401(k) · DOL Form 5500 · 2022

July Business Services 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,025
Participants Near avg headcount
67th
Percentile by assets National rank
$11,039
Avg per participant Low balance/head
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Official DOL plan name: July Pooled Employer Plan #1 · Sponsored by July Business Services · Texas · Professional & Technical Services

$11M in assets, 1,025 participants

July Business Services's July Pooled Employer Plan #1 reported $11M in total assets and 1,025 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,335 in Professional & Technical Services (21,562 peers)

July Business Services multi-year trail

July Business Services's plans moved +199.5% in assets from 2022 to 2024; this filing shows July Pooled Employer Plan #1 at $11M / 1,025 participants.

#14,335
in Professional & Technical Services (21,562 peers)
+644.7%
assets growth YoY

July Pooled Employer Plan #1's outsized position by total assets

July Pooled Employer Plan #1 vs every filed plan by assets

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

$11,314,546 Top 33% higher than 67% 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 #1's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. July Pooled Employer Plan #1 lands in the large band (1,025 participants).

DOL schedule card

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

July Pooled Employer Plan #1 · $11M · 1,025 · 67th

  • ASSETS $11M
  • PCT 1,025
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Demarche Associates Et Al and Affiliated Co. Profit Sharing Plan and Trust
  • IND ind #14335

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 #1 in the asset neighbourhood

Sightline Hospitality, LLC 401(k) PlanSightline Hospitality, LLC 4…$11MBenefit Resource, LLC 401(k) Retirement PlanBenefit Resource, LLC 401(k)…$11MCrosslink 401(k) Retirement PlanCrosslink 401(k) Retirement …$11MJuly Pooled Employer Plan #1$11MDemarche Associates Et Al and Affiliated Co. Profit Sharing Plan and TrustDemarche Associates Et Al an…$11M
End-of-year total assets ($M) among July Pooled Employer Plan #1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

July Business Services multi-year asset trail

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

July Business Services filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN742715820
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

July Pooled Employer Plan #1 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants July Pooled Employer Plan #1, Total assets ($B): 0.011314546 · Participants: 1025July Pooled Employer Plan #1AT&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 #1 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Pooled Employer Plan #1 side-by-side with 3 peers →

July Pooled Employer Plan #1's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Demarche Associates Et Al and Affiliated Co. Profit Sharing Plan and Trust in KS ($11M); by covered participants it is Robinson Helicopter Company 401(k) Retirement Plan in CA (1,025 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,025 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 July Pooled Employer Plan #1 assets move in 2022? ▼
July Pooled Employer Plan #1 surged - up 644.7% during 2022, from $2M to $11M. Reported net income was $4M.
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 #1? ▼
Among 401(k) plans in other states, the closest by assets is Demarche Associates Et Al and Affiliated Co. Profit Sharing Plan and Trust in KS ($11M, 28 participants).
Which 401(k) plans cover a similar participant headcount to July Pooled Employer Plan #1? ▼
Among 401(k) plans in other states, the closest by covered participants is Robinson Helicopter Company 401(k) Retirement Plan in CA (1,025 participants, $99M 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.