401(k) · DOL Form 5500 · 2023

Affinius Capital LLC 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
345
Participants Below avg headcount
92nd
Percentile by assets National rank
$307,508
Avg per participant High balance/head
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Official DOL plan name: Affinius Capital 401(k) Plan · Sponsored by Affinius Capital LLC · Texas · Real Estate

$106M in assets, 345 participants

Affinius Capital LLC's Affinius Capital 401(k) Plan reported $106M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,617 in Real Estate (4,727 peers)

Where Affinius Capital 401(k) Plan sits by assets

Affinius Capital 401(k) Plan sits in the top 10% of all filed plans by assets, $106M for 345 participants (~$307,508/participant), up 23.3% in 2023.

#4,617
in Real Estate (4,727 peers)
+23.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

Affinius Capital 401(k) Plan vs every filed plan by assets

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

$106,090,242 Top 8% higher than 92% 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

Affinius Capital 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. Affinius Capital 401(k) Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Affinius Capital 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Affinius Capital 401(k) Plan reported participants rose from 276 in the plan year 2022 filing to 345 in the plan year 2023 filing.
  • Affinius Capital 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $106M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742237999 · Affinius Capital LLC PY 2023 · 401(k)

Affinius Capital 401(k) Plan · $106M · 345 · 92nd

  • EIN $106M
  • EIN 345
  • EIN 92nd
  • EIN 401(k)
  • EIN near 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital
  • EIN ind #4617

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 Real Estate retirement plans → · Plans in Texas →

Affinius Capital 401(k) Plan in the asset neighbourhood

Mag Ds Corp. 401(k) Plan$106MHoltec International Profit Sharing Plan and TrustHoltec International Profit …$106MGreat Lakes Cheese Co., Inc. 401(k) Plan and TrustGreat Lakes Cheese Co., Inc.…$106MAffinius Capital 401(k) Plan$106M401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital401(k) Profit Sharing Plan f…$106M
End-of-year total assets ($M) among Affinius Capital 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)$86M
Net Assets (End of Year)$106M
Net Income$13M
Employer EIN742237999
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinius Capital LLC)

Sponsor-wide plan assets over time

All Affinius Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$121M 40.18677869431284% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.1M $121M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 276 $86M
2023 1 345 $106M
2024 1 115 $121M

Nearby 401(k) Plans in Texas

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

Affinius Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Affinius Capital 401(k) Plan, Total assets ($B): 0.106090242 · Participants: 345Affinius Capital 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Affinius Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Affinius Capital 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK ($106M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Affinius Capital 401(k) Plan assets move in 2023? ▼
Affinius Capital 401(k) Plan grew sharply - up 23.3% during 2023, from $86M to $106M. Reported net income was $13M.
How have Affinius Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinius Capital LLC's sponsor-wide assets grew 40.2%, from $86M to $121M.
Where does Affinius Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinius Capital 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Affinius Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK ($106M, 891 participants).
Which 401(k) plans cover a similar participant headcount to Affinius Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants, $37M 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 742237999.

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.