401(k) · DOL Form 5500 · 2022

Axios Advisory Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
367
Participants Below avg headcount
62nd
Percentile by assets National rank
$23,625
Avg per participant Low balance/head
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Official DOL plan name: Apb Elite Pooled Employer Plan · Sponsored by Axios Advisory Group, Ltd. · Pennsylvania · Finance & Insurance

$9M in assets, 367 participants

Axios Advisory Group, Ltd.'s Apb Elite Pooled Employer Plan reported $9M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,201 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Apb Elite Pooled Employer Plan covers 367 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#4,201
in Finance & Insurance (9,261 peers)
+87.3%
assets growth YoY

Apb Elite Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Apb Elite Pooled Employer Plan vs every filed plan by assets

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

$8,670,513 Top 38% higher than 62% 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

Apb Elite Pooled Employer 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. Apb Elite Pooled Employer Plan sits mid-pack in the medium band (367 participants).

DOL schedule card

Filing strip 251722805 · Axios Advisory Group, Ltd. PY 2022 · 401(k)

Apb Elite Pooled Employer Plan · $9M · 367 · 62nd

  • ASSETS $9M
  • PCT 367
  • EIN 62nd
  • RANK 401(k)
  • PHOTO near Women's Healthfirst, LLC Profit Sharing Plan
  • IND ind #4201

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 Pennsylvania →

Apb Elite Pooled Employer Plan in the asset neighbourhood

Apb Elite Pooled Employer PlanApb Elite Pooled Employer Pl…$9MWomen's Healthfirst, LLC Profit Sharing PlanWomen's Healthfirst, LLC Pro…$9MTavis Corporation 401(k) Profit Sharing PlanTavis Corporation 401(k) Pro…$9MJohnson Architectural Metal Company 401(k)PlanJohnson Architectural Metal …$9MBignell Watkins Hasser Architects, P.C. 401(k) Profit Sharing PlanBignell Watkins Hasser Archi…$9M
End-of-year total assets ($M) among Apb Elite Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$804K
Employer EIN251722805
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axios Advisory Group, Ltd.)

Sponsor-wide plan assets over time

All Axios Advisory Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 996.167550870404% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $8.67M $95M ▲ +996.2%
Year Plans Participants Total Assets
2022 1 367 $9M
2023 4 2,403 $48M
2024 4 4,487 $95M

Nearby 401(k) Plans in Pennsylvania

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

Apb Elite Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Apb Elite Pooled Employer Plan, Total assets ($B): 0.008670513 · Participants: 367Apb Elite Pooled Employer PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Apb Elite Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Apb Elite Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Women's Healthfirst, LLC Profit Sharing Plan in IL ($9M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Apb Elite Pooled Employer Plan assets move in 2022?
Apb Elite Pooled Employer Plan surged - up 87.3% during 2022, from $5M to $9M. Reported net income was $804K.
How have Axios Advisory Group, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Axios Advisory Group, Ltd.'s sponsor-wide assets grew 996.2%, from $9M to $95M.
Which 401(k) plans are similar in size to Apb Elite Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Women's Healthfirst, LLC Profit Sharing Plan in IL ($9M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Apb Elite Pooled Employer Plan?
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M in assets).