401(k) · DOL Form 5500 · 2024

Project Affinity, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 159
Participants Small participant base: 57th
Percentile by assets National rank: $67,415
Avg per participant Below avg balance/head

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Official DOL plan name: Affinity 401(k) Plan · Sponsored by Project Affinity, Inc. · California · Professional & Technical Services

$11M in assets, 159 participants

Project Affinity, Inc.'s Affinity 401(k) Plan reported $11M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

#11,213 in Professional & Technical Services (20,173 peers)

Coverage in California

Affinity 401(k) Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $11M.

#11,213
in Professional & Technical Services (20,173 peers): +38.6%
assets growth YoY

Affinity 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Affinity 401(k) Plan vs every filed plan by assets

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

$10,718,980 Top 43% higher than 57% 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

Affinity 401(k) 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. Affinity 401(k) Plan sits mid-pack in the medium band (159 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Affinity 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472315002 · Project Affinity, Inc. PY 2024 · 401(k)

Affinity 401(k) Plan · $11M · 159 · 57th

PHOTO $11M
PHOTO 159
PHOTO 57th
PHOTO 401(k)
PHOTO near Hazel Health, Inc. 401(k) Plan
PHOTO ind #11213

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 California →

End-of-year total assets ($M) among Affinity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$11M
Net Income	$3M
Employer EIN	472315002
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Project Affinity, Inc.)

Latest sponsor-wide plan assets: $11M 124.39868722650115% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	123	$5M
2023	1	158	$8M
2024	1	159	$11M

Nearby 401(k) Plans in California

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

Affinity 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Affinity 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Hazel Health, Inc. 401(k) Plan in TX ($11M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Hazel Health, Inc. 401(k) Plan (TX) $11M · 221
Jahn Deferred Salary Profit Sharing Plan (IL) $11M · 19
Newland and Company PC Profit Sharing Plan (MT) $11M · 29
Drilling Tools International, Inc. 401(k) Savings Plan (TX) $11M · 275

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

Innovative Control Systems, Inc. 401(k) Plan (PA) 159 · 0 off
Pembina U.S. Corporation Wealth Accumulation Plan (TX) 159 · 0 off
Premier Forge Group Retirement Plan (IN) 159 · 0 off
Eci Group 401(k) Plan (GA) 159 · 0 off

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 Affinity 401(k) Plan assets move in 2024? ▼

Affinity 401(k) Plan surged - up 38.6% during 2024, from $8M to $11M. Reported net income was $3M.

How have Project Affinity, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Project Affinity, Inc.'s sponsor-wide assets grew 124.4%, from $5M to $11M.

Which 401(k) plans are similar in size to Affinity 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hazel Health, Inc. 401(k) Plan in TX ($11M, 221 participants).

Which 401(k) plans cover a similar participant headcount to Affinity 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 472315002.