401(k) · DOL Form 5500 · 2023

Axogen Corporation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
395
Participants Below avg headcount
79th
Percentile by assets National rank
$77,340
Avg per participant Below avg balance/head
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Official DOL plan name: Axogen Corporation 401(k) Plan · Sponsored by Axogen Corporation · Florida · Professional & Technical Services

$31M in assets, 395 participants

Axogen Corporation's Axogen Corporation 401(k) Plan reported $31M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,258 in Professional & Technical Services (20,321 peers)

Where Axogen Corporation 401(k) Plan sits by assets

Axogen Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 395 participants (~$77,340/participant), up 24.4% in 2023.

#16,258
in Professional & Technical Services (20,321 peers)
+24.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Axogen Corporation 401(k) Plan vs every filed plan by assets

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

$30,549,261 Top 21% higher than 79% 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

Axogen Corporation 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. Axogen Corporation 401(k) Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axogen Corporation 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Axogen Corporation 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Axogen Corporation 401(k) Plan reported participants fell from 424 in the plan year 2022 filing to 395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550805988 · Axogen Corporation PY 2023 · 401(k)

Axogen Corporation 401(k) Plan · $31M · 395 · 79th

  • NET $31M
  • BOOK 395
  • VS-ST 79th
  • BOY 401(k)
  • SCH near Heritage 401(k) Plan
  • EBSA ind #16258

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 Florida →

Axogen Corporation 401(k) Plan in the asset neighbourhood

Axogen Corporation 401(k) PlanAxogen Corporation 401(k) Pl…$31MHeritage 401(k) Plan$31MSouthwest Missouri Bancorporation, Inc. Employee Stock Ownership PlanSouthwest Missouri Bancorpor…$31MBrevan Howard 401(k) Plan$31MChapman and Cutler LLP Salary Deferral Plan for Attorney EmployeesChapman and Cutler LLP Salar…$31M
End-of-year total assets ($M) among Axogen Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN550805988
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axogen Corporation)

Sponsor-wide plan assets over time

All Axogen Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$38M 53.11146045856788% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $37.6M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 424 $25M
2023 1 395 $31M
2024 1 431 $38M

Nearby 401(k) Plans in Florida

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

Axogen Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Axogen Corporation 401(k) Plan, Total assets ($B): 0.030549261 · Participants: 395Axogen Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Axogen Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Axogen Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Heritage 401(k) Plan in CA ($31M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Axogen Corporation 401(k) Plan assets move in 2023? ▼
Axogen Corporation 401(k) Plan grew sharply - up 24.4% during 2023, from $25M to $31M. Reported net income was $6M.
How have Axogen Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axogen Corporation's sponsor-wide assets grew 53.1%, from $25M to $38M.
Where does Axogen Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Axogen Corporation 401(k) Plan ranks in the 79th 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 Axogen Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage 401(k) Plan in CA ($31M, 738 participants).
Which 401(k) plans cover a similar participant headcount to Axogen Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 550805988.

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.