401(k) · DOL Form 5500 · 2024
Affordable Care, LLC 401(k) Plan
Data updated 2026-08-25
- $235M
- Total assets Near avg plan size
- 2,354
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $99,934
- Avg per participant Below avg balance/head
Official DOL plan name: Affordable Care, LLC Multiple Employer 401(k) Plan · Sponsored by Affordable Care, LLC · North Carolina · Healthcare & Social Assistance
$235M in assets, 2,354 participants
Affordable Care, LLC's Affordable Care, LLC Multiple Employer 401(k) Plan reported $235M in total assets and 2,354 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,128 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Affordable Care, LLC Multiple Employer 401(k) Plan covers 2,354 participants in North Carolina, 2.9x the typical North Carolina plan (state average ~819 per filing). Assets: $235M.
- #16,128
- in Healthcare & Social Assistance (16,916 peers)
- +10.2%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Affordable Care, LLC Multiple Employer 401(k) Plan's outsized position by total assets
Affordable Care, LLC Multiple Employer 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$235,245,675 Top 5% higher than 95% 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
Affordable Care, LLC Multiple Employer 401(k) 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. Affordable Care, LLC Multiple Employer 401(k) Plan lands in the large band (2,354 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Affordable Care, LLC Multiple Employer 401(k) Plan reported net income fell from $34M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Affordable Care, LLC Multiple Employer 401(k) Plan end-of-year assets rose from $214M in the plan year 2023 filing to $235M in the plan year 2024 filing.
- Affordable Care, LLC Multiple Employer 401(k) Plan reported participants fell from 2,393 in the plan year 2023 filing to 2,354 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561505559 · Affordable Care, LLC PY 2024 · 401(k)
Affordable Care, LLC Multiple Employer 401(k) Plan · $235M · 2,354 · 95th
- NET $235M
- BOOK 2,354
- VS-ST 95th
- BOY 401(k)
- SCH near Safran Cabin Inc. 401(k) Savings Plan
- EBSA ind #16128
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 North Carolina →
Affordable Care, LLC Multiple Employer 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $235M |
| Net Income | $22M |
| Employer EIN | 561505559 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Affordable Care, LLC)
Sponsor-wide plan assets over time
All Affordable Care, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 31.152652697443482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,575 | $179M |
| 2023 | 1 | 2,393 | $214M |
| 2024 | 1 | 2,354 | $235M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Affordable Care, LLC Multiple Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Safran Cabin Inc. 401(k) Savings Plan in CA ($235M); by covered participants it is Discovery Behavioral Health 401(k) Plan in CA (2,354 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($235M here).
- Safran Cabin Inc. 401(k) Savings Plan (CA) $235M · 2,218
- Rosebud Mining Company 401(k) Plan (PA) $235M · 940
- Cloudera, Inc. 401(k) Profit Sharing Plan and Trust (CA) $235M · 913
- Duquesne Light Holdings, Inc. 401(k) Retirement Savings Plan (PA) $235M · 989
Similar participant headcount
Nearest other-state filings by covered participants (2,354 participants); asset peers above are excluded.
- Discovery Behavioral Health 401(k) Plan (CA) 2,354 · 0 off
- Ai-Cares Retirement Savings Plan (MI) 2,354 · 0 off
- Osmose 401(k) Plan (GA) 2,353 · 1 off
- Retirement Savings Plan for Seaboard Triumph Foods (IA) 2,355 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.