401(k) · DOL Form 5500 · 2023

Axial Benefits Group, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
24th
Percentile by assets National rank
$64,611
Avg per participant Low balance/head
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Official DOL plan name: Axial Benefits Group 401(k) Profit Sharing Plan · Sponsored by Axial Benefits Group, LLC · Massachusetts · Finance & Insurance

$1M in assets, 16 participants

Axial Benefits Group, LLC's Axial Benefits Group 401(k) Profit Sharing Plan reported $1M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,373 in Finance & Insurance (8,869 peers)

Axial Benefits Group, LLC multi-year trail

Axial Benefits Group, LLC's plans moved +48.7% in assets from 2022 to 2024; this filing shows Axial Benefits Group 401(k) Profit Sharing Plan at $1M / 16 participants.

#1,373
in Finance & Insurance (8,869 peers)
+41.3%
assets growth YoY

Axial Benefits Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Axial Benefits Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,033,776 24th percentile higher than 24% of 127,068 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 2023

Axial Benefits Group 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axial Benefits Group 401(k) Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axial Benefits Group 401(k) Profit Sharing Plan reported net income rose from $23K in the plan year 2022 filing to $302K in the plan year 2023 filing.
  • Axial Benefits Group 401(k) Profit Sharing Plan end-of-year assets rose from $732K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Axial Benefits Group 401(k) Profit Sharing Plan reported participants rose from 15 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 412125076 · Axial Benefits Group, LLC PY 2023 · 401(k)

Axial Benefits Group 401(k) Profit Sharing Plan · $1M · 16 · 24th

  • EBSA $1M
  • EBSA 16
  • EBSA 24th
  • EBSA 401(k)
  • EBSA near Theramatrix, Inc. 401(k) Plan
  • EBSA ind #1373

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 →

Axial Benefits Group 401(k) Profit Sharing Plan in the asset neighbourhood

Axial Benefits Group 401(k) Profit Sharing PlanAxial Benefits Group 401(k) …$1MTheramatrix, Inc. 401(k) Plan$1MCapriati Construction Corporation Retirement Savings PlanCapriati Construction Corpor…$1MJjj Flooring Inc. 401(k) Plan$1MAirlinx Aircraft Solo 401(k) PlanAirlinx Aircraft Solo 401(k)…$1M
End-of-year total assets ($M) among Axial Benefits Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Axial Benefits Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Axial Benefits Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 48.68766206871098% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.73M $1.09M ▲ +49.3%
Year Plans Participants Total Assets
2022 1 15 $732K
2023 1 16 $1M
2024 2 15 $1M

Axial Benefits Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$732K
Net Assets (End of Year)$1M
Net Income$302K
Employer EIN412125076
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Axial Benefits Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Axial Benefits Group 401(k) Profit Sharing Plan, Total assets ($B): 0.001033776 · Participants: 16Axial Benefits Group 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Axial Benefits Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Axial Benefits Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Axial Benefits Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Theramatrix, Inc. 401(k) Plan in MI ($1M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Axial Benefits Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Axial Benefits Group 401(k) Profit Sharing Plan surged - up 41.3% during 2023, from $732K to $1M. Reported net income was $302K.
How have Axial Benefits Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axial Benefits Group, LLC's sponsor-wide assets grew 48.7%, from $732K to $1M.
Where does Axial Benefits Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Axial Benefits Group 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Axial Benefits Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Theramatrix, Inc. 401(k) Plan in MI ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Axial Benefits Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 412125076.

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.