401(k) · DOL Form 5500 · 2022

Accesso Partners, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
168
Participants Small participant base
63rd
Percentile by assets National rank
$53,158
Avg per participant Low balance/head
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Official DOL plan name: Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust · Sponsored by Accesso Partners, LLC · Florida · Real Estate

$9M in assets, 168 participants

Accesso Partners, LLC's Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust reported $9M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,956 in Real Estate (5,057 peers)

Coverage in Florida

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust covers 168 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#3,956
in Real Estate (5,057 peers)
-7.2%
assets change YoY

The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,930,467 Top 37% higher than 63% of 139,123 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 2022

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust sits mid-pack in the medium band (168 participants).

Published 5500 schedule card

Filing strip 200543064 · Accesso Partners, LLC PY 2022 · 401(k)

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust · $9M · 168 · 63rd

  • VS-ST $9M
  • VS-ST 168
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Brothers National 401(k) Plan
  • VS-ST ind #3956

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 Real Estate retirement plans → · Plans in Florida →

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust in the asset neighbourhood

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and TrustAccesso Partners, LLC 401(k)…$9MBrothers National 401(k) Plan$9MRichard Gordon Interests & Affiliates Profit Sharing PlanRichard Gordon Interests & A…$9MDavid Mason & Associates, Inc. 401(k) Profit Sharing PlanDavid Mason & Associates, In…$9MDennis Dillon Auto Park & Truck Center 401(k) Profit Sharing PlanDennis Dillon Auto Park & Tr…$9M
End-of-year total assets ($M) among Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$698K
Employer EIN200543064
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accesso Partners, LLC)

Sponsor-wide plan assets over time

All Accesso Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.155265004618464% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.93M $11.9M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 168 $9M
2023 1 156 $11M
2024 1 121 $12M

Nearby 401(k) Plans in Florida

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

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust, Total assets ($B): 0.008930467 · Participants: 168Accesso Partners, LLC 401(k) Profit Sha Ing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust side-by-side with 3 peers →

Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Brothers National 401(k) Plan in VA ($9M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust assets move in 2022? ▼
Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust pulled back noticeably - down 7.2% during 2022, from $10M to $9M. Reported net income was -$698K.
How have Accesso Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accesso Partners, LLC's sponsor-wide assets grew 33.2%, from $9M to $12M.
Which 401(k) plans are similar in size to Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Brothers National 401(k) Plan in VA ($9M, 669 participants).
Which 401(k) plans cover a similar participant headcount to Accesso Partners, LLC 401(k) Profit Sha Ing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200543064.

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.