401(k) · DOL Form 5500 · 2024

Afg Distribution Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
151
Participants Small participant base
39th
Percentile by assets National rank
$28,183
Avg per participant Low balance/head
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Official DOL plan name: Afg Distribution, Inc. 401(k) Retirement Plan · Sponsored by Afg Distribution Inc · North Carolina · Wholesale Trade

$4M in assets, 151 participants

Afg Distribution Inc's Afg Distribution, Inc. 401(k) Retirement Plan reported $4M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,748 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Afg Distribution, Inc. 401(k) Retirement Plan covers 151 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#1,748
in Wholesale Trade (6,080 peers)
+16.5%
assets growth YoY

Afg Distribution, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Afg Distribution, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$4,255,629 39th percentile higher than 39% 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

Afg Distribution, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Afg Distribution, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Afg Distribution, Inc. 401(k) Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Afg Distribution, Inc. 401(k) Retirement Plan reported participants rose from 134 in the plan year 2023 filing to 151 in the plan year 2024 filing.
  • Afg Distribution, Inc. 401(k) Retirement Plan reported net income fell from $640K in the plan year 2023 filing to $602K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 271590763 · Afg Distribution Inc PY 2024 · 401(k)

Afg Distribution, Inc. 401(k) Retirement Plan · $4M · 151 · 39th

  • EBSA $4M
  • EBSA 151
  • EBSA 39th
  • EBSA 401(k)
  • EBSA near Ivc-USA, Inc. 401(k) Plan
  • EBSA ind #1748

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 →

Afg Distribution, Inc. 401(k) Retirement Plan in the asset neighbourhood

Afg Distribution, Inc. 401(k) Retirement PlanAfg Distribution, Inc. 401(k…$4MIvc-USA, Inc. 401(k) Plan$4MMarr Eye Center Safe Harbor 401(k) PlanMarr Eye Center Safe Harbor …$4MPerreca Electric Company, Inc. 401(k) Profit Sharing Plan and TrustPerreca Electric Company, In…$4MNew Rh, LLC 401(k) Plan$4M
End-of-year total assets ($M) among Afg Distribution, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$602K
Employer EIN271590763
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afg Distribution Inc)

Sponsor-wide plan assets over time

All Afg Distribution Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.20344624842559% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.01M $4.26M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 124 $3M
2023 1 134 $4M
2024 1 151 $4M

Nearby 401(k) Plans in North Carolina

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

Afg Distribution, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Afg Distribution, Inc. 401(k) Retirement Plan, Total assets ($B): 0.004255629 · Participants: 151Afg Distribution, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Afg Distribution, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Afg Distribution, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Ivc-USA, Inc. 401(k) Plan in PA ($4M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Afg Distribution, Inc. 401(k) Retirement Plan assets move in 2024?
Afg Distribution, Inc. 401(k) Retirement Plan grew sharply - up 16.5% during 2024, from $4M to $4M. Reported net income was $602K.
How have Afg Distribution Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Afg Distribution Inc's sponsor-wide assets grew 41.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Afg Distribution, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ivc-USA, Inc. 401(k) Plan in PA ($4M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Afg Distribution, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A in assets).