401(k) · DOL Form 5500 · 2024
America's Family Benefit Plans 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 452
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $58,563
- Avg per participant Low balance/head
Official DOL plan name: Board of Trustees of the America's Family 401(k) Benefit Trust Fund · Sponsored by America's Family Benefit Plans · New York · Retail Trade
$26M in assets, 452 participants
America's Family Benefit Plans's Board of Trustees of the America's Family 401(k) Benefit Trust Fund reported $26M in total assets and 452 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,826 in Retail Trade (8,048 peers)
Where Board of Trustees of the America's Family 401(k) Benefit Trust Fund sits by assets
Board of Trustees of the America's Family 401(k) Benefit Trust Fund sits in the top quartile of all filed plans by assets, $26M for 452 participants (~$58,563/participant), up 7.4% in 2024.
- #6,826
- in Retail Trade (8,048 peers)
- +7.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Board of Trustees of the America's Family 401(k) Benefit Trust Fund's outsized position by total assets
Board of Trustees of the America's Family 401(k) Benefit Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,470,366 Top 25% higher than 75% 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
Board of Trustees of the America's Family 401(k) Benefit Trust Fund 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. Board of Trustees of the America's Family 401(k) Benefit Trust Fund sits mid-pack in the medium band (452 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Board of Trustees of the America's Family 401(k) Benefit Trust Fund reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Board of Trustees of the America's Family 401(k) Benefit Trust Fund reported participants fell from 491 in the plan year 2023 filing to 452 in the plan year 2024 filing.
- Board of Trustees of the America's Family 401(k) Benefit Trust Fund end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161548854 · America's Family Benefit Plans PY 2024 · 401(k)
Board of Trustees of the America's Family 401(k) Benefit Trust Fund · $26M · 452 · 75th
- PART $26M
- TYPE 452
- NET 75th
- BOOK 401(k)
- VS-ST near The Trustees of Reservations 401(k) Retirement Plan
- BOY ind #6826
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 Retail Trade retirement plans → · Plans in New York →
Board of Trustees of the America's Family 401(k) Benefit Trust Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 161548854 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (America's Family Benefit Plans)
Sponsor-wide plan assets over time
All America's Family Benefit Plans plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 17.598367986461668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 504 | $23M |
| 2023 | 1 | 491 | $25M |
| 2024 | 1 | 452 | $26M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Board of Trustees of the America's Family 401(k) Benefit Trust Fund's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Trustees of Reservations 401(k) Retirement Plan in MA ($26M); by covered participants it is Ehpv 401(k) Plan in NE (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (452 participants); asset peers above are excluded.
- Ehpv 401(k) Plan (NE) 452 · 0 off
- Wlr Management Company, Inc. 401(k) Profit Sharing (MD) 452 · 0 off
- Kaneka 401(k) Plan (TX) 452 · 0 off
- Cortec Precision Sheetmetal Inc. 401(k) Plan (CA) 452 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.