401(k) · DOL Form 5500 · 2024

Affinitiv, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
440
Participants Below avg headcount
78th
Percentile by assets National rank
$70,760
Avg per participant Below avg balance/head
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Official DOL plan name: Affinitiv 401(k) Plan · Sponsored by Affinitiv, Inc. · Illinois · Professional & Technical Services

$31M in assets, 440 participants

Affinitiv, Inc.'s Affinitiv 401(k) Plan reported $31M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,728 in Professional & Technical Services (20,173 peers)

Where Affinitiv 401(k) Plan sits by assets

Affinitiv 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 440 participants (~$70,760/participant), up 7.0% in 2024.

#15,728
in Professional & Technical Services (20,173 peers)
+7.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Affinitiv 401(k) Plan's outsized position by total assets

Affinitiv 401(k) Plan vs every filed plan by assets

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

$31,134,576 Top 22% higher than 78% 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

Affinitiv 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. Affinitiv 401(k) Plan sits mid-pack in the medium band (440 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affinitiv 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Affinitiv 401(k) Plan reported participants fell from 506 in the plan year 2023 filing to 440 in the plan year 2024 filing.
  • Affinitiv 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813352377 · Affinitiv, Inc. PY 2024 · 401(k)

Affinitiv 401(k) Plan · $31M · 440 · 78th

  • PHOTO $31M
  • PHOTO 440
  • PHOTO 78th
  • PHOTO 401(k)
  • PHOTO near Rancho Health Mso, Inc. 401(k) Plan
  • PHOTO ind #15728

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 Illinois →

Affinitiv 401(k) Plan in the asset neighbourhood

Moor + South Employees' 401(k) Savings PlanMoor + South Employees' 401(…$31MAcelero, Inc. 401(k) Plan$31MAffinitiv 401(k) Plan$31MRancho Health Mso, Inc. 401(k) PlanRancho Health Mso, Inc. 401(…$31MHirshfield's, Inc. Section 401(k) PlanHirshfield's, Inc. Section 4…$31M
End-of-year total assets ($M) among Affinitiv 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)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN813352377
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinitiv, Inc.)

Sponsor-wide plan assets over time

All Affinitiv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 22.911176348812102% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.3M $31.1M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 508 $25M
2023 1 506 $29M
2024 1 440 $31M

Nearby 401(k) Plans in Illinois

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

Affinitiv 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Affinitiv 401(k) Plan, Total assets ($B): 0.031134576 · Participants: 440Affinitiv 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Affinitiv 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Affinitiv 401(k) Plan side-by-side with 3 peers →

Affinitiv 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rancho Health Mso, Inc. 401(k) Plan in CA ($31M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Affinitiv 401(k) Plan assets move in 2024? ▼
Affinitiv 401(k) Plan grew at a solid clip - up 7.0% during 2024, from $29M to $31M. Reported net income was $2M.
How have Affinitiv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinitiv, Inc.'s sponsor-wide assets grew 22.9%, from $25M to $31M.
Where does Affinitiv 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinitiv 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Affinitiv 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rancho Health Mso, Inc. 401(k) Plan in CA ($31M, 470 participants).
Which 401(k) plans cover a similar participant headcount to Affinitiv 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants, $2M 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 813352377.

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.