401(k) · DOL Form 5500 · 2024

Affinity Southeast 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
119
Participants Small participant base
54th
Percentile by assets National rank
$78,185
Avg per participant Below avg balance/head
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Official DOL plan name: Affinity Southeast 401(k) Plan · Sponsored by Affinity Southeast · North Carolina · Wholesale Trade

$9M in assets, 119 participants

Affinity Southeast's Affinity Southeast 401(k) Plan reported $9M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,749 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Affinity Southeast 401(k) Plan covers 119 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#2,749
in Wholesale Trade (6,080 peers)
-4.7%
assets change YoY

The plan reported a net loss of $459K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Affinity Southeast 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Affinity Southeast 401(k) Plan vs every filed plan by assets

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

$9,304,006 Top 46% higher than 54% 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

Affinity Southeast 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. Affinity Southeast 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affinity Southeast 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$459K in the plan year 2024 filing.
  • Affinity Southeast 401(k) Plan reported participants rose from 111 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • Affinity Southeast 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800587545 · Affinity Southeast PY 2024 · 401(k)

Affinity Southeast 401(k) Plan · $9M · 119 · 54th

  • NET $9M
  • BOOK 119
  • VS-ST 54th
  • BOY 401(k)
  • SCH near Crowne Consulting Group 401(k)
  • EBSA ind #2749

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Affinity Southeast 401(k) Plan in the asset neighbourhood

Affinity Southeast 401(k) PlanAffinity Southeast 401(k) Pl…$9MCrowne Consulting Group 401(k)Crowne Consulting Group 401(…$9ME.S. Kluft & Company, Inc. 401(k) PlanE.S. Kluft & Company, Inc. 4…$9MPrinceton Acquisition, LLC 401(k) PlanPrinceton Acquisition, LLC 4…$9MBrightway Insurance 401(k) PlanBrightway Insurance 401(k) P…$9M
End-of-year total assets ($M) among Affinity Southeast 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$459K
Employer EIN800587545
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Affinity Southeast)

Sponsor-wide plan assets over time

All Affinity Southeast plans reported in each filing year

Latest sponsor-wide plan assets
$9M 9.79257312252638% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.47M $9.3M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 115 $8M
2023 1 111 $10M
2024 1 119 $9M

Nearby 401(k) Plans in North Carolina

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

Affinity Southeast 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Affinity Southeast 401(k) Plan, Total assets ($B): 0.009304006 · Participants: 119Affinity Southeast 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Affinity Southeast 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Affinity Southeast 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Crowne Consulting Group 401(k) in FL ($9M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Affinity Southeast 401(k) Plan assets move in 2024? ▼
Affinity Southeast 401(k) Plan edged down modestly - down 4.7% during 2024, from $10M to $9M. Reported net income was -$459K.
How have Affinity Southeast plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affinity Southeast's sponsor-wide assets grew 9.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Affinity Southeast 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crowne Consulting Group 401(k) in FL ($9M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Affinity Southeast 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A 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 800587545.

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.