Profit Sharing · DOL Form 5500 · 2023

Access Plans LLC Profit Sharing Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
3,333
Participants Above avg headcount
82nd
Percentile by assets National rank
$10,822
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

$36M in assets, 3,333 participants

Access Plans LLC's The Access Pooled Employer Plan - Series 1 reported $36M in total assets and 3,333 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.

  • #16,758 in Professional & Technical Services (20,321 peers)

Coverage in Texas

The Access Pooled Employer Plan - Series 1 covers 3,333 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $36M.

#16,758
in Professional & Technical Services (20,321 peers)
-2.0%
assets change 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 2023 · DOL Form 5500

$36,069,762 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

The Access Pooled Employer Plan - Series 1'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. The Access Pooled Employer Plan - Series 1 lands in the large band (3,333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Access Pooled Employer Plan - Series 1 reported net income rose from $1M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Access Pooled Employer Plan - Series 1 end-of-year assets fell from $37M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • The Access Pooled Employer Plan - Series 1 reported participants rose from 3,308 in the plan year 2022 filing to 3,333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853473108 · Access Plans LLC PY 2023 · Profit Sharing

The Access Pooled Employer Plan - Series 1 · $36M · 3,333 · 82nd

  • PCT $36M
  • EIN 3,333
  • RANK 82nd
  • PHOTO Profit Sharing
  • IND near Eclc of New Jersey Retirement Plan
  • EOY ind #16758

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

Laborers Local 785 Defined Contribution PlanLaborers Local 785 Defined C…$36MThe Access Pooled Employer Plan - Series 1The Access Pooled Employer P…$36MEclc of New Jersey Retirement PlanEclc of New Jersey Retiremen…$36MPenobscot Community Health Center 403(b) PlanPenobscot Community Health C…$36MNorthern Ohio Laborers' Profit Sharing Annuity PlanNorthern Ohio Laborers' Prof…$36M
End-of-year total assets ($M) among The Access Pooled Employer Plan - Series 1 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income$13M
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. -50000050000100000150000 -202468 Total assets ($B) Participants The Access Pooled Employer Plan - Series 1, Total assets ($B): 0.036069762 · Participants: 3333The Access Pooled Employer Plan - Series 1Southwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
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 Eclc of New Jersey Retirement Plan in NJ ($36M); by covered participants it is I. B. E. W. Local Union No. 124 Annuity Plan in MO (3,338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,333 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 The Access Pooled Employer Plan - Series 1 assets move in 2023? ▼
The Access Pooled Employer Plan - Series 1 edged down modestly - down 2.0% during 2023, from $37M to $36M. Reported net income was $13M.
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 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 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 Eclc of New Jersey Retirement Plan in NJ ($36M, 377 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 I. B. E. W. Local Union No. 124 Annuity Plan in MO (3,338 participants, $394M 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.