participants: 506Affinitiv 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Affinitiv 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Affinitiv 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan in WI ($29M); by covered participants it is Sita Employee 401(k) Savings Plan in GA (506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (506 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 Affinitiv 401(k) Plan assets move in 2023? ▼
Affinitiv 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $25M to $29M. Reported net income was $4M.
How have Affinitiv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinitiv, Inc.'s sponsor-wide assets grew 22.9%, from $25M to $31M.
Where does Affinitiv 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinitiv 401(k) Plan ranks in the 79th 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 Affinitiv 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Centers of Wisconsin, S.C. 401(k) Plan in WI ($29M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Affinitiv 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sita Employee 401(k) Savings Plan in GA (506 participants, $271M 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 813352377.

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.