401(k) · DOL Form 5500 · 2024
Maxwell Financial Labs, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $45,603
- Avg per participant Low balance/head
Official DOL plan name: Maxwell 401(k) Plan · Sponsored by Maxwell Financial Labs, Inc. · Colorado · Information & Media
$7M in assets, 149 participants
Maxwell Financial Labs, Inc.'s Maxwell 401(k) Plan reported $7M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #907 in Information & Media (2,822 peers)
Coverage in Colorado
Maxwell 401(k) Plan covers 149 participants in Colorado, about 40% of the average Colorado filer (state average ~376 per filing). Assets: $7M.
- #907
- in Information & Media (2,822 peers)
- +34.2%
- assets growth YoY
Maxwell 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Maxwell 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,794,834 48th percentile higher than 48% 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
Maxwell 401(k) 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. Maxwell 401(k) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Maxwell 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Maxwell 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Maxwell 401(k) Plan reported participants fell from 162 in the plan year 2023 filing to 149 in the plan year 2024 filing.
DOL schedule card
Filing strip 474655027 · Maxwell Financial Labs, Inc. PY 2024 · 401(k)
Maxwell 401(k) Plan · $7M · 149 · 48th
- EOY $7M
- EOY 149
- EOY 48th
- EOY 401(k)
- EOY near Checkers Drive-in Restaurants, Inc. 401(k) Plan
- EOY ind #907
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 Information & Media retirement plans → · Plans in Colorado →
Maxwell 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 474655027 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maxwell Financial Labs, Inc.)
Sponsor-wide plan assets over time
All Maxwell Financial Labs, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 89.34761951205918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 279 | $4M |
| 2023 | 1 | 162 | $5M |
| 2024 | 1 | 149 | $7M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Maxwell 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Checkers Drive-in Restaurants, Inc. 401(k) Plan in FL ($7M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Checkers Drive-in Restaurants, Inc. 401(k) Plan (FL) $7M · 12,385
- Metrc LLC 401(k) P/S Plan (FL) $7M · 184
- Quility 401(k) Retirement Plan (NC) $7M · 192
- Bearcat Investments 401(k) Plan (OH) $7M · 18
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.