401(k) · DOL Form 5500 · 2022

July Business Services 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,780
Participants Near avg headcount
75th
Percentile by assets National rank
$9,629
Avg per participant Low balance/head
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Official DOL plan name: July Pooled Employer Plan #2 · Sponsored by July Business Services · Texas · Professional & Technical Services

$17M in assets, 1,780 participants

July Business Services's July Pooled Employer Plan #2 reported $17M in total assets and 1,780 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.

  • #16,115 in Professional & Technical Services (21,562 peers)

Coverage in Texas

July Pooled Employer Plan #2 covers 1,780 participants in Texas, 2.6x the typical Texas plan (state average ~688 per filing). Assets: $17M.

#16,115
in Professional & Technical Services (21,562 peers)
+141615.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

July Pooled Employer Plan #2's outsized position by total assets

July Pooled Employer Plan #2 vs every filed plan by assets

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

$17,140,498 Top 25% higher than 75% 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 #2'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 #2 lands in the large band (1,780 participants).

EBSA filing schedule strip

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

July Pooled Employer Plan #2 · $17M · 1,780 · 75th

  • EOY $17M
  • EOY 1,780
  • EOY 75th
  • EOY 401(k)
  • EOY near Bhi Senior Living, Inc. Employee Retirement Plan
  • EOY ind #16115

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 #2 in the asset neighbourhood

July Pooled Employer Plan #2$17MBhi Senior Living, Inc. Employee Retirement PlanBhi Senior Living, Inc. Empl…$17MResource Center for Independent Living, Inc Retirement Plan and TrustResource Center for Independ…$17MImaging Business Machines 401(k) PlanImaging Business Machines 40…$17MKentucky Medical Services Foundation, Inc. 401(k) Retirement PlanKentucky Medical Services Fo…$17M
End-of-year total assets ($M) among July Pooled Employer Plan #2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$12K
Net Assets (End of Year)$17M
Net Income$12M
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 #2 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants July Pooled Employer Plan #2, Total assets ($B): 0.017140498 · Participants: 1780July Pooled Employer Plan #2AT&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 #2 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Pooled Employer Plan #2 side-by-side with 3 peers →

July Pooled Employer Plan #2's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bhi Senior Living, Inc. Employee Retirement Plan in IN ($17M); by covered participants it is Ccp 401(k) Retirement Savings Plan in NY (1,780 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,780 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 #2 assets move in 2022? ▼
July Pooled Employer Plan #2 surged - up 141615.6% during 2022, from $12K to $17M. Reported net income was $12M.
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.
Where does July Pooled Employer Plan #2 rank by assets among Form 5500 filers? ▼
July Pooled Employer Plan #2 ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to July Pooled Employer Plan #2? ▼
Among 401(k) plans in other states, the closest by assets is Bhi Senior Living, Inc. Employee Retirement Plan in IN ($17M, 553 participants).
Which 401(k) plans cover a similar participant headcount to July Pooled Employer Plan #2? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccp 401(k) Retirement Savings Plan in NY (1,780 participants, $300M 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.