ESOP · DOL Form 5500 · 2023

Axia Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
328
Participants Below avg headcount
43rd
Percentile by assets National rank
$13,882
Avg per participant Low balance/head
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Official DOL plan name: Axia Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Axia Holdings, Inc. · Washington · Finance & Insurance

$5M in assets, 328 participants

Axia Holdings, Inc.'s Axia Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,652 in Finance & Insurance (8,869 peers)

Coverage in Washington

Axia Holdings, Inc. Employee Stock Ownership Plan covers 328 participants in Washington, about 22% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.

#2,652
in Finance & Insurance (8,869 peers)
-78.2%
assets change YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axia Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Axia Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,553,363 43rd percentile higher than 43% 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

Axia Holdings, Inc. Employee Stock Ownership 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. Axia Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Axia Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$5M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Axia Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Axia Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 399 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811845129 · Axia Holdings, Inc. PY 2023 · ESOP

Axia Holdings, Inc. Employee Stock Ownership Plan · $5M · 328 · 43rd

  • TYPE $5M
  • TYPE 328
  • TYPE 43rd
  • TYPE ESOP
  • TYPE near Roberts Irrigation Company, Inc. Employee Stock Ownership Plan
  • TYPE ind #2652

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 What is an ESOP? → · Plans in Washington →

Axia Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Chemtron Supply Corporation Employee Stock Ownership PlanChemtron Supply Corporation …$5MDix & Eaton Incorporated Employee Stock Ownership PlanDix & Eaton Incorporated Emp…$5MAxia Holdings, Inc. Employee Stock Ownership PlanAxia Holdings, Inc. Employee…$5MRoberts Irrigation Company, Inc. Employee Stock Ownership PlanRoberts Irrigation Company, …$5MGeneral Auto Recycling, Inc. Employee Stock Ownership PlanGeneral Auto Recycling, Inc.…$5M
End-of-year total assets ($M) among Axia Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$4M
Net Income-$16M
Employer EIN811845129
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axia Holdings, Inc.)

Sponsor-wide plan assets over time

All Axia Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 82.1351719395023% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $20.9M $3.73M ▼ -82.2%
Year Plans Participants Total Assets
2022 1 399 $21M
2023 1 328 $5M
2024 1 222 $4M

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Axia Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -101234 Total assets ($B) Participants Axia Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004553363 · Participants: 328Axia Holdings, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Axia Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Axia Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Axia Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Roberts Irrigation Company, Inc. Employee Stock Ownership Plan in WI ($5M); by covered participants it is Mi-T-M Employee Stock Ownership Plan in IA (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Axia Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Axia Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 78.2% during 2023, from $21M to $5M. Reported net income was -$16M.
How have Axia Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axia Holdings, Inc.'s sponsor-wide assets declined 82.1%, from $21M to $4M.
Which ESOP plans are similar in size to Axia Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Roberts Irrigation Company, Inc. Employee Stock Ownership Plan in WI ($5M, 24 participants).
Which ESOP plans cover a similar participant headcount to Axia Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mi-T-M Employee Stock Ownership Plan in IA (328 participants, $15M 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 811845129.

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.