401(k) · DOL Form 5500 · 2022

Audax Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
320
Participants Below avg headcount
88th
Percentile by assets National rank
$148,535
Avg per participant Above avg balance/head
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Official DOL plan name: Audax 401(k) Savings Plan · Sponsored by Audax Management Company, LLC · Massachusetts · Finance & Insurance

$48M in assets, 320 participants

Audax Management Company, LLC's Audax 401(k) Savings Plan reported $48M in total assets and 320 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,415 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Audax 401(k) Savings Plan covers 320 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $48M.

#7,415
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Audax 401(k) Savings Plan's outsized position by total assets

Audax 401(k) Savings Plan vs every filed plan by assets

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

$47,531,255 Top 12% higher than 88% 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

Audax 401(k) Savings 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. Audax 401(k) Savings Plan sits mid-pack in the medium band (320 participants).

Published 5500 schedule card

Filing strip 043477377 · Audax Management Company, LLC PY 2022 · 401(k)

Audax 401(k) Savings Plan · $48M · 320 · 88th

  • PCT $48M
  • EIN 320
  • RANK 88th
  • PHOTO 401(k)
  • IND near Zelle LLP Profit Sharing/401(k) Plan
  • EOY ind #7415

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 Massachusetts →

Audax 401(k) Savings Plan in the asset neighbourhood

West Liberty Foods, L.L.C. Employee Savings PlanWest Liberty Foods, L.L.C. E…$48MAudax 401(k) Savings Plan$48MZelle LLP Profit Sharing/401(k) PlanZelle LLP Profit Sharing/401…$48MSaber Healthcare 401(k) Profit Sharing PlanSaber Healthcare 401(k) Prof…$48MPrometheus Real Estate Group, Inc. 401(k) PlanPrometheus Real Estate Group…$48M
End-of-year total assets ($M) among Audax 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$48M
Net Income-$4M
Employer EIN043477377
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Audax 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Audax 401(k) Savings Plan, Total assets ($B): 0.047531255 · Participants: 320Audax 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Audax 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Audax 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Zelle LLP Profit Sharing/401(k) Plan in MN ($48M); by covered participants it is Stanpac USA 401(k) Plan in TX (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Audax 401(k) Savings Plan assets move in 2022? ▼
Audax 401(k) Savings Plan pulled back noticeably - down 8.4% during 2022, from $52M to $48M. Reported net income was -$4M.
Where does Audax 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Audax 401(k) Savings Plan ranks in the 88th 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 Audax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zelle LLP Profit Sharing/401(k) Plan in MN ($48M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Audax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stanpac USA 401(k) Plan in TX (320 participants, $1M 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 043477377.

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.