401(k) · DOL Form 5500 · 2024

Access Financial Group 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
46th
Percentile by assets National rank
$449,515
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Access Financial Group 401(k) P.S. Plan · Sponsored by Access Financial Group · Illinois · Finance & Insurance

$6M in assets, 14 participants

Access Financial Group's Access Financial Group 401(k) P.S. Plan reported $6M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,706 in Finance & Insurance (8,549 peers)

Access Financial Group multi-year trail

Access Financial Group's plans moved +53.1% in assets from 2022 to 2024; this filing shows Access Financial Group 401(k) P.S. Plan at $6M / 14 participants.

#2,706
in Finance & Insurance (8,549 peers)
+16.8%
assets growth YoY

Access Financial Group 401(k) P.S. Plan's mid-pack asset rank among Finance & Insurance and all filers

Access Financial Group 401(k) P.S. Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,293,214 46th percentile higher than 46% of 123,620 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 2024

Access Financial Group 401(k) P.S. Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Access Financial Group 401(k) P.S. Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Access Financial Group 401(k) P.S. Plan reported net income fell from $1M in the plan year 2023 filing to $905K in the plan year 2024 filing.
  • Access Financial Group 401(k) P.S. Plan reported participants rose from 11 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Access Financial Group 401(k) P.S. Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133696056 · Access Financial Group PY 2024 · 401(k)

Access Financial Group 401(k) P.S. Plan · $6M · 14 · 46th

  • BOY $6M
  • SCH 14
  • EBSA 46th
  • PART 401(k)
  • TYPE near 401(a) Thrift Plan of Kips Bay Boys & Girls Club, Inc.
  • NET ind #2706

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 Illinois →

Access Financial Group 401(k) P.S. Plan in the asset neighbourhood

Access Financial Group 401(k) P.S. PlanAccess Financial Group 401(k…$6M401(a) Thrift Plan of Kips Bay Boys & Girls Club, Inc.401(a) Thrift Plan of Kips B…$6MHerrin-Gear Autoplex 401(k) PlanHerrin-Gear Autoplex 401(k) …$6MBedabox 401(k) Plan$6MBluegrass Health Partners 401(k) PlanBluegrass Health Partners 40…$6M
End-of-year total assets ($M) among Access Financial Group 401(k) P.S. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Access Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Access Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.13167099588168% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.11M $6.29M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 11 $5M
2024 1 14 $6M

Access Financial Group filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$905K
Employer EIN133696056
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Access Financial Group 401(k) P.S. Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Access Financial Group 401(k) P.S. Plan, Total assets ($B): 0.006293214 · Participants: 14Access Financial Group 401(k) P.S. PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Access Financial Group 401(k) P.S. Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Access Financial Group 401(k) P.S. Plan side-by-side with 3 peers →

Access Financial Group 401(k) P.S. Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is 401(a) Thrift Plan of Kips Bay Boys & Girls Club, Inc. in NY ($6M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Access Financial Group 401(k) P.S. Plan assets move in 2024? ▼
Access Financial Group 401(k) P.S. Plan grew sharply - up 16.8% during 2024, from $5M to $6M. Reported net income was $905K.
How have Access Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Access Financial Group's sponsor-wide assets grew 53.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Access Financial Group 401(k) P.S. Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(a) Thrift Plan of Kips Bay Boys & Girls Club, Inc. in NY ($6M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Access Financial Group 401(k) P.S. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133696056.

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.