401(k) · DOL Form 5500 · 2024

Axcess Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
774
Participants Near avg headcount
85th
Percentile by assets National rank
$66,948
Avg per participant Below avg balance/head
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Official DOL plan name: The Axcess Financial 401(k) Plan · Sponsored by Axcess Financial Services, Inc. · Ohio · Finance & Insurance

$52M in assets, 774 participants

Axcess Financial Services, Inc.'s The Axcess Financial 401(k) Plan reported $52M in total assets and 774 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,505 in Finance & Insurance (8,549 peers)

Where The Axcess Financial 401(k) Plan sits by assets

The Axcess Financial 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 774 participants (~$66,948/participant), up 12.6% in 2024.

#6,505
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$51,817,669 Top 15% higher than 85% 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

The Axcess 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. The Axcess Financial 401(k) Plan sits mid-pack in the medium band (774 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Axcess Financial 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Axcess Financial 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $52M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311485652 · Axcess Financial Services, Inc. PY 2024 · 401(k)

The Axcess Financial 401(k) Plan · $52M · 774 · 85th

  • NET $52M
  • NET 774
  • NET 85th
  • NET 401(k)
  • NET near Engagesmart, Inc. 401(k) Retirement Plan
  • NET ind #6505

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 Ohio →

The Axcess Financial 401(k) Plan in the asset neighbourhood

The Axcess Financial 401(k) PlanThe Axcess Financial 401(k) …$52MEngagesmart, Inc. 401(k) Retirement PlanEngagesmart, Inc. 401(k) Ret…$52MNoble Network of Charter Schools 401(k) Profit Sharing PlanNoble Network of Charter Sch…$52MPrice Leblanc 401(k) Savings PlanPrice Leblanc 401(k) Savings…$52MSteiner Electric Company Profit Sharing Plan and TrustSteiner Electric Company Pro…$52M
End-of-year total assets ($M) among The Axcess Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN311485652
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axcess Financial Services, Inc.)

Sponsor-wide plan assets over time

All Axcess Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 36.35336287332984% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38M $51.8M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1,038 $38M
2023 1 772 $46M
2024 1 774 $52M

Nearby 401(k) Plans in Ohio

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

The Axcess Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Axcess Financial 401(k) Plan, Total assets ($B): 0.051817669 · Participants: 774The Axcess Financial 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Axcess Financial 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Axcess Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Engagesmart, Inc. 401(k) Retirement Plan in MA ($52M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (774 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (774 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 The Axcess Financial 401(k) Plan assets move in 2024? ▼
The Axcess Financial 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $46M to $52M. Reported net income was $6M.
How have Axcess Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axcess Financial Services, Inc.'s sponsor-wide assets grew 36.4%, from $38M to $52M.
Where does The Axcess Financial 401(k) Plan rank by assets among Form 5500 filers? ▼
The Axcess Financial 401(k) Plan ranks in the 85th 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 The Axcess Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engagesmart, Inc. 401(k) Retirement Plan in MA ($52M, 1,023 participants).
Which 401(k) plans cover a similar participant headcount to The Axcess Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (774 participants, $69M 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 311485652.

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.