Department of Labor filing

SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM

AXIS HEALTH SYSTEM 401(K) PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 7, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

41filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,867

Reported employer contributions per active participant.

Higher than about 39% of comparable plans

#People in the filing

433

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$169 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 44% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202441out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions39th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense44th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM reported $808,491 in employer contributions across the plan and 433 active participants. That works out to $1,867 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy74%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 54.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 330.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context41/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $808,491
Participant contributions: $1,941,258
Other contributions: $75,755
Employer share of reported contributions: 29.4%
Beginning assets: $21,315,356
Ending assets: $23,343,352
Ending net assets: $23,343,352
Ending liabilities: $0
Total income: $5,476,936
Total expenses: $3,448,940
Administrative expenses: $107,448
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,108

2023

$2,239

2024

$1,867

Plan-paid administrative expenses per participant

2022

$39

2023

$84

2024

$169

Active participants

2022

243

2023

429

2024

433

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,867	433	23.3M	20260407123301NAL0007448593001
2023	$2,239	429	21.3M	20250131113156NAL0002292113001
2022	$4,108	243	18.7M	20240410122124NAL0025760385001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 840506701-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1998
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20260407123301NAL0007448593001

Data sourceDOL Form 5500 bulk data ↗

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