ESOP · DOL Form 5500 · 2023

Axia Consulting, Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
94
Participants
81st
Percentile by assets
$374,532
Avg per participant
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Official DOL plan name: Axia Consulting Employee Stock Ownership Plan · Sponsored by Axia Consulting, Inc. · Ohio · Professional & Technical Services

$35M in assets, 94 participants

Axia Consulting, Inc.'s Axia Consulting Employee Stock Ownership Plan reported $35M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #16,680 in Professional & Technical Services (20,321 peers)

Where Axia Consulting Employee Stock Ownership Plan sits by assets

Axia Consulting Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 94 participants (~$374,532/participant), up 12.9% in 2023.

$35M
total plan assets (2023 EOY)
94
covered participants
81st
percentile by assets (of 127,072 plans)
$374,532
avg assets per participant

Where Axia Consulting Employee Stock Ownership Plan sits by total assets

Axia Consulting Employee Stock Ownership Plan vs every filed plan by assets

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

$35,205,981 Top 19% higher than 81% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axia Consulting Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $251K in the plan year 2023 filing.
  • Axia Consulting Employee Stock Ownership Plan reported participants rose from 62 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Axia Consulting Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Professional & Technical Services

Axia Consulting Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Axia Consulting Employee Stock Ownership Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$23M
Net Income$251K
Employer EIN203160292
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axia Consulting, Inc.)

$40M$50M$60M$70M$80M 202220232024 $50.7M $74.6M ▲ +47.1%
Total plan assets by year, all Axia Consulting, Inc. plans on file
Year Plans Participants Total Assets
2022 2 154 $51M
2023 2 198 $60M
2024 2 241 $75M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Axia Consulting Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Axia Consulting Empl…, Total assets ($B): 0.035205981 · Participants: 94Axia Consulting Empl…Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
Axia Consulting Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Axia Consulting Employee Stock Ownership… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Axia Consulting Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Axia Consulting Employee Stock Ownership Plan assets move in 2023? ▼
Axia Consulting Employee Stock Ownership Plan grew at a solid clip - up 12.9% during 2023, from $31M to $35M. Reported net income was $251K.
How have Axia Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axia Consulting, Inc.'s sponsor-wide assets grew 47.1%, from $51M to $75M.
Where does Axia Consulting Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Axia Consulting Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Axia Consulting Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Management Association, Inc. ESOP in CA ($35M, 487 participants).

Next read for Axia Consulting Employee Stock Ownership…

Scale reading

Ways to act on Axia Consulting Employee Stock Ownership Plan's numbers.

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 203160292.

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.