401(k) · DOL Form 5500 · 2023

Axa Assistance USA, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
201
Participants Below avg headcount
75th
Percentile by assets National rank
$115,990
Avg per participant Below avg balance/head
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Official DOL plan name: Axa Assistance USA, Inc. 401(k) Plan · Sponsored by Axa Assistance USA, Inc. · Illinois · Finance & Insurance

$23M in assets, 201 participants

Axa Assistance USA, Inc.'s Axa Assistance USA, Inc. 401(k) Plan reported $23M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,560 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Axa Assistance USA, Inc. 401(k) Plan covers 201 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#5,560
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Axa Assistance USA, Inc. 401(k) Plan's outsized position by total assets

Axa Assistance USA, Inc. 401(k) Plan vs every filed plan by assets

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

$23,314,037 Top 25% higher than 75% 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

Axa Assistance USA, Inc. 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. Axa Assistance USA, Inc. 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axa Assistance USA, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Axa Assistance USA, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Axa Assistance USA, Inc. 401(k) Plan reported participants fell from 208 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363235090 · Axa Assistance USA, Inc. PY 2023 · 401(k)

Axa Assistance USA, Inc. 401(k) Plan · $23M · 201 · 75th

  • 5500 $23M
  • 5500 201
  • 5500 75th
  • 5500 401(k)
  • 5500 near The Villages Health System Employees Savings Plan
  • 5500 ind #5560

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 Illinois →

Axa Assistance USA, Inc. 401(k) Plan in the asset neighbourhood

Sennheiser Electronic Corporation 401(k) PlanSennheiser Electronic Corpor…$23MAxa Assistance USA, Inc. 401(k) PlanAxa Assistance USA, Inc. 401…$23MThe Villages Health System Employees Savings PlanThe Villages Health System E…$23MSuper Excavator, Inc. 401(k) PlanSuper Excavator, Inc. 401(k)…$23MBrosz Engineering, Inc. 401(k) Profit Sharing PlanBrosz Engineering, Inc. 401(…$23M
End-of-year total assets ($M) among Axa Assistance USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN363235090
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axa Assistance USA, Inc.)

Sponsor-wide plan assets over time

All Axa Assistance USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.66624107065516% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.5M $26.5M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 208 $19M
2023 1 201 $23M
2024 1 210 $26M

Nearby 401(k) Plans in Illinois

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

Axa Assistance USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Axa Assistance USA, Inc. 401(k) Plan, Total assets ($B): 0.023314037 · Participants: 201Axa Assistance USA, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Axa Assistance USA, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Axa Assistance USA, Inc. 401(k) Plan side-by-side with 3 peers →

Axa Assistance USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Villages Health System Employees Savings Plan in FL ($23M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Axa Assistance USA, Inc. 401(k) Plan assets move in 2023? ▼
Axa Assistance USA, Inc. 401(k) Plan grew sharply - up 25.7% during 2023, from $19M to $23M. Reported net income was $5M.
How have Axa Assistance USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axa Assistance USA, Inc.'s sponsor-wide assets grew 42.7%, from $19M to $26M.
Where does Axa Assistance USA, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Axa Assistance USA, Inc. 401(k) Plan ranks in the 75th 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 Axa Assistance USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Villages Health System Employees Savings Plan in FL ($23M, 615 participants).
Which 401(k) plans cover a similar participant headcount to Axa Assistance USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 363235090.

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.