401(k) · DOL Form 5500 · 2023

Schvey Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
140
Participants Small participant base
48th
Percentile by assets National rank
$42,986
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axoni 401(k) Plan · Sponsored by Schvey Inc. · New York · Information & Media

$6M in assets, 140 participants

Schvey Inc.'s Axoni 401(k) Plan reported $6M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #921 in Information & Media (2,818 peers)

Coverage in New York

Axoni 401(k) Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $6M.

#921
in Information & Media (2,818 peers)
+40.9%
assets growth YoY

Axoni 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Axoni 401(k) Plan vs every filed plan by assets

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

$6,017,977 48th percentile higher than 48% 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

Axoni 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axoni 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axoni 401(k) Plan reported net income rose from $322K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Axoni 401(k) Plan reported participants rose from 95 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Axoni 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464228432 · Schvey Inc. PY 2023 · 401(k)

Axoni 401(k) Plan · $6M · 140 · 48th

  • ASSETS $6M
  • ASSETS 140
  • ASSETS 48th
  • ASSETS 401(k)
  • ASSETS near The Financial Advisory Group, Inc. 401(k) Plan
  • ASSETS ind #921

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 Information & Media retirement plans → · Plans in New York →

Axoni 401(k) Plan in the asset neighbourhood

Axoni 401(k) Plan$6MThe Financial Advisory Group, Inc. 401(k) PlanThe Financial Advisory Group…$6MEmployee Benefits Plan of East Arkansas Area Agency on Aging IncEmployee Benefits Plan of Ea…$6MDutton & Associates PC Retirement Savings PlanDutton & Associates PC Retir…$6MInstitutional Equipment Inc. Retirement PlanInstitutional Equipment Inc.…$6M
End-of-year total assets ($M) among Axoni 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN464228432
Plan Effective Date2018-01-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Schvey Inc.)

Sponsor-wide plan assets over time

All Schvey Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.788501570011263% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.27M $4.77M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 95 $4M
2023 1 140 $6M
2024 1 118 $5M

Nearby 401(k) Plans in New York

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

Axoni 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Axoni 401(k) Plan, Total assets ($B): 0.006017977 · Participants: 140Axoni 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Axoni 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Axoni 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Financial Advisory Group, Inc. 401(k) Plan in TX ($6M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Axoni 401(k) Plan assets move in 2023? ▼
Axoni 401(k) Plan surged - up 40.9% during 2023, from $4M to $6M. Reported net income was $2M.
How have Schvey Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schvey Inc.'s sponsor-wide assets grew 11.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Axoni 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Financial Advisory Group, Inc. 401(k) Plan in TX ($6M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Axoni 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 464228432.

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.