401(k) · DOL Form 5500 · 2023

Axia Financial, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 338
Participants Below avg headcount: 68th
Percentile by assets National rank: $46,808
Avg per participant Low balance/head

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Official DOL plan name: Axia Financial 401(k) Plan · Sponsored by Axia Financial, LLC · Washington · Finance & Insurance

$16M in assets, 338 participants

Axia Financial, LLC's Axia Financial 401(k) Plan reported $16M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#4,758 in Finance & Insurance (8,869 peers)

Coverage in Washington

Axia Financial 401(k) Plan covers 338 participants in Washington, about 23% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.

#4,758
in Finance & Insurance (8,869 peers): +1.5%
assets growth YoY

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

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

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

$15,821,084 Top 32% higher than 68% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Axia 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. Axia Financial 401(k) Plan sits mid-pack in the medium band (338 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Axia Financial 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $226K in the plan year 2023 filing.
Axia Financial 401(k) Plan reported participants fell from 402 in the plan year 2022 filing to 338 in the plan year 2023 filing.
Axia Financial 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260455770 · Axia Financial, LLC PY 2023 · 401(k)

Axia Financial 401(k) Plan · $16M · 338 · 68th

PCT $16M
EIN 338
RANK 68th
PHOTO 401(k)
IND near Servicemaster Brands 401(k) Plan
EOY ind #4758

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 Washington →

End-of-year total assets ($M) among Axia Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$16M
Net Income	$226K
Employer EIN	260455770
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Axia Financial, LLC)

Latest sponsor-wide plan assets: $8M 47.26156968731951% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	402	$16M
2023	1	338	$16M
2024	1	241	$8M

Nearby 401(k) Plans in Washington

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

Axia Financial 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Axia Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Servicemaster Brands 401(k) Plan in GA ($16M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Servicemaster Brands 401(k) Plan (GA) $16M · 310
Creative Dining Services, Inc. Retirement Savings Plan (MI) $16M · 970
Republican National Committee 401(k) Plan (DC) $16M · 158
Spry Methods 401(k) Plan (VA) $16M · 133

Similar participant headcount

Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.

Tempel Steel Co Savings & Investment Plan (IL) 338 · 0 off
Summit Industrial Construction, LLC Profit Sharing 401(k) Plan (TX) 338 · 0 off
Needham Bank 401(k) Plan (MA) 338 · 0 off
Boeing Intelligence & Analytics 401(k) Profit Sharing Plan (MD) 338 · 0 off

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 Financial 401(k) Plan assets move in 2023? ▼

Axia Financial 401(k) Plan edged up modestly - up 1.5% during 2023, from $16M to $16M. Reported net income was $226K.

How have Axia Financial, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Axia Financial, LLC's sponsor-wide assets declined 47.3%, from $16M to $8M.

Which 401(k) plans are similar in size to Axia Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Servicemaster Brands 401(k) Plan in GA ($16M, 310 participants).

Which 401(k) plans cover a similar participant headcount to Axia Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 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 260455770.