401(k) · DOL Form 5500 · 2024

Axios Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
3,469
Participants Above avg headcount
86th
Percentile by assets National rank
$17,565
Avg per participant Low balance/head
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Official DOL plan name: Wdp Pooled Employer Plan · Sponsored by Axios Advisory Group, LLC · Pennsylvania · Finance & Insurance

$61M in assets, 3,469 participants

Axios Advisory Group, LLC's Wdp Pooled Employer Plan reported $61M in total assets and 3,469 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,731 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Wdp Pooled Employer Plan covers 3,469 participants in Pennsylvania, 4.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $61M.

#6,731
in Finance & Insurance (8,549 peers)
+133.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wdp Pooled Employer Plan's outsized position by total assets

Wdp Pooled Employer Plan vs every filed plan by assets

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

$60,934,302 Top 14% higher than 86% 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

Wdp Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wdp Pooled Employer Plan lands in the large band (3,469 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wdp Pooled Employer Plan end-of-year assets rose from $26M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Wdp Pooled Employer Plan reported participants rose from 1,778 in the plan year 2023 filing to 3,469 in the plan year 2024 filing.
  • Wdp Pooled Employer Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 251722805 · Axios Advisory Group, LLC PY 2024 · 401(k)

Wdp Pooled Employer Plan · $61M · 3,469 · 86th

  • IND $61M
  • IND 3,469
  • IND 86th
  • IND 401(k)
  • IND near Guaranty Bancshares, Inc. ESOP W/401(k) Provisions
  • IND ind #6731

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Wdp Pooled Employer Plan in the asset neighbourhood

Guaranty Bancshares, Inc. ESOP W/401(k) ProvisionsGuaranty Bancshares, Inc. ES…$61MWdp Pooled Employer Plan$61MThe Cleveland Guardians 401(k) PlanThe Cleveland Guardians 401(…$61MJeff Wyler Automotive Family, Inc. Retirement Savings Plan and TrustJeff Wyler Automotive Family…$61MWb Engineering & Consulting, PLLC Retirement Savings PlanWb Engineering & Consulting,…$61M
End-of-year total assets ($M) among Wdp Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$61M
Net Income$11M
Employer EIN251722805
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axios Advisory Group, LLC)

Sponsor-wide plan assets over time

All Axios Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 996.167550870404% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $8.67M $95M ▲ +996.2%
Year Plans Participants Total Assets
2022 1 367 $9M
2023 4 2,403 $48M
2024 4 4,487 $95M

Nearby 401(k) Plans in Pennsylvania

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

Wdp Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wdp Pooled Employer Plan, Total assets ($B): 0.060934302 · Participants: 3469Wdp Pooled Employer PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Wdp Pooled Employer Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Wdp Pooled Employer Plan side-by-side with 3 peers →

Wdp Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Guaranty Bancshares, Inc. ESOP W/401(k) Provisions in TX ($61M); by covered participants it is Sammons Enterprises, Inc. 401(k) Savings Plan in TX (3,469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,469 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 Wdp Pooled Employer Plan assets move in 2024? ▼
Wdp Pooled Employer Plan surged - up 133.3% during 2024, from $26M to $61M. Reported net income was $11M.
How have Axios Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axios Advisory Group, LLC's sponsor-wide assets grew 996.2%, from $9M to $95M.
Where does Wdp Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Wdp Pooled Employer Plan ranks in the 86th 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 Wdp Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Guaranty Bancshares, Inc. ESOP W/401(k) Provisions in TX ($61M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Wdp Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sammons Enterprises, Inc. 401(k) Savings Plan in TX (3,469 participants, $341M 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 251722805.

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.