401(k) · DOL Form 5500 · 2023
Axinn, Veltrop & Harkrider, LLP 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 83
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $470,482
- Avg per participant High balance/head
Official DOL plan name: Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff · Sponsored by Axinn, Veltrop & Harkrider, LLP · New York · Professional & Technical Services
$39M in assets, 83 participants
Axinn, Veltrop & Harkrider, LLP's Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported $39M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,966 in Professional & Technical Services (20,321 peers)
Where Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits by assets
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits in the top quartile of all filed plans by assets, $39M for 83 participants (~$470,482/participant), up 24.2% in 2023.
- #16,966
- in Professional & Technical Services (20,321 peers)
- +24.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's outsized position by total assets
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,049,995 Top 17% higher than 83% 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
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported participants fell from 85 in the plan year 2022 filing to 83 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133938205 · Axinn, Veltrop & Harkrider, LLP PY 2023 · 401(k)
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff · $39M · 83 · 83rd
- PART $39M
- PART 83
- PART 83rd
- PART 401(k)
- PART near Delta Dental of Illinois Retirement Savings Plan
- PART ind #16966
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 New York →
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $8M |
| Employer EIN | 133938205 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Axinn, Veltrop & Harkrider, LLP)
Sponsor-wide plan assets over time
All Axinn, Veltrop & Harkrider, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 43.394031827135244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 140 | $40M |
| 2023 | 2 | 143 | $51M |
| 2024 | 2 | 138 | $57M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Delta Dental of Illinois Retirement Savings Plan in IL ($39M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Delta Dental of Illinois Retirement Savings Plan (IL) $39M · 182
- Loc Performance Products, LLC 401(k) Plan (MI) $39M · 664
- Phreesia, Inc. 401(k) Plan (NC) $39M · 1,080
- Pine Gate Blue Ridge 401(k) Plan (NC) $39M · 1,189
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Brightpearl 401(k) Plan (TX) 83 · 0 off
- Southern Tea, LLC New Jersey 401(k) Plan (GA) 83 · 0 off
- Ikon Group Pension Plan (PR) 83 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.