ESOP · DOL Form 5500 · 2023

Axia Consulting, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
94
Participants Small participant base
81st
Percentile by assets National rank
$374,532
Avg per participant High balance/head
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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.

  • #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.

#16,680
in Professional & Technical Services (20,321 peers)
+12.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Axia Consulting Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Axia Consulting Employee Stock Ownership 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. Axia Consulting Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 203160292 · Axia Consulting, Inc. PY 2023 · ESOP

Axia Consulting Employee Stock Ownership Plan · $35M · 94 · 81st

  • EOY $35M
  • 5500 94
  • ASSETS 81st
  • PCT ESOP
  • EIN near The Management Association, Inc. ESOP
  • RANK ind #16680

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 What is an ESOP? → · Plans in Ohio →

Axia Consulting Employee Stock Ownership Plan in the asset neighbourhood

Cogent, Inc. Employee Stock Ownership PlanCogent, Inc. Employee Stock …$35MCommunity Trust Bancorp Inc Employee Stock Ownership PlanCommunity Trust Bancorp Inc …$35MAxia Consulting Employee Stock Ownership PlanAxia Consulting Employee Sto…$35MThe Management Association, Inc. ESOPThe Management Association, …$35MPioneer Power, Inc. Employee Stock Ownership PlanPioneer Power, Inc. Employee…$35M
End-of-year total assets ($M) among Axia Consulting Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Axia Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 47.11623485948233% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.7M $74.6M ▲ +47.1%
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 ($B) Participants Axia Consulting Employee Stock Ownership Plan, Total assets ($B): 0.035205981 · Participants: 94Axia Consulting Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Axia Consulting Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Axia Consulting Employee Stock Ownership Plan side-by-side with 3 peers →

Axia Consulting Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is The Management Association, Inc. ESOP in CA ($35M); by covered participants it is Nusource Holdings, Inc Employee Stock Ownership Plan in MN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 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).
Which ESOP plans cover a similar participant headcount to Axia Consulting Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Nusource Holdings, Inc Employee Stock Ownership Plan in MN (94 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 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.