401(k) · DOL Form 5500 · 2024
American Financial Resouces, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $37,883
- Avg per participant Low balance/head
Official DOL plan name: American Financial Resources 401(k) Plan · Sponsored by American Financial Resouces, LLC · New Jersey · Professional & Technical Services
$7M in assets, 172 participants
American Financial Resouces, LLC's American Financial Resources 401(k) Plan reported $7M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #9,064 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
American Financial Resources 401(k) Plan covers 172 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.
- #9,064
- in Professional & Technical Services (20,173 peers)
- +16.8%
- assets growth YoY
American Financial Resources 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
American Financial Resources 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,515,909 47th percentile higher than 47% 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
American Financial Resources 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. American Financial Resources 401(k) Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Financial Resources 401(k) Plan reported net income rose from $318K in the plan year 2023 filing to $939K in the plan year 2024 filing.
- American Financial Resources 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- American Financial Resources 401(k) Plan reported participants rose from 165 in the plan year 2023 filing to 172 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 223554558 · American Financial Resouces, LLC PY 2024 · 401(k)
American Financial Resources 401(k) Plan · $7M · 172 · 47th
- IND $7M
- IND 172
- IND 47th
- IND 401(k)
- IND near Publishers International Linking Association, Inc. 401(k) Profit Sharing Plan and Trust
- IND ind #9064
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 New Jersey →
American Financial Resources 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $939K |
| Employer EIN | 223554558 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Financial Resouces, LLC)
Sponsor-wide plan assets over time
All American Financial Resouces, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 23.906866981762658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 255 | $5M |
| 2023 | 1 | 165 | $6M |
| 2024 | 1 | 172 | $7M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
American Financial Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Publishers International Linking Association, Inc. 401(k) Profit Sharing Plan and Trust in MA ($7M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
- The Milk Shake Factory 401(k) Plan (PA) 172 · 0 off
- Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
- Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.