401(k) · DOL Form 5500 · 2024
Affinity Dental 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 237
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $84,532
- Avg per participant Below avg balance/head
Official DOL plan name: Affinity Dental 401-K Retirement Plan · Sponsored by Affinity Dental · Massachusetts · Healthcare & Social Assistance
$20M in assets, 237 participants
Affinity Dental's Affinity Dental 401-K Retirement Plan reported $20M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,641 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
Affinity Dental 401-K Retirement Plan covers 237 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.
- #12,641
- in Healthcare & Social Assistance (16,916 peers)
- +13.5%
- assets growth YoY
Affinity Dental 401-K Retirement Plan's outsized position by total assets
Affinity Dental 401-K Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,034,044 Top 30% higher than 70% 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
Affinity Dental 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. Affinity Dental 401-K Retirement Plan sits mid-pack in the medium band (237 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Affinity Dental 401-K Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Affinity Dental 401-K Retirement Plan reported participants rose from 193 in the plan year 2023 filing to 237 in the plan year 2024 filing.
- Affinity Dental 401-K Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 821866847 · Affinity Dental PY 2024 · 401(k)
Affinity Dental 401-K Retirement Plan · $20M · 237 · 70th
- EIN $20M
- RANK 237
- PHOTO 70th
- IND 401(k)
- EOY near Family Savings Credit Union Retirement Plan
- 5500 ind #12641
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 Massachusetts →
Affinity Dental 401-K Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 821866847 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affinity Dental)
Sponsor-wide plan assets over time
All Affinity Dental plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 38.65562887048303% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $14M |
| 2023 | 1 | 193 | $18M |
| 2024 | 1 | 237 | $20M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Affinity Dental 401-K Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Family Savings Credit Union Retirement Plan in AL ($20M); by covered participants it is Mesa Global 401(k) Retirement Plan in NC (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Mesa Global 401(k) Retirement Plan (NC) 237 · 0 off
- Tague Lumber, Inc. 401(k) Profit Sharing Plan (PA) 237 · 0 off
- Jmr Employees 401(k) Plan (TX) 237 · 0 off
- Integrated 401 ( K ) Plan (TX) 237 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.