401(k) · DOL Form 5500 · 2024

Axis Residential, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
175
Participants Small participant base
30th
Percentile by assets National rank
$11,960
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Axis Residential Retirement Plan · Sponsored by Axis Residential, LLC · Washington · Real Estate

$2M in assets, 175 participants

Axis Residential, LLC's Axis Residential Retirement Plan reported $2M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,265 in Real Estate (4,605 peers)

Coverage in Washington

Axis Residential Retirement Plan covers 175 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $2M.

#2,265
in Real Estate (4,605 peers)
+41.4%
assets growth YoY

Axis Residential Retirement Plan among the smaller filed plans by assets

Axis Residential Retirement Plan vs every filed plan by assets

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

$2,093,020 30th percentile higher than 30% 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

Axis Residential Retirement 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. Axis Residential Retirement Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axis Residential Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Axis Residential Retirement Plan reported net income fell from $840K in the plan year 2023 filing to $612K in the plan year 2024 filing.
  • Axis Residential Retirement Plan reported participants rose from 152 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 862048471 · Axis Residential, LLC PY 2024 · 401(k)

Axis Residential Retirement Plan · $2M · 175 · 30th

  • IND $2M
  • EOY 175
  • 5500 30th
  • ASSETS 401(k)
  • PCT near F2 Tps LLC 401(k) Plan
  • EIN ind #2265

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 Real Estate retirement plans → · Plans in Washington →

Axis Residential Retirement Plan in the asset neighbourhood

Axis Residential Retirement PlanAxis Residential Retirement …$2MF2 Tps LLC 401(k) Plan$2MEmpire Group of Reading, Inc Savings PlanEmpire Group of Reading, Inc…$2MVander Pol Excavating, LLC 401(k) Profit Sharing PlanVander Pol Excavating, LLC 4…$2MKassity's 401(k) Profit Sharing PlanKassity's 401(k) Profit Shar…$2M
End-of-year total assets ($M) among Axis Residential Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$612K
Employer EIN862048471
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axis Residential, LLC)

Sponsor-wide plan assets over time

All Axis Residential, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 226.7117471496897% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.64M $2.09M ▲ +226.6%
Year Plans Participants Total Assets
2022 1 104 $641K
2023 1 152 $1M
2024 1 175 $2M

Nearby 401(k) Plans in Washington

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

Axis Residential Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Axis Residential Retirement Plan, Total assets ($B): 0.00209302 · Participants: 175Axis Residential Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Axis Residential Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Axis Residential Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is F2 Tps LLC 401(k) Plan in CA ($2M); 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 ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Axis Residential Retirement Plan assets move in 2024?
Axis Residential Retirement Plan surged - up 41.4% during 2024, from $1M to $2M. Reported net income was $612K.
How have Axis Residential, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Axis Residential, LLC's sponsor-wide assets grew 226.7%, from $641K to $2M.
Which 401(k) plans are similar in size to Axis Residential Retirement Plan?
Among 401(k) plans in other states, the closest by assets is F2 Tps LLC 401(k) Plan in CA ($2M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Axis Residential Retirement 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).