401(k) · DOL Form 5500 · 2023

Axios Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
625
Participants Below avg headcount
72nd
Percentile by assets National rank
$31,396
Avg per participant Low balance/head
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Official DOL plan name: Apb Elite Pooled Employer Plan · Sponsored by Axios Advisory Group, LLC · Pennsylvania · Finance & Insurance

$20M in assets, 625 participants

Axios Advisory Group, LLC's Apb Elite Pooled Employer Plan reported $20M in total assets and 625 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,207 in Finance & Insurance (8,869 peers)

Axios Advisory Group, LLC multi-year trail

Axios Advisory Group, LLC's plans moved +996.2% in assets from 2022 to 2024; this filing shows Apb Elite Pooled Employer Plan at $20M / 625 participants.

#5,207
in Finance & Insurance (8,869 peers)
+126.3%
assets growth YoY

Apb Elite Pooled Employer Plan's outsized position by total assets

Apb Elite Pooled Employer Plan vs every filed plan by assets

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

$19,622,657 Top 28% higher than 72% 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

Apb Elite Pooled Employer 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. Apb Elite Pooled Employer Plan sits mid-pack in the medium band (625 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apb Elite Pooled Employer Plan reported net income rose from $804K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Apb Elite Pooled Employer Plan end-of-year assets rose from $9M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Apb Elite Pooled Employer Plan reported participants rose from 367 in the plan year 2022 filing to 625 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251722805 · Axios Advisory Group, LLC PY 2023 · 401(k)

Apb Elite Pooled Employer Plan · $20M · 625 · 72nd

  • ASSETS $20M
  • PCT 625
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Grand Traverse Band Economic Development Corporation 401(k) Savings Plan
  • IND ind #5207

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 Pennsylvania →

Apb Elite Pooled Employer Plan in the asset neighbourhood

Detroit Zoological Society Retirement PlanDetroit Zoological Society R…$20MApb Elite Pooled Employer PlanApb Elite Pooled Employer Pl…$20MGrand Traverse Band Economic Development Corporation 401(k) Savings PlanGrand Traverse Band Economic…$20MSeibels Employees' Profit Sharing and Savings PlanSeibels Employees' Profit Sh…$20MModere, Inc. 401(k) Profit Sharing PlanModere, Inc. 401(k) Profit S…$20M
End-of-year total assets ($M) among Apb Elite Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Axios Advisory Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Axios Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 996.167550870404% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $8.67M $95M ▲ +996.2%
Year Plans Participants Total Assets
2022 1 367 $9M
2023 4 2,403 $48M
2024 4 4,487 $95M

Axios Advisory Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN251722805
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Apb Elite Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Apb Elite Pooled Employer Plan, Total assets ($B): 0.019622657 · Participants: 625Apb Elite Pooled Employer PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Apb Elite Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Apb Elite Pooled Employer Plan side-by-side with 3 peers →

Apb Elite Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Grand Traverse Band Economic Development Corporation 401(k) Savings Plan in MI ($20M); by covered participants it is Cherry Creek Mortgage, LLC. Employees Savings Trust in CO (625 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (625 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 Apb Elite Pooled Employer Plan assets move in 2023? ▼
Apb Elite Pooled Employer Plan surged - up 126.3% during 2023, from $9M to $20M. Reported net income was $5M.
How have Axios Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axios Advisory Group, LLC's sponsor-wide assets grew 996.2%, from $9M to $95M.
Which 401(k) plans are similar in size to Apb Elite Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Traverse Band Economic Development Corporation 401(k) Savings Plan in MI ($20M, 622 participants).
Which 401(k) plans cover a similar participant headcount to Apb Elite Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cherry Creek Mortgage, LLC. Employees Savings Trust in CO (625 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 251722805.

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.