Other
2024 plan-year Other DOL Form 5500

AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AXIA HOLDINGS, INC.

This Other plan holds $4M in total assets and serves 222 participants as of 2024. It is sponsored by AXIA HOLDINGS, INC. in Washington. The plan reported a net loss of $484K for the year.

Total Assets (2023)
$4M
Participants
222
State
Industry
Finance & Insurance

What the Filing Says About AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by AXIA HOLDINGS, INC., headquartered in Washington. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 222 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 811845129, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $4M at year-end — a decline of 16.1%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-483,663 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-483,663
Plan TypeOther
Employer EIN811845129
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AXIA HOLDINGS, INC.)

Year Plans Participants Total Assets
2022 1 399 $21M
2023 1 328 $5M
2024 1 222 $4M

Nearby Other Plans in Washington

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2024 Form 5500 filing, AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $4M in total assets with 222 participants. It is sponsored by AXIA HOLDINGS, INC..
What type of plan is AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 811845129.
Who sponsors the AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by AXIA HOLDINGS, INC., located in Washington. The sponsor's EIN is 811845129 and the plan operates in the Finance & Insurance industry.
How did AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024?
AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN declined by 16.1% during 2024, moving from $5M to $4M in total assets. Net income was $-483,663.
Where can I find official filings for AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 811845129 or plan name at efast.dol.gov.
How does AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare AXIA HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 811845129.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.