401(k) · DOL Form 5500 · 2022

Axa Assistance USA, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
208
Participants Below avg headcount
76th
Percentile by assets National rank
$89,136
Avg per participant Below avg balance/head
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Official DOL plan name: Axa Assistance USA, Inc. 401(k) Plan · Sponsored by Axa Assistance USA, Inc. · Illinois · Finance & Insurance

$19M in assets, 208 participants

Axa Assistance USA, Inc.'s Axa Assistance USA, Inc. 401(k) Plan reported $19M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,772 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Axa Assistance USA, Inc. 401(k) Plan covers 208 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#5,772
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axa Assistance USA, Inc. 401(k) Plan's outsized position by total assets

Axa Assistance USA, Inc. 401(k) Plan vs every filed plan by assets

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

$18,540,274 Top 24% higher than 76% 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

Axa Assistance USA, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axa Assistance USA, Inc. 401(k) Plan sits mid-pack in the medium band (208 participants).

Form 5500 schedule snapshot

Filing strip 363235090 · Axa Assistance USA, Inc. PY 2022 · 401(k)

Axa Assistance USA, Inc. 401(k) Plan · $19M · 208 · 76th

  • VS-ST $19M
  • VS-ST 208
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Machine Concepts, Inc. Profit Sharing Plan
  • VS-ST ind #5772

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 Illinois →

Axa Assistance USA, Inc. 401(k) Plan in the asset neighbourhood

Axa Assistance USA, Inc. 401(k) PlanAxa Assistance USA, Inc. 401…$19MMachine Concepts, Inc. Profit Sharing PlanMachine Concepts, Inc. Profi…$19MHughes Pittman & Gupton LLP Retirement Savings PlanHughes Pittman & Gupton LLP …$19MTatonduk Outfitters Limited Retirement Savings PlanTatonduk Outfitters Limited …$19MAdvance Business Systems & Supply Company 401(k) Plan and TrustAdvance Business Systems & S…$19M
End-of-year total assets ($M) among Axa Assistance USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN363235090
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axa Assistance USA, Inc.)

Sponsor-wide plan assets over time

All Axa Assistance USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.66624107065516% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $26.5M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 208 $19M
2023 1 201 $23M
2024 1 210 $26M

Nearby 401(k) Plans in Illinois

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

Axa Assistance USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Axa Assistance USA, Inc. 401(k) Plan, Total assets ($B): 0.018540274 · Participants: 208Axa Assistance USA, Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Axa Assistance USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Axa Assistance USA, Inc. 401(k) Plan side-by-side with 3 peers →

Axa Assistance USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Machine Concepts, Inc. Profit Sharing Plan in OH ($19M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Axa Assistance USA, Inc. 401(k) Plan assets move in 2022? ▼
Axa Assistance USA, Inc. 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Axa Assistance USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axa Assistance USA, Inc.'s sponsor-wide assets grew 42.7%, from $19M to $26M.
Where does Axa Assistance USA, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Axa Assistance USA, Inc. 401(k) Plan ranks in the 76th 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 Axa Assistance USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Machine Concepts, Inc. Profit Sharing Plan in OH ($19M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Axa Assistance USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M 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 363235090.

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.