401(k) · DOL Form 5500 · 2024

Affiliated Capital Resources 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Affiliated Capital Resources 401(k) Profit Sharing Plan · Sponsored by Affiliated Capital Resources · California · Finance & Insurance

$5M in assets, 2 participants

Affiliated Capital Resources's Affiliated Capital Resources 401(k) Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,335 in Finance & Insurance (8,549 peers)

Affiliated Capital Resources multi-year trail

Affiliated Capital Resources's plans moved +22.1% in assets from 2022 to 2024; this filing shows Affiliated Capital Resources 401(k) Profit Sharing Plan at $5M / 2 participants.

#2,335
in Finance & Insurance (8,549 peers)
+9.9%
assets growth YoY

Affiliated Capital Resources 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Affiliated Capital Resources 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,663,113 41st percentile higher than 41% of 123,620 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 2024

Affiliated Capital Resources 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiliated Capital Resources 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affiliated Capital Resources 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954350248 · Affiliated Capital Resources PY 2024 · 401(k)

Affiliated Capital Resources 401(k) Profit Sharing Plan · $5M · 2 · 41st

  • EBSA $5M
  • PART 2
  • TYPE 41st
  • NET 401(k)
  • BOOK near I-Wireless, LLC 401(k) Plan
  • VS-ST ind #2335

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 California →

Affiliated Capital Resources 401(k) Profit Sharing Plan in the asset neighbourhood

Affiliated Capital Resources 401(k) Profit Sharing PlanAffiliated Capital Resources…$5MI-Wireless, LLC 401(k) Plan$5MStasis Homes Inc. Retirement PlanStasis Homes Inc. Retirement…$5MSmile Starters 401(k) Plan$5MAlamont Dental Associates, PC Profit Sharing PlanAlamont Dental Associates, P…$5M
End-of-year total assets ($M) among Affiliated Capital Resources 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Affiliated Capital Resources multi-year asset trail

Sponsor-wide plan assets over time

All Affiliated Capital Resources plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.101610272521153% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.82M $4.66M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Affiliated Capital Resources filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$419K
Employer EIN954350248
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Affiliated Capital Resources 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Affiliated Capital Resources 401(k) Profit Sharing Plan, Total assets ($B): 0.004663113 · Participants: 2Affiliated Capital Resources 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Affiliated Capital Resources 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affiliated Capital Resources 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affiliated Capital Resources 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 I-Wireless, LLC 401(k) Plan in KY ($5M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Affiliated Capital Resources 401(k) Profit Sharing Plan assets move in 2024? ▼
Affiliated Capital Resources 401(k) Profit Sharing Plan grew at a solid clip - up 9.9% during 2024, from $4M to $5M. Reported net income was $419K.
How have Affiliated Capital Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiliated Capital Resources's sponsor-wide assets grew 22.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Affiliated Capital Resources 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is I-Wireless, LLC 401(k) Plan in KY ($5M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Affiliated Capital Resources 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954350248.

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.