Other · DOL Form 5500 · 2023
Accesslex Institute Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $181,573
- Avg per participant Above avg balance/head
Official DOL plan name: Accesslex Institute 403(b) Plan · Sponsored by Accesslex Institute · Pennsylvania · Educational Services
$21M in assets, 118 participants
Accesslex Institute's Accesslex Institute 403(b) Plan reported $21M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,133 in Educational Services (3,735 peers)
Coverage in Pennsylvania
Accesslex Institute 403(b) Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #2,133
- in Educational Services (3,735 peers)
- +24.3%
- assets growth YoY
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 2023 · DOL Form 5500
$21,425,638 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Accesslex Institute 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 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 (118 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Accesslex Institute 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Accesslex Institute 403(b) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Accesslex Institute 403(b) Plan reported participants rose from 107 in the plan year 2022 filing to 118 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232719985 · Accesslex Institute PY 2023 · Other
Accesslex Institute 403(b) Plan · $21M · 118 · 74th
- EBSA $21M
- PART 118
- TYPE 74th
- NET Other
- BOOK near International Association of Fire Chiefs Defined Contribution Plan
- VS-ST ind #2133
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) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| 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 $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Accesslex Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is International Association of Fire Chiefs Defined Contribution Plan in VA ($21M); by covered participants it is The Archer School for Girls DC Retirement Plan in CA (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- The Archer School for Girls DC Retirement Plan (CA) 118 · 0 off
- Lincoln Institute of Land Policy 403(b) Retirement Plan (MA) 118 · 0 off
- Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. (MA) 118 · 0 off
- International Fellowship of Christians and Jews 403(b) Retirement Plan (IL) 118 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.