401(k) · DOL Form 5500 · 2024

Adfinitas Management, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
421
Participants Below avg headcount
83rd
Percentile by assets National rank
$104,910
Avg per participant Below avg balance/head
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Official DOL plan name: Adfinitas Health 401(k) Retirement Plan · Sponsored by Adfinitas Management, LLC · Maryland · Healthcare & Social Assistance

$44M in assets, 421 participants

Adfinitas Management, LLC's Adfinitas Health 401(k) Retirement Plan reported $44M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,409 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maryland

Adfinitas Health 401(k) Retirement Plan covers 421 participants in Maryland, about 45% of the average Maryland filer (state average ~929 per filing). Assets: $44M.

#14,409
in Healthcare & Social Assistance (16,916 peers)
+9.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Adfinitas Health 401(k) Retirement Plan's outsized position by total assets

Adfinitas Health 401(k) Retirement Plan vs every filed plan by assets

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

$44,167,057 Top 17% higher than 83% 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

Adfinitas Health 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. Adfinitas Health 401(k) Retirement Plan sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adfinitas Health 401(k) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Adfinitas Health 401(k) Retirement Plan reported participants rose from 380 in the plan year 2023 filing to 421 in the plan year 2024 filing.
  • Adfinitas Health 401(k) Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452540636 · Adfinitas Management, LLC PY 2024 · 401(k)

Adfinitas Health 401(k) Retirement Plan · $44M · 421 · 83rd

  • EIN $44M
  • EIN 421
  • EIN 83rd
  • EIN 401(k)
  • EIN near Southwest Human Development, Inc. 401(k) and Profit Sharing Plan
  • EIN ind #14409

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Adfinitas Health 401(k) Retirement Plan in the asset neighbourhood

Mosure & Syrakis 401(k) Profit Sharing TrustMosure & Syrakis 401(k) Prof…$44MAdfinitas Health 401(k) Retirement PlanAdfinitas Health 401(k) Reti…$44MThe Swift Group 401(k) Profit Sharing PlanThe Swift Group 401(k) Profi…$44MSoliant 401(k) Plan$44MSouthwest Human Development, Inc. 401(k) and Profit Sharing PlanSouthwest Human Development,…$44M
End-of-year total assets ($M) among Adfinitas Health 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$44M
Net Income$4M
Employer EIN452540636
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adfinitas Management, LLC)

Sponsor-wide plan assets over time

All Adfinitas Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 32.927142675059365% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.2M $44.2M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 412 $33M
2023 1 380 $40M
2024 1 421 $44M

Nearby 401(k) Plans in Maryland

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

Adfinitas Health 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adfinitas Health 401(k) Retirement Plan, Total assets ($B): 0.044167057 · Participants: 421Adfinitas Health 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Adfinitas Health 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Adfinitas Health 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in AZ ($44M); by covered participants it is Ubg 401(k) - Frontier Cooperative in NE (421 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (421 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 Adfinitas Health 401(k) Retirement Plan assets move in 2024? ▼
Adfinitas Health 401(k) Retirement Plan grew at a solid clip - up 9.2% during 2024, from $40M to $44M. Reported net income was $4M.
How have Adfinitas Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adfinitas Management, LLC's sponsor-wide assets grew 32.9%, from $33M to $44M.
Where does Adfinitas Health 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Adfinitas Health 401(k) Retirement Plan ranks in the 83rd 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 Adfinitas Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Human Development, Inc. 401(k) and Profit Sharing Plan in AZ ($44M, 832 participants).
Which 401(k) plans cover a similar participant headcount to Adfinitas Health 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ubg 401(k) - Frontier Cooperative in NE (421 participants, $20M 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 452540636.

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.