Profit Sharing · DOL Form 5500 · 2023
Access Plans LLC Profit Sharing Plan
Data updated 2026-08-11
- $36M
- Total assets
- 3,333
- Participants
- 82nd
- Percentile by assets
- $10,822
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $36M
- total plan assets (2023 EOY)
- 3,333
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $10,822
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. The Access Pooled Employer Plan - Series 1 reports 3,333 participants - 4.8x that state average ($36M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $13M |
| Employer EIN | 853473108 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Access Plans LLC)
| 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
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Access Pooled Employer Plan - Series 1 by total assets, not by location.
- Eclc of New Jersey Retirement Plan (NJ) $36M · 377
- Penobscot Community Health Center 403(b) Plan (ME) $36M · 805
- Laborers Local 785 Defined Contribution Plan (NY) $36M · 566
- Northern Ohio Laborers' Profit Sharing Annuity Plan (OH) $36M · 1,137
Frequently Asked Questions
How did The Access Pooled Employer Plan - Series 1 assets move in 2023? ▼
How have Access Plans LLC plan assets changed over time? ▼
Where does The Access Pooled Employer Plan - Series 1 rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Access Pooled Employer Plan - Series 1? ▼
Next read for The Access Pooled Employer Plan - Series…
Filing takeaways
Ways to act on The Access Pooled Employer Plan - Series 1's numbers.
- By total assets, The Access Pooled Employer Plan - Series 1 ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Texas. Compare plans
- Access Plans LLC's sponsor-wide assets have grown 513.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans