401(k) · DOL Form 5500 · 2024

Aifs, Inc. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
418
Participants Below avg headcount
90th
Percentile by assets National rank
$213,227
Avg per participant Above avg balance/head
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Official DOL plan name: Aifs, Inc. Retirement Savings Plan · Sponsored by Aifs, Inc. · Connecticut · Educational Services

$89M in assets, 418 participants

Aifs, Inc.'s Aifs, Inc. Retirement Savings Plan reported $89M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,963 in Educational Services (3,638 peers)

Where Aifs, Inc. Retirement Savings Plan sits by assets

Aifs, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $89M for 418 participants (~$213,227/participant), up 20.1% in 2024.

#2,963
in Educational Services (3,638 peers)
+20.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Aifs, Inc. Retirement Savings Plan's outsized position by total assets

Aifs, Inc. Retirement Savings Plan vs every filed plan by assets

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

$89,128,779 Top 10% higher than 90% 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

Aifs, Inc. Retirement Savings 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. Aifs, Inc. Retirement Savings Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aifs, Inc. Retirement Savings Plan end-of-year assets rose from $74M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • Aifs, Inc. Retirement Savings Plan reported participants rose from 386 in the plan year 2023 filing to 418 in the plan year 2024 filing.
  • Aifs, Inc. Retirement Savings Plan reported net income rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060890698 · Aifs, Inc. PY 2024 · 401(k)

Aifs, Inc. Retirement Savings Plan · $89M · 418 · 90th

  • 5500 $89M
  • ASSETS 418
  • PCT 90th
  • EIN 401(k)
  • RANK near Reedsburg Area Medical Center, Inc. 401(k) Plan
  • PHOTO ind #2963

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 Educational Services retirement plans → · Plans in Connecticut →

Aifs, Inc. Retirement Savings Plan in the asset neighbourhood

Aifs, Inc. Retirement Savings PlanAifs, Inc. Retirement Saving…$89MReedsburg Area Medical Center, Inc. 401(k) PlanReedsburg Area Medical Cente…$89MVerrill Dana LLP 401(k) Savings PlanVerrill Dana LLP 401(k) Savi…$89MCognosante LLC 401(k) Plan$89MWolverine Fuels Holding, LLC 401(k) PlanWolverine Fuels Holding, LLC…$89M
End-of-year total assets ($M) among Aifs, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$89M
Net Income$15M
Employer EIN060890698
Plan Effective Date1973-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aifs, Inc.)

Sponsor-wide plan assets over time

All Aifs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 49.10728381744903% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.8M $89.1M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 336 $60M
2023 1 386 $74M
2024 1 418 $89M

Nearby 401(k) Plans in Connecticut

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

Aifs, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aifs, Inc. Retirement Savings Plan, Total assets ($B): 0.089128779 · Participants: 418Aifs, Inc. Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Aifs, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aifs, Inc. Retirement Savings Plan side-by-side with 3 peers →

Aifs, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Reedsburg Area Medical Center, Inc. 401(k) Plan in WI ($89M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Aifs, Inc. Retirement Savings Plan assets move in 2024? ▼
Aifs, Inc. Retirement Savings Plan grew sharply - up 20.1% during 2024, from $74M to $89M. Reported net income was $15M.
How have Aifs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aifs, Inc.'s sponsor-wide assets grew 49.1%, from $60M to $89M.
Where does Aifs, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Aifs, Inc. Retirement Savings Plan ranks in the 90th 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 Aifs, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reedsburg Area Medical Center, Inc. 401(k) Plan in WI ($89M, 626 participants).
Which 401(k) plans cover a similar participant headcount to Aifs, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants, $8M 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 060890698.

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.