401(k) · DOL Form 5500 · 2022

Axia Financial, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
402
Participants Below avg headcount
73rd
Percentile by assets National rank
$38,793
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axia Financial 401(k) Plan · Sponsored by Axia Financial, LLC · Washington · Finance & Insurance

$16M in assets, 402 participants

Axia Financial, LLC's Axia Financial 401(k) Plan reported $16M in total assets and 402 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,399 in Finance & Insurance (9,261 peers)

Coverage in Washington

Axia Financial 401(k) Plan covers 402 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.

#5,399
in Finance & Insurance (9,261 peers)
-15.8%
assets change YoY

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.

Axia Financial 401(k) Plan's outsized position by total assets

Axia Financial 401(k) Plan vs every filed plan by assets

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

$15,594,609 Top 27% higher than 73% 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

Axia Financial 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. Axia Financial 401(k) Plan sits mid-pack in the medium band (402 participants).

Plan-year Form 5500 strip

Filing strip 260455770 · Axia Financial, LLC PY 2022 · 401(k)

Axia Financial 401(k) Plan · $16M · 402 · 73rd

  • 5500 $16M
  • ASSETS 402
  • PCT 73rd
  • EIN 401(k)
  • RANK near Cnbstl and Ubu 401(k) Plan
  • PHOTO ind #5399

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 Washington →

Axia Financial 401(k) Plan in the asset neighbourhood

Cnbstl and Ubu 401(k) Plan$16MSouthern Trust Mortgage 401(k) PlanSouthern Trust Mortgage 401(…$16MAxia Financial 401(k) Plan$16MCrivello Carlson, S.C. 401(k) Profit Sharing PlanCrivello Carlson, S.C. 401(k…$16MAetna Building Solutions, Inc. 401(k) Profit Sharing PlanAetna Building Solutions, In…$16M
End-of-year total assets ($M) among Axia Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN260455770
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axia Financial, LLC)

Sponsor-wide plan assets over time

All Axia Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.26156968731951% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15.6M $8.22M ▼ -47.3%
Year Plans Participants Total Assets
2022 1 402 $16M
2023 1 338 $16M
2024 1 241 $8M

Nearby 401(k) Plans in Washington

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

Axia Financial 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Axia Financial 401(k) Plan, Total assets ($B): 0.015594609 · Participants: 402Axia Financial 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Axia Financial 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Axia Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Cnbstl and Ubu 401(k) Plan in MO ($16M); by covered participants it is Miller, Canfield, Paddock & Stone P.L.C. 401(k) Capital Accumulation Plan in MI (402 participants). Same-state nearby plans are listed separately above.

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 Axia Financial 401(k) Plan assets move in 2022? ▼
Axia Financial 401(k) Plan declined sharply - down 15.8% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Axia Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axia Financial, LLC's sponsor-wide assets declined 47.3%, from $16M to $8M.
Which 401(k) plans are similar in size to Axia Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cnbstl and Ubu 401(k) Plan in MO ($16M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Axia Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller, Canfield, Paddock & Stone P.L.C. 401(k) Capital Accumulation Plan in MI (402 participants, $214M 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 260455770.

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.