401(k) · DOL Form 5500 · 2024

Affinity Plus Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
607
Participants Below avg headcount
90th
Percentile by assets National rank
$161,772
Avg per participant Above avg balance/head
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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.

  • #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.

#7,257
in Finance & Insurance (8,549 peers)
+17.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Affinity Plus 401(k) Retirement Plan's outsized position by total assets

Affinity Plus 401(k) Retirement Plan vs every filed plan by assets

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

$98,195,321 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

Affinity Plus 401(k) Retirement 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. Affinity Plus 401(k) Retirement Plan sits mid-pack in the medium band (607 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410557541 · Affinity Plus Federal Credit Union PY 2024 · 401(k)

Affinity Plus 401(k) Retirement Plan · $98M · 607 · 90th

  • TYPE $98M
  • TYPE 607
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Dream Finders Homes 401(k) Plan
  • TYPE ind #7257

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Affinity Plus 401(k) Retirement Plan in the asset neighbourhood

The West Clinic 401(k) and Profit Sharing PlanThe West Clinic 401(k) and P…$98MAffinity Plus 401(k) Retirement PlanAffinity Plus 401(k) Retirem…$98MDream Finders Homes 401(k) PlanDream Finders Homes 401(k) P…$98MPacific Sunwear Stores LLC 401(k) Savings PlanPacific Sunwear Stores LLC 4…$98MBonterra 401(k) Plan$98M
End-of-year total assets ($M) among Affinity Plus 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$98M
Net Income$14M
Employer EIN410557541
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Plus Federal Credit Union)

Sponsor-wide plan assets over time

All Affinity Plus Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$98M 49.24740915734545% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $65.8M $98.2M ▲ +49.3%
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 Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Affinity Plus 401(k) Retirement Plan, Total assets ($B): 0.098195321 · Participants: 607Affinity Plus 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Affinity Plus 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Affinity Plus 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Dream Finders Homes 401(k) Plan in FL ($98M); by covered participants it is Hatco Corporation 401(k) Trust in WI (607 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (607 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 Affinity Plus 401(k) Retirement Plan assets move in 2024? ▼
Affinity Plus 401(k) Retirement Plan grew sharply - up 17.1% during 2024, from $84M to $98M. Reported net income was $14M.
How have Affinity Plus Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Plus Federal Credit Union's sponsor-wide assets grew 49.2%, from $66M to $98M.
Where does Affinity Plus 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Affinity Plus 401(k) Retirement 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 Affinity Plus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dream Finders Homes 401(k) Plan in FL ($98M, 1,169 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Plus 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hatco Corporation 401(k) Trust in WI (607 participants, $79M 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 410557541.

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.