401(k) · DOL Form 5500 · 2023

Access Plans, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$398,304
Avg per participant High balance/head
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Official DOL plan name: Access Solo Pooled Employer Plan - Series 1 · Sponsored by Access Plans, LLC · Texas · Administrative & Support Services

$2M in assets, 4 participants

Access Plans, LLC's Access Solo Pooled Employer Plan - Series 1 reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,265 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Access Solo Pooled Employer Plan - Series 1 ranks #2,265 of 4,372 2023 filers by assets (1811% of the sector average)-$2M for 4 participants.

#2,265
in Administrative & Support Services (4,372 peers)
+2726.3%
assets growth YoY

Access Solo Pooled Employer Plan - Series 1 among the smaller filed plans by assets

Access Solo Pooled Employer Plan - Series 1 vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,593,215 28th percentile higher than 28% of 127,068 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 2023

Access Solo Pooled Employer Plan - Series 1 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Access Solo Pooled Employer Plan - Series 1 is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Access Solo Pooled Employer Plan - Series 1 end-of-year assets rose from $56K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Access Solo Pooled Employer Plan - Series 1 reported net income rose from $56K in the plan year 2022 filing to $530K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853473108 · Access Plans, LLC PY 2023 · 401(k)

Access Solo Pooled Employer Plan - Series 1 · $2M · 4 · 28th

  • EBSA $2M
  • EBSA 4
  • EBSA 28th
  • EBSA 401(k)
  • EBSA near Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k)
  • EBSA ind #2265

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 Administrative & Support Services retirement plans → · Plans in Texas →

Access Solo Pooled Employer Plan - Series 1 in the asset neighbourhood

Access Solo Pooled Employer Plan - Series 1Access Solo Pooled Employer …$2MSouthern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k)Southern Missouri Internal M…$2MMichael T Malepsy 401(k) Plan$2MClinical Research Center LLC 401(k) Profit Sharing Plan & TrustClinical Research Center LLC…$2MMcguires Management Group 401(k) PlanMcguires Management Group 40…$2M
End-of-year total assets ($M) among Access Solo Pooled Employer Plan - Series 1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$56K
Net Assets (End of Year)$2M
Net Income$530K
Employer EIN853473108
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Access Plans, LLC)

Sponsor-wide plan assets over time

All Access Plans, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$226M 513.7801908443777% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $36.9M $226M ▲ +513.7%
Year Plans Participants Total Assets
2022 2 3,312 $37M
2023 4 3,337 $66M
2024 6 8,541 $226M

Nearby 401(k) Plans in Texas

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

Access Solo Pooled Employer Plan - Series 1 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Access Solo Pooled Employer Plan - Series 1, Total assets ($B): 0.001593215 · Participants: 4Access Solo Pooled Employer Plan - Series 1AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Access Solo Pooled Employer Plan - Series 1 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Access Solo Pooled Employer Plan - Series 1 side-by-side with 3 peers →

Access Solo Pooled Employer Plan - Series 1's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) in MO ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Access Solo Pooled Employer Plan - Series 1 assets move in 2023? ▼
Access Solo Pooled Employer Plan - Series 1 surged - up 2726.3% during 2023, from $56K to $2M. Reported net income was $530K.
How have Access Plans, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Access Plans, LLC's sponsor-wide assets grew 513.8%, from $37M to $226M.
Which 401(k) plans are similar in size to Access Solo Pooled Employer Plan - Series 1? ▼
Among 401(k) plans in other states, the closest by assets is Southern Missouri Internal Medicine & Osteoporosis Center, PC, 401(k) in MO ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Access Solo Pooled Employer Plan - Series 1? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853473108.

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.