401(k) · DOL Form 5500 · 2023

Audax Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
369
Participants Below avg headcount
88th
Percentile by assets National rank
$169,589
Avg per participant Above avg balance/head
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Official DOL plan name: Audax 401(k) Savings Plan · Sponsored by Audax Management Company, LLC · Massachusetts · Finance & Insurance

$63M in assets, 369 participants

Audax Management Company, LLC's Audax 401(k) Savings Plan reported $63M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,188 in Finance & Insurance (8,869 peers)

Where Audax 401(k) Savings Plan sits by assets

Audax 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $63M for 369 participants (~$169,589/participant), up 31.7% in 2023.

#7,188
in Finance & Insurance (8,869 peers)
+31.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

Audax 401(k) Savings Plan vs every filed plan by assets

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

$62,578,491 Top 12% higher than 88% 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

Audax 401(k) Savings 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. Audax 401(k) Savings Plan sits mid-pack in the medium band (369 participants).

Published 5500 schedule card

Filing strip 923915555 · Audax Management Company, LLC PY 2023 · 401(k)

Audax 401(k) Savings Plan · $63M · 369 · 88th

  • VS-ST $63M
  • BOY 369
  • SCH 88th
  • EBSA 401(k)
  • PART near Sgws of New York Sales, Warehouse and Clerical 401(k) Plan
  • TYPE ind #7188

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 Massachusetts →

Audax 401(k) Savings Plan in the asset neighbourhood

Armstrong International, Inc. Employees' 401(k) PlanArmstrong International, Inc…$63MAudax 401(k) Savings Plan$63MSgws of New York Sales, Warehouse and Clerical 401(k) PlanSgws of New York Sales, Ware…$63MDescartes Systems Group Employee Retirement PlanDescartes Systems Group Empl…$63MDiagnostica Stago, Inc. 401(k) PlanDiagnostica Stago, Inc. 401(…$63M
End-of-year total assets ($M) among Audax 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$63M
Net Income$15M
Employer EIN923915555
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Audax Management Company, LLC)

Sponsor-wide plan assets over time

All Audax Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 28.443662855341145% vs 2023
2024 filing year
$60M$70M$80M$90M 20232024 $62.6M $80.4M ▲ +28.4%
Year Plans Participants Total Assets
2023 1 369 $63M
2024 1 402 $80M

Nearby 401(k) Plans in Massachusetts

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

Audax 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Audax 401(k) Savings Plan, Total assets ($B): 0.062578491 · Participants: 369Audax 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Audax 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Audax 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Sgws of New York Sales, Warehouse and Clerical 401(k) Plan in NY ($63M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Audax 401(k) Savings Plan assets move in 2023? ▼
Audax 401(k) Savings Plan surged - up 31.7% during 2023, from $48M to $63M. Reported net income was $15M.
How have Audax Management Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Audax Management Company, LLC's sponsor-wide assets grew 28.4%, from $63M to $80M.
Where does Audax 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Audax 401(k) Savings Plan ranks in the 88th 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 Audax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sgws of New York Sales, Warehouse and Clerical 401(k) Plan in NY ($63M, 397 participants).
Which 401(k) plans cover a similar participant headcount to Audax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 participants, $23M 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 923915555.

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.