How big is Axial Financial's plan?

Axial Financial's plan reported $5.1M in assets and 17 participants for 2024.

Original filing (PDF)20250924144726NAL0003086499001

Axial Financial

Name: Axial Financial — Axial Financial Defined Benefit, Form 5500 (2024)
Creator: Axial Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axial Financial Defined Benefit Plan

Defined-benefit pension plan · Axial Financial's Axial Financial Defined Benefit Plan held $5.1M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Michael Marchese signed Axial Financial's 2024 Form 5500 as plan administrator.

Michael Marchese — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Axial Financial's EIN is 05-0630790.

EIN 05-0630790

Plan number 002

Plan year 2024

ACK ID 20250924144726NAL0003086499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Axial Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Axial Financial's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIAL FINANCIAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score