401(k) · DOL Form 5500 · 2024

Audax Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
402
Participants Below avg headcount
89th
Percentile by assets National rank
$199,946
Avg per participant Above avg balance/head
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Official DOL plan name: Audax 401(k) Savings Plan · Sponsored by Audax Management Company, LLC · Massachusetts · Finance & Insurance

$80M in assets, 402 participants

Audax Management Company, LLC's Audax 401(k) Savings Plan reported $80M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,060 in Finance & Insurance (8,549 peers)

Where Audax 401(k) Savings Plan sits by assets

Audax 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $80M for 402 participants (~$199,946/participant), up 28.4% in 2024.

#7,060
in Finance & Insurance (8,549 peers)
+28.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Audax 401(k) Savings Plan's outsized position by total assets

Audax 401(k) Savings Plan vs every filed plan by assets

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

$80,378,106 Top 11% higher than 89% 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

Audax 401(k) Savings 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. Audax 401(k) Savings Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Audax 401(k) Savings Plan end-of-year assets rose from $63M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Audax 401(k) Savings Plan reported net income rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Audax 401(k) Savings Plan reported participants rose from 369 in the plan year 2023 filing to 402 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 923915555 · Audax Management Company, LLC PY 2024 · 401(k)

Audax 401(k) Savings Plan · $80M · 402 · 89th

  • PCT $80M
  • PCT 402
  • PCT 89th
  • PCT 401(k)
  • PCT near Carmeuse Lime, Inc. 401(k) Plan for Bargaining Unit Employees
  • PCT ind #7060

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 Massachusetts →

Audax 401(k) Savings Plan in the asset neighbourhood

American Orthodontics Corporation Employees' Wage Investment PlanAmerican Orthodontics Corpor…$80MAudax 401(k) Savings Plan$80MCarmeuse Lime, Inc. 401(k) Plan for Bargaining Unit EmployeesCarmeuse Lime, Inc. 401(k) P…$80MSyncreon Employees 401(k) PlanSyncreon Employees 401(k) Pl…$80MDelmar Gardens Enterprises, Inc. 401(k) Profit Sharing PlanDelmar Gardens Enterprises, …$80M
End-of-year total assets ($M) among Audax 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$80M
Net Income$18M
Employer EIN923915555
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Audax Management Company, LLC)

Sponsor-wide plan assets over time

All Audax Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 28.443662855341145% vs 2023
2024 filing year
$60M$70M$80M$90M 20232024 $62.6M $80.4M ▲ +28.4%
Year Plans Participants Total Assets
2023 1 369 $63M
2024 1 402 $80M

Nearby 401(k) Plans in Massachusetts

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

Audax 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Audax 401(k) Savings Plan, Total assets ($B): 0.080378106 · Participants: 402Audax 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Audax 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Audax 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Carmeuse Lime, Inc. 401(k) Plan for Bargaining Unit Employees in PA ($80M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Audax 401(k) Savings Plan assets move in 2024? ▼
Audax 401(k) Savings Plan grew sharply - up 28.4% during 2024, from $63M to $80M. Reported net income was $18M.
How have Audax Management Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Audax Management Company, LLC's sponsor-wide assets grew 28.4%, from $63M to $80M.
Where does Audax 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Audax 401(k) Savings Plan ranks in the 89th 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 Audax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carmeuse Lime, Inc. 401(k) Plan for Bargaining Unit Employees in PA ($80M, 845 participants).
Which 401(k) plans cover a similar participant headcount to Audax 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (402 participants, $14M 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 923915555.

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.