401(k) · DOL Form 5500 · 2024

Affiance Financial, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
22
Participants Small participant base
62nd
Percentile by assets National rank
$599,938
Avg per participant High balance/head
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Official DOL plan name: Affiance Financial, LLC Profit Sharing Plan and Trust · Sponsored by Affiance Financial, LLC · Minnesota · Finance & Insurance

$13M in assets, 22 participants

Affiance Financial, LLC's Affiance Financial, LLC Profit Sharing Plan and Trust reported $13M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,900 in Finance & Insurance (8,549 peers)

Affiance Financial, LLC multi-year trail

Affiance Financial, LLC's plans moved +39.8% in assets from 2022 to 2024; this filing shows Affiance Financial, LLC Profit Sharing Plan and Trust at $13M / 22 participants.

#3,900
in Finance & Insurance (8,549 peers)
+17.0%
assets growth YoY

Affiance Financial, LLC Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Affiance Financial, LLC Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,198,638 Top 38% higher than 62% 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

Affiance Financial, LLC Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Affiance Financial, LLC Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affiance Financial, LLC Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Affiance Financial, LLC Profit Sharing Plan and Trust reported participants rose from 21 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411991971 · Affiance Financial, LLC PY 2024 · 401(k)

Affiance Financial, LLC Profit Sharing Plan and Trust · $13M · 22 · 62nd

  • RANK $13M
  • PHOTO 22
  • IND 62nd
  • EOY 401(k)
  • 5500 near Velsera 401(k) Plan
  • ASSETS ind #3900

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 →

Affiance Financial, LLC Profit Sharing Plan and Trust in the asset neighbourhood

Affiance Financial, LLC Profit Sharing Plan and TrustAffiance Financial, LLC Prof…$13MVelsera 401(k) Plan$13MPacker City International Trucks, Inc. 401(k) Retirement Savings PlanPacker City International Tr…$13MPower Specialists Assoc., Inc. 401(k) Retirement PlanPower Specialists Assoc., In…$13MScottish Re (U.S.), Inc. 401(k) and Profit Sharing PlanScottish Re (U.S.), Inc. 401…$13M
End-of-year total assets ($M) among Affiance Financial, LLC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Affiance Financial, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Affiance Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.812644435009645% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.44M $13.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 22 $9M
2023 1 21 $11M
2024 1 22 $13M

Affiance Financial, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN411991971
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Affiance Financial, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Affiance Financial, LLC Profit Sharing Plan and Trust, Total assets ($B): 0.013198638 · Participants: 22Affiance Financial, LLC Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Affiance Financial, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Affiance Financial, LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Affiance Financial, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Velsera 401(k) Plan in MA ($13M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Affiance Financial, LLC Profit Sharing Plan and Trust assets move in 2024? ▼
Affiance Financial, LLC Profit Sharing Plan and Trust grew sharply - up 17.0% during 2024, from $11M to $13M. Reported net income was $2M.
How have Affiance Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affiance Financial, LLC's sponsor-wide assets grew 39.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Affiance Financial, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Velsera 401(k) Plan in MA ($13M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Affiance Financial, LLC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 411991971.

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.