401(k) · DOL Form 5500 · 2024

Axia Financial, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
241
Participants Below avg headcount
52nd
Percentile by assets National rank
$34,126
Avg per participant Low balance/head
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Official DOL plan name: Axia Financial 401(k) Plan · Sponsored by Axia Financial, LLC · Washington · Finance & Insurance

$8M in assets, 241 participants

Axia Financial, LLC's Axia Financial 401(k) Plan reported $8M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,062 in Finance & Insurance (8,549 peers)

Coverage in Washington

Axia Financial 401(k) Plan covers 241 participants in Washington, about 16% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#3,062
in Finance & Insurance (8,549 peers)
-48.0%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axia Financial 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$8,224,352 Top 48% higher than 52% 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

Axia 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. Axia Financial 401(k) Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axia Financial 401(k) Plan reported net income fell from $226K in the plan year 2023 filing to -$8M in the plan year 2024 filing.
  • Axia Financial 401(k) Plan end-of-year assets fell from $16M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Axia Financial 401(k) Plan reported participants fell from 338 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260455770 · Axia Financial, LLC PY 2024 · 401(k)

Axia Financial 401(k) Plan · $8M · 241 · 52nd

  • IND $8M
  • EOY 241
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near K & M International, Inc. 401(k) Retirement Plan
  • EIN ind #3062

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 Washington →

Axia Financial 401(k) Plan in the asset neighbourhood

Axia Financial 401(k) Plan$8MK & M International, Inc. 401(k) Retirement PlanK & M International, Inc. 40…$8MThe Pool Factory Inc 401(k) Profit Sharing Plan & TrustThe Pool Factory Inc 401(k) …$8MGadabout, Inc. 401(k) Profit Sharing PlanGadabout, Inc. 401(k) Profit…$8MUnited Quality Cooperative 401(k) PlanUnited Quality Cooperative 4…$8M
End-of-year total assets ($M) among Axia Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$8M
Net Income-$8M
Employer EIN260455770
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axia Financial, LLC)

Sponsor-wide plan assets over time

All Axia Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 47.26156968731951% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15.6M $8.22M ▼ -47.3%
Year Plans Participants Total Assets
2022 1 402 $16M
2023 1 338 $16M
2024 1 241 $8M

Nearby 401(k) Plans in Washington

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

Axia Financial 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Axia Financial 401(k) Plan, Total assets ($B): 0.008224352 · Participants: 241Axia Financial 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Axia Financial 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Axia Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is K & M International, Inc. 401(k) Retirement Plan in OH ($8M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Axia Financial 401(k) Plan assets move in 2024? ▼
Axia Financial 401(k) Plan contracted severely - down 48.0% during 2024, from $16M to $8M. Reported net income was -$8M.
How have Axia Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axia Financial, LLC's sponsor-wide assets declined 47.3%, from $16M to $8M.
Which 401(k) plans are similar in size to Axia Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is K & M International, Inc. 401(k) Retirement Plan in OH ($8M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Axia Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bbp Retirement Savings Plan in MI (241 participants, $41M 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 260455770.

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.