401(k) · DOL Form 5500 · 2024

Axios Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
921
Participants Near avg headcount
75th
Percentile by assets National rank
$28,809
Avg per participant Low balance/head
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Official DOL plan name: Apb Elite Pooled Employer Plan · Sponsored by Axios Advisory Group, LLC · Pennsylvania · Finance & Insurance

$27M in assets, 921 participants

Axios Advisory Group, LLC's Apb Elite Pooled Employer Plan reported $27M in total assets and 921 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,302 in Finance & Insurance (8,549 peers)

Where Apb Elite Pooled Employer Plan sits by assets

Apb Elite Pooled Employer Plan sits in the top quartile of all filed plans by assets, $27M for 921 participants (~$28,809/participant), up 35.2% in 2024.

#5,302
in Finance & Insurance (8,549 peers)
+35.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Apb Elite Pooled Employer Plan's outsized position by total assets

Apb Elite Pooled Employer Plan vs every filed plan by assets

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

$26,533,158 Top 25% higher than 75% 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

Apb Elite Pooled Employer 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. Apb Elite Pooled Employer Plan sits mid-pack in the medium band (921 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apb Elite Pooled Employer Plan reported participants rose from 625 in the plan year 2023 filing to 921 in the plan year 2024 filing.
  • Apb Elite Pooled Employer Plan end-of-year assets rose from $20M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251722805 · Axios Advisory Group, LLC PY 2024 · 401(k)

Apb Elite Pooled Employer Plan · $27M · 921 · 75th

  • BOY $27M
  • BOY 921
  • BOY 75th
  • BOY 401(k)
  • BOY near Federated Co-Ops, Inc. 401(k) Plan and Trust
  • BOY ind #5302

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 Pennsylvania →

Apb Elite Pooled Employer Plan in the asset neighbourhood

Electronic Waveform Lab, Inc. 401(k) PlanElectronic Waveform Lab, Inc…$27MApb Elite Pooled Employer PlanApb Elite Pooled Employer Pl…$27MFederated Co-Ops, Inc. 401(k) Plan and TrustFederated Co-Ops, Inc. 401(k…$27MInvestors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings PlanInvestors Management Trust R…$27MAmerican Messaging Savings PlanAmerican Messaging Savings P…$27M
End-of-year total assets ($M) among Apb Elite Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN251722805
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axios Advisory Group, LLC)

Sponsor-wide plan assets over time

All Axios Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 996.167550870404% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $8.67M $95M ▲ +996.2%
Year Plans Participants Total Assets
2022 1 367 $9M
2023 4 2,403 $48M
2024 4 4,487 $95M

Nearby 401(k) Plans in Pennsylvania

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

Apb Elite Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Apb Elite Pooled Employer Plan, Total assets ($B): 0.026533158 · Participants: 921Apb Elite Pooled Employer PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Apb Elite Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Apb Elite Pooled Employer Plan side-by-side with 3 peers →

Apb Elite Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Federated Co-Ops, Inc. 401(k) Plan and Trust in MN ($27M); by covered participants it is Voltyx 401(k) Plan in MO (921 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (921 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 Apb Elite Pooled Employer Plan assets move in 2024? ▼
Apb Elite Pooled Employer Plan surged - up 35.2% during 2024, from $20M to $27M. Reported net income was $5M.
How have Axios Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axios Advisory Group, LLC's sponsor-wide assets grew 996.2%, from $9M to $95M.
Where does Apb Elite Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Apb Elite Pooled Employer Plan ranks in the 75th 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 Apb Elite Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Federated Co-Ops, Inc. 401(k) Plan and Trust in MN ($27M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Apb Elite Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Voltyx 401(k) Plan in MO (921 participants, $76M 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 251722805.

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.