401(k) · DOL Form 5500 · 2023

Auxo Investment Partners, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
119
Participants Small participant base
70th
Percentile by assets National rank
$146,541
Avg per participant Above avg balance/head
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Official DOL plan name: Auxo Investment Partners, LLC 401(k) Retirement Plan · Sponsored by Auxo Investment Partners, LLC · Michigan · Professional & Technical Services

$17M in assets, 119 participants

Auxo Investment Partners, LLC's Auxo Investment Partners, LLC 401(k) Retirement Plan reported $17M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,143 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Auxo Investment Partners, LLC 401(k) Retirement Plan covers 119 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $17M.

#14,143
in Professional & Technical Services (20,321 peers)
+2.9%
assets growth YoY

Auxo Investment Partners, LLC 401(k) Retirement Plan's outsized position by total assets

Auxo Investment Partners, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$17,438,434 Top 30% higher than 70% 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

Auxo Investment Partners, LLC 401(k) Retirement 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. Auxo Investment Partners, LLC 401(k) Retirement Plan sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 813994795 · Auxo Investment Partners, LLC PY 2023 · 401(k)

Auxo Investment Partners, LLC 401(k) Retirement Plan · $17M · 119 · 70th

  • BOOK $17M
  • VS-ST 119
  • BOY 70th
  • SCH 401(k)
  • EBSA near 403(b) Thrift Plan for Children's Friend and Service
  • PART ind #14143

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 Michigan →

Auxo Investment Partners, LLC 401(k) Retirement Plan in the asset neighbourhood

Auxo Investment Partners, LLC 401(k) Retirement PlanAuxo Investment Partners, LL…$17M403(b) Thrift Plan for Children's Friend and Service403(b) Thrift Plan for Child…$17MWomen's Specialists of New Mexico Ltd. Profit Sharing 401(k) PlanWomen's Specialists of New M…$17MArtesia General Hospital 401(k) PlanArtesia General Hospital 401…$17MArt Supply Enterprises, Inc. 401(k) Profit Sharing PlanArt Supply Enterprises, Inc.…$17M
End-of-year total assets ($M) among Auxo Investment Partners, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$432K
Employer EIN813994795
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Auxo Investment Partners, LLC)

Sponsor-wide plan assets over time

All Auxo Investment Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.81518890973811% vs 2023
2024 filing year
$16M$18M$20M$22M$24M 20232024 $17.4M $21.6M ▲ +23.8%
Year Plans Participants Total Assets
2023 1 119 $17M
2024 1 231 $22M

Nearby 401(k) Plans in Michigan

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

Auxo Investment Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Auxo Investment Partners, LLC 401(k) Retirement Plan, Total assets ($B): 0.017438434 · Participants: 119Auxo Investment Partners, LLC 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Auxo Investment Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Auxo Investment Partners, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Auxo Investment Partners, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is 403(b) Thrift Plan for Children's Friend and Service in RI ($17M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Auxo Investment Partners, LLC 401(k) Retirement Plan assets move in 2023? ▼
Auxo Investment Partners, LLC 401(k) Retirement Plan edged up modestly - up 2.9% during 2023, from $17M to $17M. Reported net income was $432K.
How have Auxo Investment Partners, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Auxo Investment Partners, LLC's sponsor-wide assets grew 23.8%, from $17M to $22M.
Which 401(k) plans are similar in size to Auxo Investment Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Children's Friend and Service in RI ($17M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Auxo Investment Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 813994795.

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.