401(k) · DOL Form 5500 · 2024

American Family Association, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
124
Participants Small participant base
57th
Percentile by assets National rank
$84,183
Avg per participant Below avg balance/head
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Official DOL plan name: American Family Association, Inc. 401(k) Plan and Trust · Sponsored by American Family Association, Inc. · Mississippi · Other Services

$10M in assets, 124 participants

American Family Association, Inc.'s American Family Association, Inc. 401(k) Plan and Trust reported $10M in total assets and 124 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.

  • #5,802 in Other Services (7,719 peers)

Coverage in Mississippi

American Family Association, Inc. 401(k) Plan and Trust covers 124 participants in Mississippi, about 34% of the average Mississippi filer (state average ~366 per filing). Assets: $10M.

#5,802
in Other Services (7,719 peers)
+9.0%
assets growth YoY

American Family Association, Inc. 401(k) Plan and Trust's mid-pack asset rank among Other Services and all filers

American Family Association, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$10,438,664 Top 43% higher than 57% 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

American Family Association, Inc. 401(k) Plan and Trust 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. American Family Association, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Family Association, Inc. 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 640607275 · American Family Association, Inc. PY 2024 · 401(k)

American Family Association, Inc. 401(k) Plan and Trust · $10M · 124 · 57th

  • PCT $10M
  • EIN 124
  • RANK 57th
  • PHOTO 401(k)
  • IND near American Foreign Service Association Cash/Deferred Profit Shafing Plan
  • EOY ind #5802

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 Other Services retirement plans → · Plans in Mississippi →

American Family Association, Inc. 401(k) Plan and Trust in the asset neighbourhood

American Family Association, Inc. 401(k) Plan and TrustAmerican Family Association,…$10MAmerican Foreign Service Association Cash/Deferred Profit Shafing PlanAmerican Foreign Service Ass…$10MPreston Industries, Inc. 401(k) PlanPreston Industries, Inc. 401…$10MKeck & Wood, Inc. 401(k) Plan$10MSurya Carpet, Inc. 401(k) PlanSurya Carpet, Inc. 401(k) Pl…$10M
End-of-year total assets ($M) among American Family Association, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$860K
Employer EIN640607275
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Family Association, Inc.)

Sponsor-wide plan assets over time

All American Family Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.29585042592371% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.68M $10.4M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 119 $9M
2023 1 123 $10M
2024 1 124 $10M

Nearby 401(k) Plans in Mississippi

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

American Family Association, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants American Family Association, Inc. 401(k) Plan and Trust, Total assets ($M): 10.438664 · Participants: 124American Family Association, Inc. 401(k) Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
American Family Association, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare American Family Association, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

American Family Association, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is American Foreign Service Association Cash/Deferred Profit Shafing Plan in DC ($10M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 American Family Association, Inc. 401(k) Plan and Trust assets move in 2024? ▼
American Family Association, Inc. 401(k) Plan and Trust grew at a solid clip - up 9.0% during 2024, from $10M to $10M. Reported net income was $860K.
How have American Family Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Family Association, Inc.'s sponsor-wide assets grew 20.3%, from $9M to $10M.
Which 401(k) plans are similar in size to American Family Association, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Foreign Service Association Cash/Deferred Profit Shafing Plan in DC ($10M, 38 participants).
Which 401(k) plans cover a similar participant headcount to American Family Association, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 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 640607275.

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.