401(k) · DOL Form 5500 · 2022

Axinn, Veltrop & Harkrider, LLP 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
85
Participants Small participant base
83rd
Percentile by assets National rank
$369,783
Avg per participant High balance/head
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Official DOL plan name: Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff · Sponsored by Axinn, Veltrop & Harkrider, LLP · New York · Professional & Technical Services

$31M in assets, 85 participants

Axinn, Veltrop & Harkrider, LLP's Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported $31M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,116 in Professional & Technical Services (21,562 peers)

Where Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits by assets

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits in the top quartile of all filed plans by assets, $31M for 85 participants (~$369,783/participant), down 11.0% in 2022.

#18,116
in Professional & Technical Services (21,562 peers)
-11.0%
assets change YoY
0.3×
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.

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's outsized position by total assets

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs every filed plan by assets

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

$31,431,565 Top 17% higher than 83% 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

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 133938205 · Axinn, Veltrop & Harkrider, LLP PY 2022 · 401(k)

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff · $31M · 85 · 83rd

  • NET $31M
  • BOOK 85
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Pccp, LLC 401(k) Retirement Savings Plan
  • EBSA ind #18116

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 New York →

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff in the asset neighbourhood

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and StaffAxinn, Veltrop, & Harkrider,…$31MPccp, LLC 401(k) Retirement Savings PlanPccp, LLC 401(k) Retirement …$31MCitizens Bank & Trust Retirement Benefits PlanCitizens Bank & Trust Retire…$31MKrugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing and 401(k) PlanKrugliak, Wilkins, Griffiths…$31MWilliams Tank Lines, Inc. 401(k) Profit Sharing PlanWilliams Tank Lines, Inc. 40…$31M
End-of-year total assets ($M) among Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN133938205
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axinn, Veltrop & Harkrider, LLP)

Sponsor-wide plan assets over time

All Axinn, Veltrop & Harkrider, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$57M 43.394031827135244% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $40M $57.3M ▲ +43.4%
Year Plans Participants Total Assets
2022 2 140 $40M
2023 2 143 $51M
2024 2 138 $57M

Nearby 401(k) Plans in New York

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

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff, Total assets ($B): 0.031431565 · Participants: 85Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and StaffIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs. nearby 401(k) plans in New York, assets vs. participants

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pccp, LLC 401(k) Retirement Savings Plan in CA ($31M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 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 Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff assets move in 2022?
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff pulled back noticeably - down 11.0% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Axinn, Veltrop & Harkrider, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Axinn, Veltrop & Harkrider, LLP's sponsor-wide assets grew 43.4%, from $40M to $57M.
Where does Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff rank by assets among Form 5500 filers?
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff ranks in the 83rd 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 Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff?
Among 401(k) plans in other states, the closest by assets is Pccp, LLC 401(k) Retirement Savings Plan in CA ($31M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff?
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 participants, N/A in assets).