401(k) · DOL Form 5500 · 2024

Affinity Development Group, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
220
Participants Below avg headcount
81st
Percentile by assets National rank
$182,240
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affinity Development Group 401(k) Profit Sharing Plan · Sponsored by Affinity Development Group, Inc. · California · Professional & Technical Services

$40M in assets, 220 participants

Affinity Development Group, Inc.'s Affinity Development Group 401(k) Profit Sharing Plan reported $40M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,542 in Professional & Technical Services (20,173 peers)

Coverage in California

Affinity Development Group 401(k) Profit Sharing Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $40M.

#16,542
in Professional & Technical Services (20,173 peers)
+23.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Affinity Development Group 401(k) Profit Sharing Plan's outsized position by total assets

Affinity Development Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,092,691 Top 19% higher than 81% 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 Development Group 401(k) Profit Sharing 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 Development Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affinity Development Group 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Affinity Development Group 401(k) Profit Sharing Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Affinity Development Group 401(k) Profit Sharing Plan reported participants rose from 213 in the plan year 2023 filing to 220 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330900825 · Affinity Development Group, Inc. PY 2024 · 401(k)

Affinity Development Group 401(k) Profit Sharing Plan · $40M · 220 · 81st

  • 5500 $40M
  • ASSETS 220
  • PCT 81st
  • EIN 401(k)
  • RANK near Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust
  • PHOTO ind #16542

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 California →

Affinity Development Group 401(k) Profit Sharing Plan in the asset neighbourhood

Dataiku Inc. 401(k) Plan$40MOcean State Jobbers, Inc. & Affiliates 401(k) PlanOcean State Jobbers, Inc. & …$40MAffinity Development Group 401(k) Profit Sharing PlanAffinity Development Group 4…$40MMid-Rivers Telephone Cooperative Employees' Savings Plan and TrustMid-Rivers Telephone Coopera…$40MEdgewood Management Group, LLC 401(k) Profit Sharing PlanEdgewood Management Group, L…$40M
End-of-year total assets ($M) among Affinity Development Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN330900825
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Development Group, Inc.)

Sponsor-wide plan assets over time

All Affinity Development Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 57.16293028941439% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.5M $40.1M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 251 $26M
2023 1 213 $33M
2024 1 220 $40M

Nearby 401(k) Plans in California

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

Affinity Development Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Affinity Development Group 401(k) Profit Sharing Plan, Total assets ($B): 0.040092691 · Participants: 220Affinity Development Group 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Affinity Development Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affinity Development Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Affinity Development Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust in MT ($40M); by covered participants it is Stodge Inc 401(k) Plan in AZ (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Development Group 401(k) Profit Sharing Plan assets move in 2024? ▼
Affinity Development Group 401(k) Profit Sharing Plan grew sharply - up 23.0% during 2024, from $33M to $40M. Reported net income was $8M.
How have Affinity Development Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Development Group, Inc.'s sponsor-wide assets grew 57.2%, from $26M to $40M.
Where does Affinity Development Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Affinity Development Group 401(k) Profit Sharing Plan ranks in the 81st 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 Affinity Development Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Rivers Telephone Cooperative Employees' Savings Plan and Trust in MT ($40M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Development Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stodge Inc 401(k) Plan in AZ (220 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 330900825.

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.