401(k) · DOL Form 5500 · 2023

Pax8, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
994
Participants Near avg headcount
80th
Percentile by assets National rank
$32,369
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pax8 401(k) Plan · Sponsored by Pax8, Inc. · Colorado · Professional & Technical Services

$32M in assets, 994 participants

Pax8, Inc.'s Pax8 401(k) Plan reported $32M in total assets and 994 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,406 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Pax8 401(k) Plan covers 994 participants in Colorado, 2.6x the typical Colorado plan (state average ~376 per filing). Assets: $32M.

#16,406
in Professional & Technical Services (20,321 peers)
+73.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pax8 401(k) Plan's outsized position by total assets

Pax8 401(k) Plan vs every filed plan by assets

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

$32,174,909 Top 20% higher than 80% 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

Pax8 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. Pax8 401(k) Plan sits mid-pack in the medium band (994 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pax8 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Pax8 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Pax8 401(k) Plan reported participants rose from 790 in the plan year 2022 filing to 994 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 900781532 · Pax8, Inc. PY 2023 · 401(k)

Pax8 401(k) Plan · $32M · 994 · 80th

  • BOOK $32M
  • BOOK 994
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Security Lock Distributors, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #16406

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 Colorado →

Pax8 401(k) Plan in the asset neighbourhood

Security Lock Distributors, Inc. 401(k) Profit Sharing Plan and TrustSecurity Lock Distributors, …$32MEndeavor Business Media, Inc. 401(k) PlanEndeavor Business Media, Inc…$32MPax8 401(k) Plan$32MCraig Zinn Automotive Group 401(k) Retirement PlanCraig Zinn Automotive Group …$32MOrlando Magic 401(k) Savings PlanOrlando Magic 401(k) Savings…$32M
End-of-year total assets ($M) among Pax8 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$32M
Net Income$14M
Employer EIN900781532
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pax8, Inc.)

Sponsor-wide plan assets over time

All Pax8, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 153.84023999544877% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.5M $47M ▲ +153.8%
Year Plans Participants Total Assets
2022 1 790 $19M
2023 1 994 $32M
2024 1 1,117 $47M

Nearby 401(k) Plans in Colorado

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

Pax8 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Pax8 401(k) Plan, Total assets ($B): 0.032174909 · Participants: 994Pax8 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Pax8 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Pax8 401(k) Plan side-by-side with 3 peers →

Pax8 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Security Lock Distributors, Inc. 401(k) Profit Sharing Plan and Trust in MA ($32M); by covered participants it is Courtesy Corporation 401(k) Plan in WI (994 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (994 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 Pax8 401(k) Plan assets move in 2023? ▼
Pax8 401(k) Plan surged - up 73.8% during 2023, from $19M to $32M. Reported net income was $14M.
How have Pax8, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pax8, Inc.'s sponsor-wide assets grew 153.8%, from $19M to $47M.
Where does Pax8 401(k) Plan rank by assets among Form 5500 filers? ▼
Pax8 401(k) Plan ranks in the 80th 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 Pax8 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Lock Distributors, Inc. 401(k) Profit Sharing Plan and Trust in MA ($32M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Pax8 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Courtesy Corporation 401(k) Plan in WI (994 participants, $4M 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 900781532.

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.