401(k) · DOL Form 5500 · 2024
Axley Brynelson, LLP 401(k) Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 108
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $852,115
- Avg per participant High balance/head
Official DOL plan name: Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan · Sponsored by Axley Brynelson, LLP · Wisconsin · Professional & Technical Services
$92M in assets, 108 participants
Axley Brynelson, LLP's Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan reported $92M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,340 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $92M.
- #18,340
- in Professional & Technical Services (20,173 peers)
- +11.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan's outsized position by total assets
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$92,028,414 Top 10% higher than 90% 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
Axley Brynelson, LLP 401(k) Savings & 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. Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan reported net income rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan end-of-year assets rose from $82M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan reported participants rose from 99 in the plan year 2023 filing to 108 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390804160 · Axley Brynelson, LLP PY 2024 · 401(k)
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan · $92M · 108 · 90th
- EOY $92M
- 5500 108
- ASSETS 90th
- PCT 401(k)
- EIN near The Bay State Milling Company Retirement Plan
- RANK ind #18340
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 Wisconsin →
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $10M |
| Employer EIN | 390804160 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Axley Brynelson, LLP)
Sponsor-wide plan assets over time
All Axley Brynelson, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $92M 24.81645473521685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $74M |
| 2023 | 1 | 99 | $82M |
| 2024 | 1 | 108 | $92M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Axley Brynelson, LLP 401(k) Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Bay State Milling Company Retirement Plan in MA ($92M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- The Bay State Milling Company Retirement Plan (MA) $92M · 603
- Envision Pharma, Inc. 401(k) Plan (CT) $92M · 828
- Messer Construction Co. 401(k) Savings Plan (OH) $92M · 1,423
- Mclane Middleton 401(k) Plan (NH) $92M · 250
Similar participant headcount
Nearest other-state filings by covered participants (108 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.