ESOP · DOL Form 5500 · 2024

Axia Holdings, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
222
Participants Below avg headcount
37th
Percentile by assets National rank
$16,822
Avg per participant Low balance/head
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Official DOL plan name: Axia Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Axia Holdings, Inc. · Washington · Finance & Insurance

$4M in assets, 222 participants

Axia Holdings, Inc.'s Axia Holdings, Inc. Employee Stock Ownership Plan reported $4M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,108 in Finance & Insurance (8,549 peers)

Coverage in Washington

Axia Holdings, Inc. Employee Stock Ownership Plan covers 222 participants in Washington, about 15% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.

#2,108
in Finance & Insurance (8,549 peers)
-18.0%
assets change YoY

The plan reported a net loss of $427K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axia Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Axia Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,734,429 37th percentile higher than 37% 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

Axia Holdings, Inc. Employee Stock Ownership 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. Axia Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axia Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2023 filing to -$427K in the plan year 2024 filing.
  • Axia Holdings, Inc. Employee Stock Ownership Plan reported participants fell from 328 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Axia Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 811845129 · Axia Holdings, Inc. PY 2024 · ESOP

Axia Holdings, Inc. Employee Stock Ownership Plan · $4M · 222 · 37th

  • PHOTO $4M
  • PHOTO 222
  • PHOTO 37th
  • PHOTO ESOP
  • PHOTO near Martz Technologies, Inc. Employee Stock Ownership Plan
  • PHOTO ind #2108

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 What is an ESOP? → · Plans in Washington →

Axia Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Martz Technologies, Inc. Employee Stock Ownership PlanMartz Technologies, Inc. Emp…$4MAxia Holdings, Inc. Employee Stock Ownership PlanAxia Holdings, Inc. Employee…$4MAvian Holdings, Inc. Employee Stock Ownership PlanAvian Holdings, Inc. Employe…$4MGeneral Auto Recycling, Inc. Employee Stock Ownership PlanGeneral Auto Recycling, Inc.…$4MBlue Ridge Paint, Inc. Employee Stock Ownership PlanBlue Ridge Paint, Inc. Emplo…$4M
End-of-year total assets ($M) among Axia Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$427K
Employer EIN811845129
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axia Holdings, Inc.)

Sponsor-wide plan assets over time

All Axia Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 82.1351719395023% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $20.9M $3.73M ▼ -82.2%
Year Plans Participants Total Assets
2022 1 399 $21M
2023 1 328 $5M
2024 1 222 $4M

Nearby ESOP Plans in Washington

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

Axia Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Axia Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003734429 · Participants: 222Axia Holdings, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Axia Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Axia Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Axia Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Martz Technologies, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Delta Star Employee Stock Ownership Plan in VA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Axia Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Axia Holdings, Inc. Employee Stock Ownership Plan declined sharply - down 18.0% during 2024, from $5M to $4M. Reported net income was -$427K.
How have Axia Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axia Holdings, Inc.'s sponsor-wide assets declined 82.1%, from $21M to $4M.
Which ESOP plans are similar in size to Axia Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Martz Technologies, Inc. Employee Stock Ownership Plan in PA ($4M, 18 participants).
Which ESOP plans cover a similar participant headcount to Axia Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Star Employee Stock Ownership Plan in VA (222 participants, $447M 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 811845129.

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.