401(k) · DOL Form 5500 · 2024

Affinity Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$109M
Total assets
510
Participants
91st
Percentile by assets
$213,841
Avg per participant
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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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$109M
total plan assets (2024 EOY)
510
covered participants
91st
percentile by assets (of 123,622 plans)
$213,841
avg assets per participant

Where Affinity Federal Credit Union 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
New Jersey
Industry
Finance & Insurance

Affinity Federal Credit Union 401(k) Plan vs the 2024 asset distribution

By assets, Affinity Federal Credit Union 401(k) Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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)

$70M$80M$90M$100M$110M$120M 202220232024 $80.6M $109M ▲ +35.4%
Total plan assets by year, all Affinity Federal Credit Union plans on file
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 ($B) Participants Affinity Federal Cre…, Total assets ($B): 0.109058788 · Participants: 510Affinity Federal Cre…JPMorgan Chase 401(k…, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retire…Merck 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) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Affinity Federal Credit Union 401(k) Plan by total assets, not by location.

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).

Next read for Affinity Federal Credit Union 401(k) Pla…

Scale reading

Ways to act on Affinity Federal Credit Union 401(k) Plan's numbers.

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.