401(k) · DOL Form 5500 · 2024
Affiliated Independent Distributors, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $235,537
- Avg per participant Above avg balance/head
Official DOL plan name: Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust · Sponsored by Affiliated Independent Distributors, Inc. · Pennsylvania · Professional & Technical Services
$36M in assets, 153 participants
Affiliated Independent Distributors, Inc.'s Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust reported $36M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #16,213 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust covers 153 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $36M.
- #16,213
- in Professional & Technical Services (20,173 peers)
- +17.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust's outsized position by total assets
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,037,147 Top 20% higher than 80% 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
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust 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. Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust reported participants rose from 135 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 232182931 · Affiliated Independent Distributors, Inc. PY 2024 · 401(k)
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust · $36M · 153 · 80th
- IND $36M
- IND 153
- IND 80th
- IND 401(k)
- IND near Qvest.US, LLC
- IND ind #16213
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 Pennsylvania →
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 232182931 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affiliated Independent Distributors, Inc.)
Sponsor-wide plan assets over time
All Affiliated Independent Distributors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 45.17487565194379% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $25M |
| 2023 | 1 | 135 | $31M |
| 2024 | 1 | 153 | $36M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Affiliated Independent Distributors, Inc. 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Qvest.US, LLC in CA ($36M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Qvest.US, LLC (CA) $36M · 249
- Wausau Supply Company 401(k) Plan (WI) $36M · 981
- Manhard Consulting, Ltd. Cash or Deferred Profit Sharing Plan (IL) $36M · 332
- Harpo, Inc. 401(k) Plan (CA) $36M · 57
Similar participant headcount
Nearest other-state filings by covered participants (153 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.