Profit Sharing · DOL Form 5500 · 2022

Access Plans LLC Profit Sharing Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
3,308
Participants Above avg headcount
85th
Percentile by assets National rank
$11,122
Avg per participant Low balance/head
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Official DOL plan name: The Access Pooled Employer Plan - Series 1 · Sponsored by Access Plans LLC · Texas · Professional & Technical Services

$37M in assets, 3,308 participants

Access Plans LLC's The Access Pooled Employer Plan - Series 1 reported $37M in total assets and 3,308 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,532 in Professional & Technical Services (21,562 peers)

Coverage in Texas

The Access Pooled Employer Plan - Series 1 covers 3,308 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $37M.

#18,532
in Professional & Technical Services (21,562 peers)
+114.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Access Pooled Employer Plan - Series 1's outsized position by total assets

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,791,347 Top 15% higher than 85% of 139,123 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 2022

The Access Pooled Employer Plan - Series 1's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Access Pooled Employer Plan - Series 1 lands in the large band (3,308 participants).

Plan-year Form 5500 strip

Filing strip 853473108 · Access Plans LLC PY 2022 · Profit Sharing

The Access Pooled Employer Plan - Series 1 · $37M · 3,308 · 85th

  • ASSETS $37M
  • PCT 3,308
  • EIN 85th
  • RANK Profit Sharing
  • PHOTO near Ironworkers Local 808 Annuity Fund
  • IND ind #18532

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 →

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

Stanford Health Care Tri-Valley Defined Contribution Retirement PlanStanford Health Care Tri-Val…$37MIronworkers Local 808 Annuity FundIronworkers Local 808 Annuit…$37MThe Access Pooled Employer Plan - Series 1The Access Pooled Employer P…$37MIBEW Local No. 32 NECA Profit Sharing Annuity PlanIBEW Local No. 32 NECA Profi…$37MPension Plan for Direct Labor EmployeesPension Plan for Direct Labo…$37M
End-of-year total assets ($M) among The Access Pooled Employer Plan - Series 1 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$37M
Net Income$1M
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 Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Access Pooled Employer Plan - Series 1 vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants The Access Pooled Employer Plan - Series 1, Total assets ($B): 0.036791347 · Participants: 3308The Access Pooled Employer Plan - Series 1Southwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
The Access Pooled Employer Plan - Series 1 vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare The Access Pooled Employer Plan - Series 1 side-by-side with 3 peers →

The Access Pooled Employer Plan - Series 1's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Ironworkers Local 808 Annuity Fund in PA ($37M); by covered participants it is Sinai Health System Retirement Plan in IL (3,259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,308 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Access Pooled Employer Plan - Series 1 assets move in 2022? ▼
The Access Pooled Employer Plan - Series 1 surged - up 114.3% during 2022, from $17M to $37M. Reported net income was $1M.
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.
Where does The Access Pooled Employer Plan - Series 1 rank by assets among Form 5500 filers? ▼
The Access Pooled Employer Plan - Series 1 ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Access Pooled Employer Plan - Series 1? ▼
Among Profit Sharing plans in other states, the closest by assets is Ironworkers Local 808 Annuity Fund in PA ($37M, 696 participants).
Which Profit Sharing plans cover a similar participant headcount to The Access Pooled Employer Plan - Series 1? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sinai Health System Retirement Plan in IL (3,259 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.