401(k) · DOL Form 5500 · 2022

July Business Services 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
102
Participants Small participant base
50th
Percentile by assets National rank
$47,098
Avg per participant Low balance/head
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Official DOL plan name: July Pooled Employer Plan #3 · Sponsored by July Business Services · Texas · Professional & Technical Services

$5M in assets, 102 participants

July Business Services's July Pooled Employer Plan #3 reported $5M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #10,253 in Professional & Technical Services (21,562 peers)

Coverage in Texas

July Pooled Employer Plan #3 covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#10,253
in Professional & Technical Services (21,562 peers)
-$68K
reported net income

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

July Pooled Employer Plan #3's mid-pack asset rank among Professional & Technical Services and all filers

July Pooled Employer Plan #3 vs every filed plan by assets

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

$4,803,990 Top 50% higher than 50% 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

July Pooled Employer Plan #3 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. July Pooled Employer Plan #3 sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 742715820 · July Business Services PY 2022 · 401(k)

July Pooled Employer Plan #3 · $5M · 102 · 50th

  • EOY $5M
  • 5500 102
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Etkin Management, LLC 401(k) Salary Reduction Plan
  • RANK ind #10253

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 Professional & Technical Services retirement plans → · Plans in Texas →

July Pooled Employer Plan #3 in the asset neighbourhood

July Pooled Employer Plan #3$5MEtkin Management, LLC 401(k) Salary Reduction PlanEtkin Management, LLC 401(k)…$5MC.L. Dews and Sons Foundry and Machinery Company, Inc. 401(k) Profit Sharing Plan and TrustC.L. Dews and Sons Foundry a…$5MGrace Healthcare Services, LLC 401(k) PlanGrace Healthcare Services, L…$5MCohesionforce, Inc. 401(k) PlanCohesionforce, Inc. 401(k) P…$5M
End-of-year total assets ($M) among July Pooled Employer Plan #3 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income-$68K
Employer EIN742715820
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (July Business Services)

Sponsor-wide plan assets over time

All July Business Services plans reported in each filing year

Latest sponsor-wide plan assets
$140M 199.4716682211763% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $46.8M $140M ▲ +199.5%
Year Plans Participants Total Assets
2022 4 3,020 $47M
2023 4 4,902 $92M
2024 4 8,452 $140M

Nearby 401(k) Plans in Texas

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

July Pooled Employer Plan #3 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants July Pooled Employer Plan #3, Total assets ($B): 0.00480399 · Participants: 102July Pooled Employer Plan #3AT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
July Pooled Employer Plan #3 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Pooled Employer Plan #3 side-by-side with 3 peers →

July Pooled Employer Plan #3's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Etkin Management, LLC 401(k) Salary Reduction Plan in MI ($5M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 have July Business Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), July Business Services's sponsor-wide assets grew 199.5%, from $47M to $140M.
Which 401(k) plans are similar in size to July Pooled Employer Plan #3? ▼
Among 401(k) plans in other states, the closest by assets is Etkin Management, LLC 401(k) Salary Reduction Plan in MI ($5M, 43 participants).
Which 401(k) plans cover a similar participant headcount to July Pooled Employer Plan #3? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 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 742715820.

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.