401(k) · DOL Form 5500 · 2024

Axa Investment Managers US Inc. 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size: 175
Participants Small participant base: 92nd
Percentile by assets National rank: $722,137
Avg per participant High balance/head

Official DOL plan name: Axa Investment Managers US Retirement 401(k) Plan · Sponsored by Axa Investment Managers US Inc. · Connecticut · Finance & Insurance

$126M in assets, 175 participants

Axa Investment Managers US Inc.'s Axa Investment Managers US Retirement 401(k) Plan reported $126M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

#7,482 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Axa Investment Managers US Retirement 401(k) Plan covers 175 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $126M.

#7,482
in Finance & Insurance (8,549 peers): -15.4%
assets change YoY: 1.3×
vs typical plan assets (national mean)

Axa Investment Managers US Retirement 401(k) Plan's outsized position by total assets

Axa Investment Managers US Retirement 401(k) Plan vs every filed plan by assets

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

$126,374,059 Top 8% higher than 92% 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

Axa Investment Managers US Retirement 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. Axa Investment Managers US Retirement 401(k) Plan sits mid-pack in the medium band (175 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 134045673 · Axa Investment Managers US Inc. PY 2024 · 401(k)

Axa Investment Managers US Retirement 401(k) Plan · $126M · 175 · 92nd

ASSETS $126M
PCT 175
EIN 92nd
RANK 401(k)
PHOTO near Stellar Solutions, Inc. Profit Sharing Plan
IND ind #7482

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 Connecticut →

End-of-year total assets ($M) among Axa Investment Managers US Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)	$149M
Net Assets (End of Year)	$126M
Net Income	$11M
Employer EIN	134045673
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Axa Investment Managers US Retirement 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Axa Investment Managers US Retirement 401(k) Plan side-by-side with 3 peers →

Axa Investment Managers US Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Stellar Solutions, Inc. Profit Sharing Plan in CA ($126M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Stellar Solutions, Inc. Profit Sharing Plan (CA) $126M · 257
Topgolf 401(k) Plan (TX) $126M · 13,197
Surveymonkey 401(k) Plan (CA) $126M · 578
Usana Health Sciences 401(k) Plan (UT) $126M · 863

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

Robbins, Inc. Employees' Retirement Savings Plan (OH) 175 · 0 off
The Amadas Group, Inc. Savings Plan (VA) 175 · 0 off
Little John Transportation Services 401(k) Profit Sharing Plan (AR) 175 · 0 off
Portland Specialty Baking, LLC 401(k) Plan (OR) 175 · 0 off

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 Axa Investment Managers US Retirement 401(k) Plan assets move in 2024? ▼

Axa Investment Managers US Retirement 401(k) Plan declined sharply - down 15.4% during 2024, from $149M to $126M. Reported net income was $11M.

Where does Axa Investment Managers US Retirement 401(k) Plan rank by assets among Form 5500 filers? ▼

Axa Investment Managers US Retirement 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Axa Investment Managers US Retirement 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Stellar Solutions, Inc. Profit Sharing Plan in CA ($126M, 257 participants).

Which 401(k) plans cover a similar participant headcount to Axa Investment Managers US Retirement 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 134045673.