401(k) · DOL Form 5500 · 2024

Augeo Affinity Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
279
Participants Below avg headcount
79th
Percentile by assets National rank
$121,660
Avg per participant Near avg balance/head
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Official DOL plan name: Augeo Affinity Marketing Multiple Employer Plan · Sponsored by Augeo Affinity Marketing, Inc. · Minnesota · Finance & Insurance

$34M in assets, 279 participants

Augeo Affinity Marketing, Inc.'s Augeo Affinity Marketing Multiple Employer Plan reported $34M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,759 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Augeo Affinity Marketing Multiple Employer Plan covers 279 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $34M.

#5,759
in Finance & Insurance (8,549 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Augeo Affinity Marketing Multiple Employer Plan's outsized position by total assets

Augeo Affinity Marketing Multiple Employer Plan vs every filed plan by assets

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

$33,943,157 Top 21% higher than 79% 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

Augeo Affinity Marketing Multiple Employer 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. Augeo Affinity Marketing Multiple Employer Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Augeo Affinity Marketing Multiple Employer Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Augeo Affinity Marketing Multiple Employer Plan end-of-year assets rose from $29M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Augeo Affinity Marketing Multiple Employer Plan reported participants fell from 331 in the plan year 2023 filing to 279 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 262331983 · Augeo Affinity Marketing, Inc. PY 2024 · 401(k)

Augeo Affinity Marketing Multiple Employer Plan · $34M · 279 · 79th

  • EBSA $34M
  • EBSA 279
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Retina Consultants, Ltd. Savings and Profit Sharing Plan
  • EBSA ind #5759

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 →

Augeo Affinity Marketing Multiple Employer Plan in the asset neighbourhood

Galls, LLC Retirement Savings PlanGalls, LLC Retirement Saving…$34MWente Family Estates 401(k) Profit Sharing Plan & TrustWente Family Estates 401(k) …$34MAugeo Affinity Marketing Multiple Employer PlanAugeo Affinity Marketing Mul…$34MRetina Consultants, Ltd. Savings and Profit Sharing PlanRetina Consultants, Ltd. Sav…$34MNelson-Jameson, Inc. Retirement PlanNelson-Jameson, Inc. Retirem…$34M
End-of-year total assets ($M) among Augeo Affinity Marketing Multiple Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN262331983
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Augeo Affinity Marketing, Inc.)

Sponsor-wide plan assets over time

All Augeo Affinity Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 44.90598252359028% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.4M $33.9M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 284 $23M
2023 1 331 $29M
2024 1 279 $34M

Nearby 401(k) Plans in Minnesota

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

Augeo Affinity Marketing Multiple Employer Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Augeo Affinity Marketing Multiple Employer Plan, Total assets ($B): 0.033943157 · Participants: 279Augeo Affinity Marketing Multiple Employer 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
Augeo Affinity Marketing Multiple Employer Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Augeo Affinity Marketing Multiple Employer Plan side-by-side with 3 peers →

Augeo Affinity Marketing Multiple Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Retina Consultants, Ltd. Savings and Profit Sharing Plan in MO ($34M); by covered participants it is Paramit Corporation 401(k) Savings Plan in CA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Augeo Affinity Marketing Multiple Employer Plan assets move in 2024? ▼
Augeo Affinity Marketing Multiple Employer Plan grew sharply - up 15.8% during 2024, from $29M to $34M. Reported net income was $5M.
How have Augeo Affinity Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Augeo Affinity Marketing, Inc.'s sponsor-wide assets grew 44.9%, from $23M to $34M.
Where does Augeo Affinity Marketing Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Augeo Affinity Marketing Multiple Employer Plan ranks in the 79th 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 Augeo Affinity Marketing Multiple Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retina Consultants, Ltd. Savings and Profit Sharing Plan in MO ($34M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Augeo Affinity Marketing Multiple Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramit Corporation 401(k) Savings Plan in CA (279 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 262331983.

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.