401(k) · DOL Form 5500 · 2024

Efolder, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
136
Participants Small participant base
29th
Percentile by assets National rank
$13,555
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axcient 401(k) and Profit Sharing Plan · Sponsored by Efolder, Inc. · Colorado · Professional & Technical Services

$2M in assets, 136 participants

Efolder, Inc.'s Axcient 401(k) and Profit Sharing Plan reported $2M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,877 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Axcient 401(k) and Profit Sharing Plan covers 136 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $2M.

#4,877
in Professional & Technical Services (20,173 peers)
-76.1%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axcient 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Axcient 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,843,501 29th percentile higher than 29% 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

Axcient 401(k) and Profit Sharing 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. Axcient 401(k) and Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axcient 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Axcient 401(k) and Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Axcient 401(k) and Profit Sharing Plan reported participants fell from 139 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470897323 · Efolder, Inc. PY 2024 · 401(k)

Axcient 401(k) and Profit Sharing Plan · $2M · 136 · 29th

  • ASSETS $2M
  • PCT 136
  • EIN 29th
  • RANK 401(k)
  • PHOTO near Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust
  • IND ind #4877

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 Colorado →

Axcient 401(k) and Profit Sharing Plan in the asset neighbourhood

Axcient 401(k) and Profit Sharing PlanAxcient 401(k) and Profit Sh…$2MScott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and TrustScott I. Morrison, Opt, P.C.…$2MBrickworks Dental 401(k) Plan$2MEssay Management Services LLC Retirement PlanEssay Management Services LL…$2MCoast Seafood USA LLC 401(k) Profit Sharing Plan & TrustCoast Seafood USA LLC 401(k)…$2M
End-of-year total assets ($M) among Axcient 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$2M
Net Income-$6M
Employer EIN470897323
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Efolder, Inc.)

Sponsor-wide plan assets over time

All Efolder, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 69.7127501941521% vs 2022
2024 filing year
$0M$2M$4M$6M$8M$10M 202220232024 $6.09M $1.84M ▼ -69.8%
Year Plans Participants Total Assets
2022 1 137 $6M
2023 1 139 $8M
2024 1 136 $2M

Nearby 401(k) Plans in Colorado

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

Axcient 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Axcient 401(k) and Profit Sharing Plan, Total assets ($B): 0.001843501 · Participants: 136Axcient 401(k) and Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Axcient 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Axcient 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Axcient 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust in NY ($2M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Axcient 401(k) and Profit Sharing Plan assets move in 2024? ▼
Axcient 401(k) and Profit Sharing Plan contracted severely - down 76.1% during 2024, from $8M to $2M. Reported net income was -$6M.
How have Efolder, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Efolder, Inc.'s sponsor-wide assets declined 69.7%, from $6M to $2M.
Which 401(k) plans are similar in size to Axcient 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scott I. Morrison, Opt, P.C. 401(k) Profit Sharing Plan and Trust in NY ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Axcient 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 470897323.

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.