401(k) · DOL Form 5500 · 2023

Augeo Affinity Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
331
Participants Below avg headcount
79th
Percentile by assets National rank
$88,586
Avg per participant Below avg balance/head
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Official DOL plan name: Augeo Affinity Marketing Multiple Employer Plan · Sponsored by Augeo Affinity Marketing, Inc. · Minnesota · Finance & Insurance

$29M in assets, 331 participants

Augeo Affinity Marketing, Inc.'s Augeo Affinity Marketing Multiple Employer Plan reported $29M in total assets and 331 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.

  • #5,998 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Augeo Affinity Marketing Multiple Employer Plan covers 331 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $29M.

#5,998
in Finance & Insurance (8,869 peers)
+25.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Augeo Affinity Marketing Multiple Employer Plan's outsized position by total assets

Augeo Affinity Marketing Multiple Employer Plan vs every filed plan by assets

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

$29,321,948 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

Augeo Affinity Marketing Multiple Employer 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. Augeo Affinity Marketing Multiple Employer Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Augeo Affinity Marketing Multiple Employer Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Augeo Affinity Marketing Multiple Employer Plan end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Augeo Affinity Marketing Multiple Employer Plan reported participants rose from 284 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 262331983 · Augeo Affinity Marketing, Inc. PY 2023 · 401(k)

Augeo Affinity Marketing Multiple Employer Plan · $29M · 331 · 79th

  • TYPE $29M
  • TYPE 331
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Yellowstone Landscape, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #5998

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Augeo Affinity Marketing Multiple Employer Plan in the asset neighbourhood

Augeo Affinity Marketing Multiple Employer PlanAugeo Affinity Marketing Mul…$29MYellowstone Landscape, Inc. 401(k) Profit Sharing PlanYellowstone Landscape, Inc. …$29MLandmark Worldwide Enterprises, Inc. 401(k) Profit Sharing Retirement PlanLandmark Worldwide Enterpris…$29MWeber Metals, Inc. Savings and Retirement PlanWeber Metals, Inc. Savings a…$29MTom Lange Company 401(k) Retirement PlanTom Lange Company 401(k) Ret…$29M
End-of-year total assets ($M) among Augeo Affinity Marketing Multiple Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN262331983
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augeo Affinity Marketing, Inc.)

Sponsor-wide plan assets over time

All Augeo Affinity Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 44.90598252359028% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.4M $33.9M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 284 $23M
2023 1 331 $29M
2024 1 279 $34M

Nearby 401(k) Plans in Minnesota

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

Augeo Affinity Marketing Multiple Employer Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Augeo Affinity Marketing Multiple Employer Plan, Total assets ($B): 0.029321948 · Participants: 331Augeo Affinity Marketing Multiple Employer PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Augeo Affinity Marketing Multiple Employer Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Augeo Affinity Marketing Multiple Employer Plan side-by-side with 3 peers →

Augeo Affinity Marketing Multiple Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Yellowstone Landscape, Inc. 401(k) Profit Sharing Plan in FL ($29M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Augeo Affinity Marketing Multiple Employer Plan assets move in 2023? ▼
Augeo Affinity Marketing Multiple Employer Plan grew sharply - up 25.2% during 2023, from $23M to $29M. Reported net income was $6M.
How have Augeo Affinity Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augeo Affinity Marketing, Inc.'s sponsor-wide assets grew 44.9%, from $23M to $34M.
Where does Augeo Affinity Marketing Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Augeo Affinity Marketing Multiple Employer 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 Augeo Affinity Marketing Multiple Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yellowstone Landscape, Inc. 401(k) Profit Sharing Plan in FL ($29M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Augeo Affinity Marketing Multiple Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants, N/A 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 262331983.

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.