401(k) · DOL Form 5500 · 2024
Automated Financial Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 295
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $288,353
- Avg per participant High balance/head
Official DOL plan name: Automated Financial Systems, Inc. 401(k) Salary Reduction Plan · Sponsored by Automated Financial Systems, Inc. · Pennsylvania · Professional & Technical Services
$85M in assets, 295 participants
Automated Financial Systems, Inc.'s Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reported $85M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,218 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan covers 295 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $85M.
- #18,218
- in Professional & Technical Services (20,173 peers)
- +10.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's outsized position by total assets
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,064,250 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Automated Financial Systems, Inc. 401(k) Salary Reduction 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. Automated Financial Systems, Inc. 401(k) Salary Reduction Plan sits mid-pack in the medium band (295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan end-of-year assets rose from $77M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan reported participants fell from 317 in the plan year 2023 filing to 295 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 231724335 · Automated Financial Systems, Inc. PY 2024 · 401(k)
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan · $85M · 295 · 89th
- EBSA $85M
- PART 295
- TYPE 89th
- NET 401(k)
- BOOK near Food 4 Less Salary Savings Plan
- VS-ST ind #18218
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $8M |
| Employer EIN | 231724335 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Automated Financial Systems, Inc.)
Sponsor-wide plan assets over time
All Automated Financial Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 20.2512274066817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 314 | $71M |
| 2023 | 1 | 317 | $77M |
| 2024 | 1 | 295 | $85M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Automated Financial Systems, Inc. 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Food 4 Less Salary Savings Plan in CA ($85M); by covered participants it is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Food 4 Less Salary Savings Plan (CA) $85M · 1,338
- Mittera Group, Inc. 401(k) Retirement Plan (IA) $85M · 1,736
- U. S. Retirement Partners 401(k) Plan (NJ) $85M · 792
- Esler Companies 401(k) Plan (RI) $85M · 1,497
Similar participant headcount
Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.
- Sioux Falls Ford, Inc. 401(k) Plan (SD) 295 · 0 off
- The University of Iowa Center for Adv. 401(k) Plan (IA) 295 · 0 off
- I-Car 401(k) Profit Sharing Plan (IL) 295 · 0 off
- Imperial Beverage Company 401(k) Salary Reduction (MI) 295 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.