401(k) · DOL Form 5500 · 2022

Axiom Investors LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
55
Participants Small participant base
77th
Percentile by assets National rank
$358,388
Avg per participant High balance/head
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Official DOL plan name: Axiom Investors LLC Retirement Plan · Sponsored by Axiom Investors LLC · Connecticut · Finance & Insurance

$20M in assets, 55 participants

Axiom Investors LLC's Axiom Investors LLC Retirement Plan reported $20M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,892 in Finance & Insurance (9,261 peers)

Where Axiom Investors LLC Retirement Plan sits by assets

Axiom Investors LLC Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 55 participants (~$358,388/participant), down 21.6% in 2022.

#5,892
in Finance & Insurance (9,261 peers)
-21.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axiom Investors LLC Retirement Plan's outsized position by total assets

Axiom Investors LLC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,711,313 Top 23% higher than 77% of 139,123 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 2022

Axiom Investors LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axiom Investors LLC Retirement Plan is a small filing (55 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 134021938 · Axiom Investors LLC PY 2022 · 401(k)

Axiom Investors LLC Retirement Plan · $20M · 55 · 77th

  • EOY $20M
  • EOY 55
  • EOY 77th
  • EOY 401(k)
  • EOY near Huntsinger Farms, Inc. 401(k) & Profit Sharing Plan
  • EOY ind #5892

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Axiom Investors LLC Retirement Plan in the asset neighbourhood

Axiom Investors LLC Retirement PlanAxiom Investors LLC Retireme…$20MHuntsinger Farms, Inc. 401(k) & Profit Sharing PlanHuntsinger Farms, Inc. 401(k…$20MCitizens Bank 401(k) Plan$20MNew York Islanders Hockey Club, LP 401(k) PlanNew York Islanders Hockey Cl…$20MThe Lia Group 401(k) Plan$20M
End-of-year total assets ($M) among Axiom Investors LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN134021938
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axiom Investors LLC)

Sponsor-wide plan assets over time

All Axiom Investors LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 60.12518800751629% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.7M $31.6M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 55 $20M
2023 1 60 $25M
2024 1 60 $32M

Nearby 401(k) Plans in Connecticut

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

Axiom Investors LLC Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Axiom Investors LLC Retirement Plan, Total assets ($B): 0.019711313 · Participants: 55Axiom Investors LLC Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Axiom Investors LLC Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Axiom Investors LLC Retirement Plan side-by-side with 3 peers →

Axiom Investors LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Huntsinger Farms, Inc. 401(k) & Profit Sharing Plan in WI ($20M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Axiom Investors LLC Retirement Plan assets move in 2022? ▼
Axiom Investors LLC Retirement Plan declined sharply - down 21.6% during 2022, from $25M to $20M. Reported net income was -$5M.
How have Axiom Investors LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axiom Investors LLC's sponsor-wide assets grew 60.1%, from $20M to $32M.
Where does Axiom Investors LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Axiom Investors LLC Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Axiom Investors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huntsinger Farms, Inc. 401(k) & Profit Sharing Plan in WI ($20M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Axiom Investors LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134021938.

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.