401(k) · DOL Form 5500 · 2024

Aids Healthcare Foundation 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
2,763
Participants Above avg headcount
93rd
Percentile by assets National rank
$57,401
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ahf Savings and Investment Plan · Sponsored by Aids Healthcare Foundation · California · Healthcare & Social Assistance

$159M in assets, 2,763 participants

Aids Healthcare Foundation's Ahf Savings and Investment Plan reported $159M in total assets and 2,763 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,898 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Ahf Savings and Investment Plan covers 2,763 participants in California, 4.4x the typical California plan (state average ~630 per filing). Assets: $159M.

#15,898
in Healthcare & Social Assistance (16,916 peers)
+21.4%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Ahf Savings and Investment Plan's outsized position by total assets

Ahf Savings and Investment Plan vs every filed plan by assets

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

$158,597,741 Top 7% higher than 93% 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

Ahf Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ahf Savings and Investment Plan lands in the large band (2,763 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ahf Savings and Investment Plan end-of-year assets rose from $131M in the plan year 2023 filing to $159M in the plan year 2024 filing.
  • Ahf Savings and Investment Plan reported participants rose from 2,650 in the plan year 2023 filing to 2,763 in the plan year 2024 filing.
  • Ahf Savings and Investment Plan reported net income fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 954112121 · Aids Healthcare Foundation PY 2024 · 401(k)

Ahf Savings and Investment Plan · $159M · 2,763 · 93rd

  • RANK $159M
  • RANK 2,763
  • RANK 93rd
  • RANK 401(k)
  • RANK near Brp US Inc. 401(k) Savings Plan
  • RANK ind #15898

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 California →

Ahf Savings and Investment Plan in the asset neighbourhood

City Electric Supply Employee Savings PlanCity Electric Supply Employe…$159MShentel Management Company 401(k) Retirement PlanShentel Management Company 4…$159MAhf Savings and Investment PlanAhf Savings and Investment P…$159MBrp US Inc. 401(k) Savings PlanBrp US Inc. 401(k) Savings P…$159MChartis Group, LLC 401(k) PlanChartis Group, LLC 401(k) Pl…$159M
End-of-year total assets ($M) among Ahf Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$159M
Net Income$28M
Employer EIN954112121
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aids Healthcare Foundation)

Sponsor-wide plan assets over time

All Aids Healthcare Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$159M 55.8322285152417% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $102M $159M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 2,389 $102M
2023 1 2,650 $131M
2024 1 2,763 $159M

Nearby 401(k) Plans in California

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

Ahf Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ahf Savings and Investment Plan, Total assets ($B): 0.158597741 · Participants: 2763Ahf Savings and Investment 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
Ahf Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ahf Savings and Investment Plan side-by-side with 3 peers →

Ahf Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Brp US Inc. 401(k) Savings Plan in WI ($159M); by covered participants it is Ameris Bancorp 401(k) Profit Sharing Plan in GA (2,763 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,763 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 Ahf Savings and Investment Plan assets move in 2024? ▼
Ahf Savings and Investment Plan grew sharply - up 21.4% during 2024, from $131M to $159M. Reported net income was $28M.
How have Aids Healthcare Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aids Healthcare Foundation's sponsor-wide assets grew 55.8%, from $102M to $159M.
Where does Ahf Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Ahf Savings and Investment Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ahf Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brp US Inc. 401(k) Savings Plan in WI ($159M, 1,813 participants).
Which 401(k) plans cover a similar participant headcount to Ahf Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameris Bancorp 401(k) Profit Sharing Plan in GA (2,763 participants, $295M 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 954112121.

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.