401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$14M
Total assets Small plan by assets
56
Participants Small participant base
63rd
Percentile by assets National rank
$255,072
Avg per participant Above avg balance/head
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Official DOL plan name: Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan · Sponsored by Axinn, Veltrop & Harkrider, LLP · New York · Professional & Technical Services

$14M in assets, 56 participants

Axinn, Veltrop & Harkrider, LLP's Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan reported $14M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,592 in Professional & Technical Services (20,173 peers)

Axinn, Veltrop & Harkrider, LLP multi-year trail

Axinn, Veltrop & Harkrider, LLP's plans moved +43.4% in assets from 2022 to 2024; this filing shows Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan at $14M / 56 participants.

#12,592
in Professional & Technical Services (20,173 peers)
+22.9%
assets growth YoY

Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan vs every filed plan by assets

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

$14,284,012 Top 37% higher than 63% 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

Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan 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) Retirement Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan reported participants fell from 60 in the plan year 2023 filing to 56 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

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

Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan · $14M · 56 · 63rd

  • EBSA $14M
  • PART 56
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Lord Aeck Sargent Planning and Design 401(k) Plan
  • VS-ST ind #12592

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 →

Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan in the asset neighbourhood

Axinn, Veltrop & Harkrider LLP 401(k) Retirement PlanAxinn, Veltrop & Harkrider L…$14MLord Aeck Sargent Planning and Design 401(k) PlanLord Aeck Sargent Planning a…$14MCentral California Blood Center 401(k) Plan and TrustCentral California Blood Cen…$14MColumbia Ford, Inc. 401(k) PlanColumbia Ford, Inc. 401(k) P…$14MIndustrial Supply Company, Inc. 401(k) PlanIndustrial Supply Company, I…$14M
End-of-year total assets ($M) among Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Axinn, Veltrop & Harkrider, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Axinn, Veltrop & Harkrider, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$57M 43.394031827135244% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $40M $57.3M ▲ +43.4%
Year Plans Participants Total Assets
2022 2 140 $40M
2023 2 143 $51M
2024 2 138 $57M

Axinn, Veltrop & Harkrider, LLP filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN133938205
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

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) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan, Total assets ($B): 0.014284012 · Participants: 56Axinn, Veltrop & Harkrider LLP 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan side-by-side with 3 peers →

Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lord Aeck Sargent Planning and Design 401(k) Plan in GA ($14M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan assets move in 2024? ▼
Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan grew sharply - up 22.9% during 2024, from $12M to $14M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lord Aeck Sargent Planning and Design 401(k) Plan in GA ($14M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M 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.

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.