Plan Ledger DOL Form 5500 · updated monthly

Axioma, Inc.401(k)

AXIOMA 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2023

Employer contribution per participant · 2023
$3,402

Axioma, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $41,326,084 across 235 participant accounts, with employer contributions averaging $3,402 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 1,566th-largest of 5,648 plans among New York employers on file, and the 614th of 2,199 in information & media. In 2023, employees put in $5.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,326,084
Participants with balances235
Active participants162
Employer contributions$551,125
Employee contributions$3,187,921
Employer contribution per active participant$3,402
Average account balance$175,856
Benefits paid to participants$1,806,871
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.9M · $574K emplr
2023$41.3M · 235 accts · $551K emplr
2022$33.0M · 236 accts · $744K emplr
The Axioma, Inc. 401(k) match · 2023
Employer contribution per active participant$3,402
Median for plans this size$2,440
2023$3,402 per active participant
2022$4,428 per active participant

Axioma, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 223710464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.