401(k) · DOL Form 5500 · 2024

Axcelus Financial Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
101
Participants Small participant base
76th
Percentile by assets National rank
$279,579
Avg per participant High balance/head
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Official DOL plan name: Axcelus Financial 401(k) Plan · Sponsored by Axcelus Financial Life Insurance Company · Pennsylvania · Finance & Insurance

$28M in assets, 101 participants

Axcelus Financial Life Insurance Company's Axcelus Financial 401(k) Plan reported $28M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,427 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Axcelus Financial 401(k) Plan covers 101 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#5,427
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Axcelus Financial 401(k) Plan's outsized position by total assets

Axcelus Financial 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,237,443 Top 24% higher than 76% of 123,620 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 2024

Axcelus Financial 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axcelus Financial 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axcelus Financial 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Axcelus Financial 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 520795747 · Axcelus Financial Life Insurance Company PY 2024 · 401(k)

Axcelus Financial 401(k) Plan · $28M · 101 · 76th

  • BOY $28M
  • SCH 101
  • EBSA 76th
  • PART 401(k)
  • TYPE near Excel Orthopaedic Specialists 401(k) Profit Sharing Plan
  • NET ind #5427

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 →

Axcelus Financial 401(k) Plan in the asset neighbourhood

Axcelus Financial 401(k) Plan$28MExcel Orthopaedic Specialists 401(k) Profit Sharing PlanExcel Orthopaedic Specialist…$28MBoulder Scientific Company 401(k) Savings & Retirement PlanBoulder Scientific Company 4…$28MSilver Star Brands 401(k) PlanSilver Star Brands 401(k) Pl…$28MDB Consulting Group, Inc. 401(k) PlanDB Consulting Group, Inc. 40…$28M
End-of-year total assets ($M) among Axcelus Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN520795747
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axcelus Financial Life Insurance Company)

Sponsor-wide plan assets over time

All Axcelus Financial Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.87975030493116% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.1M $28.2M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 100 $21M
2023 1 101 $26M
2024 1 101 $28M

Nearby 401(k) Plans in Pennsylvania

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

Axcelus Financial 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Axcelus Financial 401(k) Plan, Total assets ($B): 0.028237443 · Participants: 101Axcelus Financial 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Axcelus Financial 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Axcelus Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Excel Orthopaedic Specialists 401(k) Profit Sharing Plan in MA ($28M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Axcelus Financial 401(k) Plan assets move in 2024? ▼
Axcelus Financial 401(k) Plan grew at a solid clip - up 9.1% during 2024, from $26M to $28M. Reported net income was $2M.
How have Axcelus Financial Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axcelus Financial Life Insurance Company's sponsor-wide assets grew 33.9%, from $21M to $28M.
Where does Axcelus Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
Axcelus Financial 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Axcelus Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Excel Orthopaedic Specialists 401(k) Profit Sharing Plan in MA ($28M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Axcelus Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520795747.

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.