401(k) · DOL Form 5500 · 2024
Auxo Investment Partners, LLC 401(k) Plan
Data updated 2026-08-11
- $22M
- Total assets
- 231
- Participants
- 72nd
- Percentile by assets
- $93,469
- Avg per participant
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.
- 72nd percentile by assets (of 123,622 plans)
- #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.
- $22M
- total plan assets (2024 EOY)
- 231
- covered participants
- 72nd
- percentile by assets (of 123,622 plans)
- $93,469
- avg assets per participant
Where Auxo Investment Partners, LLC 401(k) Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Auxo Investment Partners, LLC 401(k) Retirement Plan reports 231 participants - about 36% of that state average ($22M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 813994795 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Auxo Investment Partners, LLC)
| 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
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Auxo Investment Partners, LLC 401(k) Retirement Plan by total assets, not by location.
- Budweiser of Columbia 401(k) Plan (SC) $22M · 276
- Mim Software Inc. 401(k) Plan (OH) $22M · 262
- Zeon Chemicals L.P. Savings Plan for Wage Employees (KY) $22M · 96
- We Transport, Inc. Union 401(k) Plan (NY) $22M · 2,979
Frequently Asked Questions
How did Auxo Investment Partners, LLC 401(k) Retirement Plan assets move in 2024? ▼
How have Auxo Investment Partners, LLC plan assets changed over time? ▼
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Filing takeaways
Ways to act on Auxo Investment Partners, LLC 401(k) Retirement Plan's numbers.
- By total assets, Auxo Investment Partners, LLC 401(k) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- Auxo Investment Partners, LLC's sponsor-wide assets have grown 23.8% since 2023 across 2 plan years on file. More Professional & Technical Services plans