401(k) · DOL Form 5500 · 2023

Access Financial Resources, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$392,200
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Access Financial Resources, Inc. 401(k) Plan · Sponsored by Access Financial Resources, Inc. · Oklahoma · Finance & Insurance

$4M in assets, 9 participants

Access Financial Resources, Inc.'s Access Financial Resources, Inc. 401(k) Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,359 in Finance & Insurance (8,869 peers)

Access Financial Resources, Inc. multi-year trail

Access Financial Resources, Inc.'s plans moved +31.4% in assets from 2022 to 2024; this filing shows Access Financial Resources, Inc. 401(k) Plan at $4M / 9 participants.

#2,359
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY

Access Financial Resources, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Access Financial Resources, Inc. 401(k) Plan vs every filed plan by assets

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

$3,529,802 38th percentile higher than 38% 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 Financial Resources, Inc. 401(k) Plan 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 Financial Resources, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Access Financial Resources, Inc. 401(k) Plan reported net income rose from $100K in the plan year 2022 filing to $466K in the plan year 2023 filing.
  • Access Financial Resources, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731399273 · Access Financial Resources, Inc. PY 2023 · 401(k)

Access Financial Resources, Inc. 401(k) Plan · $4M · 9 · 38th

  • BOY $4M
  • BOY 9
  • BOY 38th
  • BOY 401(k)
  • BOY near Cryostar Industries Inc. Retirement Plan
  • BOY ind #2359

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Access Financial Resources, Inc. 401(k) Plan in the asset neighbourhood

Access Financial Resources, Inc. 401(k) PlanAccess Financial Resources, …$4MCryostar Industries Inc. Retirement PlanCryostar Industries Inc. Ret…$4MBradley D. Smith, Dmd, PC 401(k) Profit Sharing PlanBradley D. Smith, Dmd, PC 40…$4MIntercoastal Sales Co., Inc. 401(k) Profit Sharing PlanIntercoastal Sales Co., Inc.…$4MHoods Discount Home Center of 401(k) Profit Sharing Plan & TrustHoods Discount Home Center o…$4M
End-of-year total assets ($M) among Access Financial Resources, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Access Financial Resources, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Access Financial Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 31.39822335182798% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.06M $4.03M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $4M
2024 1 10 $4M

Access Financial Resources, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$466K
Employer EIN731399273
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Access Financial Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Access Financial Resources, Inc. 401(k) Plan, Total assets ($B): 0.003529802 · Participants: 9Access Financial Resources, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Access Financial Resources, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Access Financial Resources, Inc. 401(k) Plan side-by-side with 3 peers →

Access Financial Resources, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Cryostar Industries Inc. Retirement Plan in NY ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Financial Resources, Inc. 401(k) Plan assets move in 2023? ▼
Access Financial Resources, Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $3M to $4M. Reported net income was $466K.
How have Access Financial Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Access Financial Resources, Inc.'s sponsor-wide assets grew 31.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Access Financial Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cryostar Industries Inc. Retirement Plan in NY ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Access Financial Resources, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 731399273.

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.