401(k) · DOL Form 5500 · 2024

Axinn, Veltrop & Harkrider, LLP 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
82
Participants
82nd
Percentile by assets
$524,532
Avg per participant
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Official DOL plan name: Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff · Sponsored by Axinn, Veltrop & Harkrider, LLP · New York · Professional & Technical Services

$43M in assets, 82 participants

Axinn, Veltrop & Harkrider, LLP's Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported $43M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #16,721 in Professional & Technical Services (20,173 peers)

Where Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits by assets

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits in the top quartile of all filed plans by assets, $43M for 82 participants (~$524,532/participant), up 10.1% in 2024.

$43M
total plan assets (2024 EOY)
82
covered participants
82nd
percentile by assets (of 123,622 plans)
$524,532
avg assets per participant

Where Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff sits by total assets

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs every filed plan by assets

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

$43,011,633 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff reported participants fell from 83 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs the 2024 asset distribution

By assets, Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN133938205
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axinn, Veltrop & Harkrider, LLP)

$30M$40M$50M$60M 202220232024 $40M $57.3M ▲ +43.4%
Total plan assets by year, all Axinn, Veltrop & Harkrider, LLP plans on file
Year Plans Participants Total Assets
2022 2 140 $40M
2023 2 143 $51M
2024 2 138 $57M

Nearby 401(k) Plans in New York

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

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Axinn, Veltrop, & Ha…, Total assets ($B): 0.043011633 · Participants: 82Axinn, Veltrop, & Ha…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff vs. nearby 401(k) plans in New York, assets vs. participants
Compare Axinn, Veltrop, & Harkrider, LLP 401(k) … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff by total assets, not by location.

Frequently Asked Questions

How did Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff assets move in 2024? ▼
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff grew at a solid clip - up 10.1% during 2024, from $39M to $43M. Reported net income was $4M.
How have Axinn, Veltrop & Harkrider, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axinn, Veltrop & Harkrider, LLP's sponsor-wide assets grew 43.4%, from $40M to $57M.
Where does Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff rank by assets among Form 5500 filers? ▼
Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff ranks in the 82nd 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 Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff? ▼
Among 401(k) plans in other states, the closest by assets is Guided by Good 401(k) Plan in GA ($43M, 315 participants).

Next read for Axinn, Veltrop, & Harkrider, LLP 401(k) …

Scale reading

Ways to act on Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's numbers.

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 133938205.

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.