401(k) · DOL Form 5500 · 2024

Axios Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
94
Participants Small participant base
48th
Percentile by assets National rank
$72,962
Avg per participant Below avg balance/head
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Official DOL plan name: Freedom Fiduciaries Pooled Employer Plan · Sponsored by Axios Advisory Group, LLC · Pennsylvania · Finance & Insurance

$7M in assets, 94 participants

Axios Advisory Group, LLC's Freedom Fiduciaries Pooled Employer Plan reported $7M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,803 in Finance & Insurance (8,549 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 Freedom Fiduciaries Pooled Employer Plan at $7M / 94 participants.

#2,803
in Finance & Insurance (8,549 peers)
+362.5%
assets growth YoY

Freedom Fiduciaries Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Freedom Fiduciaries Pooled Employer Plan vs every filed plan by assets

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

$6,858,428 48th percentile higher than 48% 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

Freedom Fiduciaries Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Freedom Fiduciaries Pooled Employer Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Freedom Fiduciaries Pooled Employer Plan reported net income rose from $156K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Freedom Fiduciaries Pooled Employer Plan end-of-year assets rose from $1M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Freedom Fiduciaries Pooled Employer Plan reported participants rose from N/A in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 251722805 · Axios Advisory Group, LLC PY 2024 · 401(k)

Freedom Fiduciaries Pooled Employer Plan · $7M · 94 · 48th

  • RANK $7M
  • PHOTO 94
  • IND 48th
  • EOY 401(k)
  • 5500 near Main Street 401(k) Plan
  • ASSETS ind #2803

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 →

Freedom Fiduciaries Pooled Employer Plan in the asset neighbourhood

Freedom Fiduciaries Pooled Employer PlanFreedom Fiduciaries Pooled E…$7MMain Street 401(k) Plan$7MGlen J Lerner Esq 401(k) Profit Sharing Plan & TrustGlen J Lerner Esq 401(k) Pro…$7MSulphur River Energy LLC 401(k) PlanSulphur River Energy LLC 401…$7MHerman & Chamow, Certified Public Accountants Profit Sharing PlanHerman & Chamow, Certified P…$7M
End-of-year total assets ($M) among Freedom Fiduciaries Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN251722805
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Freedom Fiduciaries Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Freedom Fiduciaries Pooled Employer Plan, Total assets ($B): 0.006858428 · Participants: 94Freedom Fiduciaries Pooled Employer 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
Freedom Fiduciaries Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Freedom Fiduciaries Pooled Employer Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Main Street 401(k) Plan in AL ($7M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Freedom Fiduciaries Pooled Employer Plan assets move in 2024? ▼
Freedom Fiduciaries Pooled Employer Plan surged - up 362.5% during 2024, from $1M to $7M. Reported net income was $2M.
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 Freedom Fiduciaries Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Main Street 401(k) Plan in AL ($7M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Freedom Fiduciaries Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 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.