401(k) · DOL Form 5500 · 2023

July Business Services 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
2,707
Participants Above avg headcount
82nd
Percentile by assets National rank
$14,018
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

$38M in assets, 2,707 participants

July Business Services's July Pooled Employer Plan #2 reported $38M in total assets and 2,707 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,877 in Professional & Technical Services (20,321 peers)

Coverage in Texas

July Pooled Employer Plan #2 covers 2,707 participants in Texas, 3.9x the typical Texas plan (state average ~688 per filing). Assets: $38M.

#16,877
in Professional & Technical Services (20,321 peers)
+121.4%
assets growth YoY
0.4×
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 2023 · DOL Form 5500

$37,946,077 Top 18% higher than 82% 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

July Pooled Employer Plan #2's large-plan peer group by participant headcount

Plan-year 2023 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 (2,707 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • July Pooled Employer Plan #2 end-of-year assets rose from $17M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • July Pooled Employer Plan #2 reported participants rose from 1,780 in the plan year 2022 filing to 2,707 in the plan year 2023 filing.
  • July Pooled Employer Plan #2 reported net income rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742715820 · July Business Services PY 2023 · 401(k)

July Pooled Employer Plan #2 · $38M · 2,707 · 82nd

  • ASSETS $38M
  • ASSETS 2,707
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Gertens Family of Businesses Retirement Plan
  • ASSETS ind #16877

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$38MIps Corporation Profit Sharing PlanIps Corporation Profit Shari…$38MGertens Family of Businesses Retirement PlanGertens Family of Businesses…$38MThe Ashforth Company 401(k) Savings PlanThe Ashforth Company 401(k) …$38MActon Medical Associates, P.C. 401(k) Profit Sharing PlanActon Medical Associates, P.…$38M
End-of-year total assets ($M) among July Pooled Employer Plan #2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$38M
Net Income$15M
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. -50000050000100000150000 -1001020304050 Total assets ($B) Participants July Pooled Employer Plan #2, Total assets ($B): 0.037946077 · Participants: 2707July Pooled Employer Plan #2AT&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
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 Gertens Family of Businesses Retirement Plan in MN ($38M); by covered participants it is Graco Employee Investment Plan in MN (2,708 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,707 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 July Pooled Employer Plan #2 assets move in 2023? ▼
July Pooled Employer Plan #2 surged - up 121.4% during 2023, from $17M to $38M. Reported net income was $15M.
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 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Gertens Family of Businesses Retirement Plan in MN ($38M, 277 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 Graco Employee Investment Plan in MN (2,708 participants, $572M 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 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.