401(k) · DOL Form 5500 · 2023

Axios Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,778
Participants Near avg headcount
77th
Percentile by assets National rank
$14,687
Avg per participant Low balance/head
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Official DOL plan name: Wdp Pooled Employer Plan · Sponsored by Axios Advisory Group, LLC · Pennsylvania · Finance & Insurance

$26M in assets, 1,778 participants

Axios Advisory Group, LLC's Wdp Pooled Employer Plan reported $26M in total assets and 1,778 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,784 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Wdp Pooled Employer Plan covers 1,778 participants in Pennsylvania, 2.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $26M.

#5,784
in Finance & Insurance (8,869 peers)
+154.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wdp Pooled Employer Plan's outsized position by total assets

Wdp Pooled Employer Plan vs every filed plan by assets

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

$26,114,246 Top 23% higher than 77% 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

Wdp Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wdp Pooled Employer Plan lands in the large band (1,778 participants).

DOL schedule card

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

Wdp Pooled Employer Plan · $26M · 1,778 · 77th

  • RANK $26M
  • PHOTO 1,778
  • IND 77th
  • EOY 401(k)
  • 5500 near Rab Lighting, Inc. 401(k) Plan
  • ASSETS ind #5784

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 →

Wdp Pooled Employer Plan in the asset neighbourhood

Wdp Pooled Employer Plan$26MRab Lighting, Inc. 401(k) PlanRab Lighting, Inc. 401(k) Pl…$26MEndemol USA, Inc. 401(k) P/S PlanEndemol USA, Inc. 401(k) P/S…$26MAgnc Mortgage Management, LLC 401(k) PlanAgnc Mortgage Management, LL…$26MDelaware North Companies Gaming and Entertainment Inc. West Virginia Retirement Savings PlanDelaware North Companies Gam…$26M
End-of-year total assets ($M) among Wdp Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$26M
Net Income$8M
Employer EIN251722805
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axios Advisory Group, LLC)

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

Nearby 401(k) Plans in Pennsylvania

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

Wdp Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Wdp Pooled Employer Plan, Total assets ($B): 0.026114246 · Participants: 1778Wdp 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
Wdp Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wdp Pooled Employer Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Rab Lighting, Inc. 401(k) Plan in NJ ($26M); by covered participants it is Primesource Retirement Savings Plus Plan in TX (1,778 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,778 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 Wdp Pooled Employer Plan assets move in 2023? ▼
Wdp Pooled Employer Plan surged - up 154.5% during 2023, from $10M to $26M. Reported net income was $8M.
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.
Where does Wdp Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Wdp Pooled Employer Plan ranks in the 77th 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 Wdp Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rab Lighting, Inc. 401(k) Plan in NJ ($26M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Wdp Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Primesource Retirement Savings Plus Plan in TX (1,778 participants, $164M 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.