401(k) · DOL Form 5500 · 2022
Axcess Financial Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 1,038
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $36,611
- Avg per participant Low balance/head
Official DOL plan name: The Axcess Financial 401(k) Plan · Sponsored by Axcess Financial Services, Inc. · Ohio · Finance & Insurance
$38M in assets, 1,038 participants
Axcess Financial Services, Inc.'s The Axcess Financial 401(k) Plan reported $38M in total assets and 1,038 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,089 in Finance & Insurance (9,261 peers)
Where The Axcess Financial 401(k) Plan sits by assets
The Axcess Financial 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 1,038 participants (~$36,611/participant), down 21.3% in 2022.
- #7,089
- in Finance & Insurance (9,261 peers)
- -21.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Axcess Financial 401(k) Plan's outsized position by total assets
The Axcess Financial 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,002,487 Top 15% higher than 85% 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
The Axcess Financial 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Axcess Financial 401(k) Plan lands in the large band (1,038 participants).
Form 5500 schedule snapshot
Filing strip 311485652 · Axcess Financial Services, Inc. PY 2022 · 401(k)
The Axcess Financial 401(k) Plan · $38M · 1,038 · 85th
- PART $38M
- TYPE 1,038
- NET 85th
- BOOK 401(k)
- VS-ST near Clarins USA, Inc. 401(k) Plan
- BOY ind #7089
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 Ohio →
The Axcess Financial 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$10M |
| Employer EIN | 311485652 |
| Plan Effective Date | 1995-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Axcess Financial Services, Inc.)
Sponsor-wide plan assets over time
All Axcess Financial Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 36.35336287332984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,038 | $38M |
| 2023 | 1 | 772 | $46M |
| 2024 | 1 | 774 | $52M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
The Axcess Financial 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Clarins USA, Inc. 401(k) Plan in NY ($38M); by covered participants it is Cpi Card Group, Inc. 401(k) Plan in CO (1,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Clarins USA, Inc. 401(k) Plan (NY) $38M · 648
- Disys 401(k) Plan (VA) $38M · 2,953
- Addition Financial Credit Union 401(k) Profit Sharing Plan (FL) $38M · 459
- Klm Retirement Savings Plan (NY) $38M · 121
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Cpi Card Group, Inc. 401(k) Plan (CO) 1,038 · 0 off
- Propharma Group 401(k) Plan (NC) 1,038 · 0 off
- Northwest Hardwoods, Inc. 401(k) Plan (WA) 1,038 · 0 off
- The Profit Sharing Plus Plan (the Plan) of Advantage Management Corporation (MN) 1,038 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.