401(k) · DOL Form 5500 · 2024

Affinius Capital LLC 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
115
Participants Small participant base
92nd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Affinius Capital 401(k) Plan · Sponsored by Affinius Capital LLC · Texas · Real Estate

$121M in assets, 115 participants

Affinius Capital LLC's Affinius Capital 401(k) Plan reported $121M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,490 in Real Estate (4,605 peers)

Coverage in Texas

Affinius Capital 401(k) Plan covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $121M.

#4,490
in Real Estate (4,605 peers)
+13.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Affinius Capital 401(k) Plan's outsized position by total assets

Affinius Capital 401(k) Plan vs every filed plan by assets

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

$120,641,331 Top 8% higher than 92% 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

Affinius Capital 401(k) 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. Affinius Capital 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affinius Capital 401(k) Plan reported participants fell from 345 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Affinius Capital 401(k) Plan end-of-year assets rose from $106M in the plan year 2023 filing to $121M in the plan year 2024 filing.
  • Affinius Capital 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742237999 · Affinius Capital LLC PY 2024 · 401(k)

Affinius Capital 401(k) Plan · $121M · 115 · 92nd

  • BOY $121M
  • SCH 115
  • EBSA 92nd
  • PART 401(k)
  • TYPE near Altamira Technologies Corporation 401(k) Plan
  • NET ind #4490

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 Real Estate retirement plans → · Plans in Texas →

Affinius Capital 401(k) Plan in the asset neighbourhood

Alter Domus 401(k) Plan$121MDatasite Global Corporation 401(k) Incentive Savings PlanDatasite Global Corporation …$121MHashicorp Inc. 401(k) Profit Sharing Plan and TrustHashicorp Inc. 401(k) Profit…$121MAffinius Capital 401(k) Plan$121MAltamira Technologies Corporation 401(k) PlanAltamira Technologies Corpor…$121M
End-of-year total assets ($M) among Affinius Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$121M
Net Income$15M
Employer EIN742237999
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinius Capital LLC)

Sponsor-wide plan assets over time

All Affinius Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$121M 40.18677869431284% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.1M $121M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 276 $86M
2023 1 345 $106M
2024 1 115 $121M

Nearby 401(k) Plans in Texas

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

Affinius Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Affinius Capital 401(k) Plan, Total assets ($B): 0.120641331 · Participants: 115Affinius Capital 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Affinius Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Affinius Capital 401(k) Plan side-by-side with 3 peers →

Affinius Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Altamira Technologies Corporation 401(k) Plan in VA ($121M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Affinius Capital 401(k) Plan assets move in 2024? ▼
Affinius Capital 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $106M to $121M. Reported net income was $15M.
How have Affinius Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinius Capital LLC's sponsor-wide assets grew 40.2%, from $86M to $121M.
Where does Affinius Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Affinius Capital 401(k) Plan ranks in the 92nd 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 Affinius Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altamira Technologies Corporation 401(k) Plan in VA ($121M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Affinius Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 742237999.

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.