401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$43M
Total assets Below avg plan size: 82
Participants Small participant base: 82nd
Percentile by assets National rank: $524,532
Avg per participant High balance/head

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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.

#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.

#16,721
in Professional & Technical Services (20,173 peers): +10.1%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's outsized position 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff is a small filing (82 participants) on this national headcount ladder.

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%)

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 →

DOL schedule card

Filing strip 133938205 · Axinn, Veltrop & Harkrider, LLP PY 2024 · 401(k)

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff · $43M · 82 · 82nd

RANK $43M
PHOTO 82
IND 82nd
EOY 401(k)
5500 near Guided by Good 401(k) Plan
ASSETS ind #16721

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$43M
Net Income	$4M
Employer EIN	133938205
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

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

Latest sponsor-wide plan assets: $57M 43.394031827135244% vs 2022; 2024 filing year

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff side-by-side with 3 peers →

Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Guided by Good 401(k) Plan in GA ($43M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Guided by Good 401(k) Plan (GA) $43M · 315
Wikoff Color Corporation 401(k) Profit Sharing Plan (SC) $43M · 383
Boman & Kemp Manufacturing, Inc. 401(k) Retirement Savings Plan (UT) $43M · 150
Talley Inc. Cash or Deferred Profit Sharing Plan (CA) $43M · 308

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

Infopaginas 1081.01(D) Plan (PR) 82 · 0 off
Fulcro Insurance, Inc. 1165(e) Retirement Plan (PR) 82 · 0 off
Alliance Commercial Cleaning I 401(k) Profit Sharing Plan & Trust (NJ) 82 · 0 off
Mica Profit Sharing/401(k) Plan (AZ) 82 · 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 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).

Which 401(k) plans cover a similar participant headcount to Axinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and Staff? ▼

Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 133938205.