401(k) · DOL Form 5500 · 2024

Affinity Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
510
Participants Below avg headcount
91st
Percentile by assets National rank
$213,841
Avg per participant Above avg balance/head
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Official DOL plan name: Affinity Federal Credit Union 401(k) Plan · Sponsored by Affinity Federal Credit Union · New Jersey · Finance & Insurance

$109M in assets, 510 participants

Affinity Federal Credit Union's Affinity Federal Credit Union 401(k) Plan reported $109M in total assets and 510 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,353 in Finance & Insurance (8,549 peers)

Where Affinity Federal Credit Union 401(k) Plan sits by assets

Affinity Federal Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $109M for 510 participants (~$213,841/participant), up 13.0% in 2024.

#7,353
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Affinity Federal Credit Union 401(k) Plan's outsized position by total assets

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

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

$109,058,788 Top 9% higher than 91% 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

Affinity Federal Credit Union 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 Federal Credit Union 401(k) Plan sits mid-pack in the medium band (510 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affinity Federal Credit Union 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Affinity Federal Credit Union 401(k) Plan end-of-year assets rose from $96M in the plan year 2023 filing to $109M in the plan year 2024 filing.
  • Affinity Federal Credit Union 401(k) Plan reported participants fell from 521 in the plan year 2023 filing to 510 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 135562114 · Affinity Federal Credit Union PY 2024 · 401(k)

Affinity Federal Credit Union 401(k) Plan · $109M · 510 · 91st

  • SCH $109M
  • EBSA 510
  • PART 91st
  • TYPE 401(k)
  • NET near Zuckerman Spaeder LLP 401(k) Profit Sharing Plan
  • BOOK ind #7353

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 New Jersey →

Affinity Federal Credit Union 401(k) Plan in the asset neighbourhood

Zones, LLC 401(k) Plan$109MAffinity Federal Credit Union 401(k) PlanAffinity Federal Credit Unio…$109MZuckerman Spaeder LLP 401(k) Profit Sharing PlanZuckerman Spaeder LLP 401(k)…$109MBollinger Shipyards 401(k) Savings PlanBollinger Shipyards 401(k) S…$109MPlastics Family Holdings, Inc. Profit Sharing & Retirement Savings PlanPlastics Family Holdings, In…$109M
End-of-year total assets ($M) among Affinity Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$109M
Net Income$13M
Employer EIN135562114
Plan Effective Date1986-04-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Federal Credit Union)

Sponsor-wide plan assets over time

All Affinity Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$109M 35.35596899338336% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $80.6M $109M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 467 $81M
2023 1 521 $96M
2024 1 510 $109M

Nearby 401(k) Plans in New Jersey

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

Affinity Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Affinity Federal Credit Union 401(k) Plan, Total assets ($B): 0.109058788 · Participants: 510Affinity Federal Credit Union 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Affinity Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Affinity Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Zuckerman Spaeder LLP 401(k) Profit Sharing Plan in DC ($109M); by covered participants it is Partssource 401(k) Plan in OH (510 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (510 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 Affinity Federal Credit Union 401(k) Plan assets move in 2024? ▼
Affinity Federal Credit Union 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $96M to $109M. Reported net income was $13M.
How have Affinity Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Federal Credit Union's sponsor-wide assets grew 35.4%, from $81M to $109M.
Where does Affinity Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinity Federal Credit Union 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Affinity Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zuckerman Spaeder LLP 401(k) Profit Sharing Plan in DC ($109M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Partssource 401(k) Plan in OH (510 participants, $39M 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 135562114.

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.