401(k) · DOL Form 5500 · 2022
Axley & Rode LLP 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $85,959
- Avg per participant Below avg balance/head
Official DOL plan name: Axley & Rode, Cpa's 401(k) Plan · Sponsored by Axley & Rode LLP · Texas · Professional & Technical Services
$6M in assets, 71 participants
Axley & Rode LLP's Axley & Rode, Cpa's 401(k) Plan reported $6M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #11,365 in Professional & Technical Services (21,562 peers)
2022 asset change
Axley & Rode, Cpa's 401(k) Plan pulled back noticeably 13.9% in 2022 ($7M → $6M) for 71 participants.
- #11,365
- in Professional & Technical Services (21,562 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $982K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Axley & Rode, Cpa's 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Axley & Rode, Cpa's 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,103,055 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Axley & Rode, Cpa's 401(k) 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. Axley & Rode, Cpa's 401(k) Plan is a small filing (71 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 750767305 · Axley & Rode LLP PY 2022 · 401(k)
Axley & Rode, Cpa's 401(k) Plan · $6M · 71 · 55th
- ASSETS $6M
- ASSETS 71
- ASSETS 55th
- ASSETS 401(k)
- ASSETS near Zennify 401(k) Plan
- ASSETS ind #11365
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 Professional & Technical Services retirement plans → · Plans in Texas →
Axley & Rode, Cpa's 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$982K |
| Employer EIN | 750767305 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Axley & Rode, Cpa's 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Zennify 401(k) Plan in ID ($6M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Zennify 401(k) Plan (ID) $6M · 157
- Burt, Blee, Dixon, Sutton & Bloom, LLP 401(k) Plan (IN) $6M · 34
- The Leclerc 401(k) Plan (PA) $6M · 391
- 247 Solutions Inc. 401(k) Plan (KY) $6M · 58
Similar participant headcount
Nearest other-state filings by covered participants (71 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.