401(k) · DOL Form 5500 · 2023
Access Plans LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 69th
- Percentile by assets National rank
Official DOL plan name: Access Pooled Employer Plan- Series II · Sponsored by Access Plans LLC · Texas · Professional & Technical Services
$17M in assets, N/A participants
Access Plans LLC's Access Pooled Employer Plan- Series II reported $17M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,920 in Professional & Technical Services (20,321 peers)
Access Plans LLC multi-year trail
Access Plans LLC's plans moved +513.8% in assets from 2022 to 2024; this filing shows Access Pooled Employer Plan- Series II at $17M / N/A participants.
- #13,920
- in Professional & Technical Services (20,321 peers)
- $807K
- reported net income
Access Pooled Employer Plan- Series II's outsized position by total assets
Access Pooled Employer Plan- Series II vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,592,622 Top 31% higher than 69% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 853473108 · Access Plans LLC PY 2023 · 401(k)
Access Pooled Employer Plan- Series II · $17M · N/A · 69th
- 5500 $17M
- 5500 N/A
- 5500 69th
- 5500 401(k)
- 5500 near Succession Capital, Inc. 401(k) Plan
- 5500 ind #13920
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 →
Access Pooled Employer Plan- Series II in the asset neighbourhood
Access Plans LLC multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,312 | $37M |
| 2023 | 4 | 3,337 | $66M |
| 2024 | 6 | 8,541 | $226M |
Access Plans LLC filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $807K |
| Employer EIN | 853473108 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Access Pooled Employer Plan- Series II's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is Succession Capital, Inc. 401(k) Plan in CA at $17M (this filing: $17M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Succession Capital, Inc. 401(k) Plan (CA) $17M · 523
- Christy Sports LLC 401(k) Profit Sharing Plan (CO) $17M · 654
- Ingleside 401(k) Plan (MD) $17M · 658
- The H. D. Chasen Co., Inc. Profit-Sharing Plan (MA) $17M · 13
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.