401(k) · DOL Form 5500 · 2023

Affinity Southeast 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
111
Participants Small participant base
58th
Percentile by assets National rank
$87,952
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affinity Southeast 401(k) Plan · Sponsored by Affinity Southeast · North Carolina · Wholesale Trade

$10M in assets, 111 participants

Affinity Southeast's Affinity Southeast 401(k) Plan reported $10M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,145 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Affinity Southeast 401(k) Plan covers 111 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#3,145
in Wholesale Trade (6,309 peers)
+15.2%
assets growth YoY

Affinity Southeast 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$9,762,666 Top 42% higher than 58% 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 Southeast 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 Southeast 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinity Southeast 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Affinity Southeast 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Affinity Southeast 401(k) Plan reported participants fell from 115 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800587545 · Affinity Southeast PY 2023 · 401(k)

Affinity Southeast 401(k) Plan · $10M · 111 · 58th

  • RANK $10M
  • RANK 111
  • RANK 58th
  • RANK 401(k)
  • RANK near Argent International 401(k) Plan
  • RANK ind #3145

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Affinity Southeast 401(k) Plan in the asset neighbourhood

Affinity Southeast 401(k) PlanAffinity Southeast 401(k) Pl…$10MArgent International 401(k) PlanArgent International 401(k) …$10MKinetica Partners, LLC. 401(k) PlanKinetica Partners, LLC. 401(…$10MShop Rite, Inc. Profit Sharing 401(k) PlanShop Rite, Inc. Profit Shari…$10MGordon, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Affinity Southeast 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN800587545
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Southeast)

Sponsor-wide plan assets over time

All Affinity Southeast plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.79257312252638% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.47M $9.3M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 115 $8M
2023 1 111 $10M
2024 1 119 $9M

Nearby 401(k) Plans in North Carolina

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

Affinity Southeast 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Affinity Southeast 401(k) Plan, Total assets ($B): 0.009762666 · Participants: 111Affinity Southeast 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Affinity Southeast 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Affinity Southeast 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Argent International 401(k) Plan in MI ($10M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Southeast 401(k) Plan assets move in 2023? ▼
Affinity Southeast 401(k) Plan grew sharply - up 15.2% during 2023, from $8M to $10M. Reported net income was $1M.
How have Affinity Southeast plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Southeast's sponsor-wide assets grew 9.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Affinity Southeast 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argent International 401(k) Plan in MI ($10M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Southeast 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 800587545.

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.