401(k) · DOL Form 5500 · 2024

Certain Affinity, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 179
Participants Small participant base: 71st
Percentile by assets National rank: $118,710
Avg per participant Near avg balance/head

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Official DOL plan name: Certain Affinity 401(k) Plan · Sponsored by Certain Affinity, Inc. · Texas · Professional & Technical Services

$21M in assets, 179 participants

Certain Affinity, Inc.'s Certain Affinity 401(k) Plan reported $21M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#14,280 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Certain Affinity 401(k) Plan covers 179 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#14,280
in Professional & Technical Services (20,173 peers): +15.2%
assets growth YoY

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

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

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

$21,249,013 Top 29% higher than 71% 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

Certain Affinity 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. Certain Affinity 401(k) Plan sits mid-pack in the medium band (179 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Certain Affinity 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Certain Affinity 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Certain Affinity 401(k) Plan reported participants fell from 181 in the plan year 2023 filing to 179 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 352612895 · Certain Affinity, Inc. PY 2024 · 401(k)

Certain Affinity 401(k) Plan · $21M · 179 · 71st

BOY $21M
BOY 179
BOY 71st
BOY 401(k)
BOY near Unison Pooled Employer Plan
BOY ind #14280

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 Texas →

End-of-year total assets ($M) among Certain Affinity 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$21M
Net Income	$3M
Employer EIN	352612895
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Certain Affinity, Inc.)

Latest sponsor-wide plan assets: $21M 40.33127114931763% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	207	$15M
2023	1	181	$18M
2024	1	179	$21M

Nearby 401(k) Plans in Texas

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

Certain Affinity 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Certain Affinity 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Unison Pooled Employer Plan in OR ($21M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Unison Pooled Employer Plan (OR) $21M · N/A
Green Tokai Co., Ltd. 401(k) Plan (OH) $21M · 560
Dworken and Bernstein Co., Lpa 401(k) Profit Sharing Plan (OH) $21M · 49
Hrbc 401(k) Plan for Ufcw Collective (CA) $21M · 702

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

Davies Life & Health, Inc. (MA) 179 · 0 off
Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off

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 Certain Affinity 401(k) Plan assets move in 2024? ▼

Certain Affinity 401(k) Plan grew sharply - up 15.2% during 2024, from $18M to $21M. Reported net income was $3M.

How have Certain Affinity, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Certain Affinity, Inc.'s sponsor-wide assets grew 40.3%, from $15M to $21M.

Which 401(k) plans are similar in size to Certain Affinity 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Unison Pooled Employer Plan in OR ($21M, N/A participants).

Which 401(k) plans cover a similar participant headcount to Certain Affinity 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 participants, N/A 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 352612895.