401(k) · DOL Form 5500 · 2024

Auxo Investment Partners, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
231
Participants Below avg headcount
72nd
Percentile by assets National rank
$93,469
Avg per participant Below avg balance/head
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Official DOL plan name: Auxo Investment Partners, LLC 401(k) Retirement Plan · Sponsored by Auxo Investment Partners, LLC · Michigan · Professional & Technical Services

$22M in assets, 231 participants

Auxo Investment Partners, LLC's Auxo Investment Partners, LLC 401(k) Retirement Plan reported $22M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,348 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Auxo Investment Partners, LLC 401(k) Retirement Plan covers 231 participants in Michigan, about 36% of the average Michigan filer (state average ~638 per filing). Assets: $22M.

#14,348
in Professional & Technical Services (20,173 peers)
+23.8%
assets growth YoY

Auxo Investment Partners, LLC 401(k) Retirement Plan's outsized position by total assets

Auxo Investment Partners, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$21,591,430 Top 28% higher than 72% 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

Auxo Investment Partners, LLC 401(k) Retirement 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. Auxo Investment Partners, LLC 401(k) Retirement Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Auxo Investment Partners, LLC 401(k) Retirement Plan reported net income rose from $432K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Auxo Investment Partners, LLC 401(k) Retirement Plan reported participants rose from 119 in the plan year 2023 filing to 231 in the plan year 2024 filing.
  • Auxo Investment Partners, LLC 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813994795 · Auxo Investment Partners, LLC PY 2024 · 401(k)

Auxo Investment Partners, LLC 401(k) Retirement Plan · $22M · 231 · 72nd

  • NET $22M
  • BOOK 231
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Budweiser of Columbia 401(k) Plan
  • EBSA ind #14348

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 Michigan →

Auxo Investment Partners, LLC 401(k) Retirement Plan in the asset neighbourhood

Auxo Investment Partners, LLC 401(k) Retirement PlanAuxo Investment Partners, LL…$22MBudweiser of Columbia 401(k) PlanBudweiser of Columbia 401(k)…$22MMim Software Inc. 401(k) Plan$22MZeon Chemicals L.P. Savings Plan for Wage EmployeesZeon Chemicals L.P. Savings …$22MWe Transport, Inc. Union 401(k) PlanWe Transport, Inc. Union 401…$22M
End-of-year total assets ($M) among Auxo Investment Partners, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN813994795
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Auxo Investment Partners, LLC)

Sponsor-wide plan assets over time

All Auxo Investment Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.81518890973811% vs 2023
2024 filing year
$16M$18M$20M$22M$24M 20232024 $17.4M $21.6M ▲ +23.8%
Year Plans Participants Total Assets
2023 1 119 $17M
2024 1 231 $22M

Nearby 401(k) Plans in Michigan

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

Auxo Investment Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Auxo Investment Partners, LLC 401(k) Retirement Plan, Total assets ($B): 0.02159143 · Participants: 231Auxo Investment Partners, LLC 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Auxo Investment Partners, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Auxo Investment Partners, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Auxo Investment Partners, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Budweiser of Columbia 401(k) Plan in SC ($22M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Auxo Investment Partners, LLC 401(k) Retirement Plan assets move in 2024? ▼
Auxo Investment Partners, LLC 401(k) Retirement Plan grew sharply - up 23.8% during 2024, from $17M to $22M. Reported net income was $2M.
How have Auxo Investment Partners, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Auxo Investment Partners, LLC's sponsor-wide assets grew 23.8%, from $17M to $22M.
Which 401(k) plans are similar in size to Auxo Investment Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Budweiser of Columbia 401(k) Plan in SC ($22M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Auxo Investment Partners, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 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 813994795.

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.