401(k) · DOL Form 5500 · 2023

Axcess Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
772
Participants Near avg headcount
85th
Percentile by assets National rank
$59,605
Avg per participant Low balance/head
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Official DOL plan name: The Axcess Financial 401(k) Plan · Sponsored by Axcess Financial Services, Inc. · Ohio · Finance & Insurance

$46M in assets, 772 participants

Axcess Financial Services, Inc.'s The Axcess Financial 401(k) Plan reported $46M in total assets and 772 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,788 in Finance & Insurance (8,869 peers)

Where The Axcess Financial 401(k) Plan sits by assets

The Axcess Financial 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 772 participants (~$59,605/participant), up 21.1% in 2023.

#6,788
in Finance & Insurance (8,869 peers)
+21.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Axcess Financial 401(k) Plan's outsized position by total assets

The Axcess Financial 401(k) Plan vs every filed plan by assets

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

$46,014,699 Top 15% higher than 85% 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

The Axcess Financial 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. The Axcess Financial 401(k) Plan sits mid-pack in the medium band (772 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Axcess Financial 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Axcess Financial 401(k) Plan reported participants fell from 1,038 in the plan year 2022 filing to 772 in the plan year 2023 filing.
  • The Axcess Financial 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311485652 · Axcess Financial Services, Inc. PY 2023 · 401(k)

The Axcess Financial 401(k) Plan · $46M · 772 · 85th

  • NET $46M
  • BOOK 772
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Rosecrance 401(k) Savings Plan
  • EBSA ind #6788

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 Ohio →

The Axcess Financial 401(k) Plan in the asset neighbourhood

Ebara Technologies, Inc. 401(k)Savings PlanEbara Technologies, Inc. 401…$46MSeaview Orthopaedics 401(k) PlanSeaview Orthopaedics 401(k) …$46MThe Axcess Financial 401(k) PlanThe Axcess Financial 401(k) …$46MRosecrance 401(k) Savings PlanRosecrance 401(k) Savings Pl…$46MBswift LLC 401(k) Plan$46M
End-of-year total assets ($M) among The Axcess Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN311485652
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axcess Financial Services, Inc.)

Sponsor-wide plan assets over time

All Axcess Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 36.35336287332984% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38M $51.8M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,038 $38M
2023 1 772 $46M
2024 1 774 $52M

Nearby 401(k) Plans in Ohio

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

The Axcess Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Axcess Financial 401(k) Plan, Total assets ($B): 0.046014699 · Participants: 772The Axcess Financial 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Axcess Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Axcess Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Rosecrance 401(k) Savings Plan in IL ($46M); by covered participants it is Associated Terminals, L.L.C. 401(k) Plan in LA (772 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (772 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 The Axcess Financial 401(k) Plan assets move in 2023? ▼
The Axcess Financial 401(k) Plan grew sharply - up 21.1% during 2023, from $38M to $46M. Reported net income was $8M.
How have Axcess Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axcess Financial Services, Inc.'s sponsor-wide assets grew 36.4%, from $38M to $52M.
Where does The Axcess Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
The Axcess Financial 401(k) Plan ranks in the 85th 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 401(k) plans are similar in size to The Axcess Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosecrance 401(k) Savings Plan in IL ($46M, 675 participants).
Which 401(k) plans cover a similar participant headcount to The Axcess Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Terminals, L.L.C. 401(k) Plan in LA (772 participants, $42M 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 311485652.

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.