Other · DOL Form 5500 · 2022
Accesslex Institute Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $161,054
- Avg per participant Above avg balance/head
Official DOL plan name: Accesslex Institute 403(b) Plan · Sponsored by Accesslex Institute · Pennsylvania · Educational Services
$17M in assets, 107 participants
Accesslex Institute's Accesslex Institute 403(b) Plan reported $17M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #2,333 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Accesslex Institute 403(b) Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $17M.
- #2,333
- in Educational Services (4,024 peers)
- -14.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Accesslex Institute 403(b) Plan's outsized position by total assets
Accesslex Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,232,802 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Accesslex Institute 403(b) Plan 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. Accesslex Institute 403(b) Plan sits mid-pack in the medium band (107 participants).
Published 5500 schedule card
Filing strip 232719985 · Accesslex Institute PY 2022 · Other
Accesslex Institute 403(b) Plan · $17M · 107 · 75th
- 5500 $17M
- ASSETS 107
- PCT 75th
- EIN Other
- RANK near Constructive Partnerships Unlimited 403(b) Plan
- PHOTO ind #2333
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 Educational Services retirement plans → · Plans in Pennsylvania →
Accesslex Institute 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 232719985 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Accesslex Institute)
Sponsor-wide plan assets over time
All Accesslex Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 45.08317335741454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $17M |
| 2023 | 1 | 118 | $21M |
| 2024 | 1 | 126 | $25M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Accesslex Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Constructive Partnerships Unlimited 403(b) Plan in NY ($17M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Constructive Partnerships Unlimited 403(b) Plan (NY) $17M · 904
- Pulaski Academy Defined Contribution Retirement Plan (AR) $17M · 138
- Bid Group Holdings (US) Inc. 401(k) Plan (SC) $17M · 769
- Smoc 403(b) Savings Plan (MA) $17M · 613
Similar participant headcount
Nearest other-state filings by covered participants (107 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.