401(k) · DOL Form 5500 · 2024
Affinity Plus Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $98M
- Total assets
- 607
- Participants
- 90th
- Percentile by assets
- $161,772
- Avg per participant
Official DOL plan name: Affinity Plus 401(k) Retirement Plan · Sponsored by Affinity Plus Federal Credit Union · Minnesota · Finance & Insurance
$98M in assets, 607 participants
Affinity Plus Federal Credit Union's Affinity Plus 401(k) Retirement Plan reported $98M in total assets and 607 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.
- 90th percentile by assets (of 123,622 plans)
- #7,257 in Finance & Insurance (8,549 peers)
Where Affinity Plus 401(k) Retirement Plan sits by assets
Affinity Plus 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $98M for 607 participants (~$161,772/participant), up 17.1% in 2024.
- $98M
- total plan assets (2024 EOY)
- 607
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $161,772
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Affinity Plus 401(k) Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Affinity Plus 401(k) Retirement Plan end-of-year assets rose from $84M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Affinity Plus 401(k) Retirement Plan reported participants rose from 596 in the plan year 2023 filing to 607 in the plan year 2024 filing.
Affinity Plus 401(k) Retirement Plan vs the 2024 asset distribution
By assets, Affinity Plus 401(k) Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $14M |
| Employer EIN | 410557541 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affinity Plus Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 572 | $66M |
| 2023 | 1 | 596 | $84M |
| 2024 | 1 | 607 | $98M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Affinity Plus 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Affinity Plus 401(k) Retirement Plan by total assets, not by location.
- Dream Finders Homes 401(k) Plan (FL) $98M · 1,169
- Pacific Sunwear Stores LLC 401(k) Savings Plan (CA) $98M · 2,164
- Bonterra 401(k) Plan (TX) $98M · 921
- The West Clinic 401(k) and Profit Sharing Plan (TN) $98M · 706
Frequently Asked Questions
How did Affinity Plus 401(k) Retirement Plan assets move in 2024? ▼
How have Affinity Plus Federal Credit Union plan assets changed over time? ▼
Where does Affinity Plus 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Affinity Plus 401(k) Retirement Plan? ▼
Next read for Affinity Plus 401(k) Retirement Plan
Scale reading
Ways to act on Affinity Plus 401(k) Retirement Plan's numbers.
- By total assets, Affinity Plus 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Affinity Plus Federal Credit Union's sponsor-wide assets have grown 49.2% since 2022 across 3 plan years on file. More Finance & Insurance plans