401(k) · DOL Form 5500 · 2023
Axley Brynelson, LLP 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $831,278
- Avg per participant High balance/head
Official DOL plan name: Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan · Sponsored by Axley Brynelson, LLP · Wisconsin · Professional & Technical Services
$82M in assets, 99 participants
Axley Brynelson, LLP's Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan reported $82M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,516 in Professional & Technical Services (20,321 peers)
Where Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan sits by assets
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan sits in the top 10% of all filed plans by assets, $82M for 99 participants (~$831,278/participant), up 11.6% in 2023.
- #18,516
- in Professional & Technical Services (20,321 peers)
- +11.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan's outsized position by total assets
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$82,296,568 Top 10% higher than 90% 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
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan reported net income rose from -$15M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $74M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan reported participants fell from 103 in the plan year 2022 filing to 99 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390804160 · Axley Brynelson, LLP PY 2023 · 401(k)
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan · $82M · 99 · 90th
- RANK $82M
- PHOTO 99
- IND 90th
- EOY 401(k)
- 5500 near Dhi 401(k) Plan
- ASSETS ind #18516
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 Wisconsin →
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $9M |
| Employer EIN | 390804160 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Axley Brynelson, LLP)
Sponsor-wide plan assets over time
All Axley Brynelson, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 24.81645473521685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $74M |
| 2023 | 1 | 99 | $82M |
| 2024 | 1 | 108 | $92M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Dhi 401(k) Plan in CO ($82M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Dhi 401(k) Plan (CO) $82M · 532
- Sutter Medical Group of the Redwoods, Inc. 401(k) Profit Sharing Plan (CA) $82M · 121
- Central Employees Savings Plan (MI) $82M · 5,379
- Vimeo 401(k) Retirement Savings Plan (NY) $82M · 743
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Arj Infusion Services, Inc. Employees Savings Trust (KS) 99 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 99 · 0 off
- Develey USA 401(k) Plan (TN) 99 · 0 off
- U.S. Paint Employees Retirement Plan (MO) 99 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.