Other · DOL Form 5500 · 2024
Accesslex Institute Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $198,428
- Avg per participant Above avg balance/head
Official DOL plan name: Accesslex Institute 403(b) Plan · Sponsored by Accesslex Institute · Pennsylvania · Educational Services
$25M in assets, 126 participants
Accesslex Institute's Accesslex Institute 403(b) Plan reported $25M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,114 in Educational Services (3,638 peers)
Coverage in Pennsylvania
Accesslex Institute 403(b) Plan covers 126 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $25M.
- #2,114
- in Educational Services (3,638 peers)
- +16.7%
- assets growth YoY
Accesslex Institute 403(b) Plan's outsized position by total assets
Accesslex Institute 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,001,896 Top 26% higher than 74% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Accesslex Institute 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accesslex Institute 403(b) Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Accesslex Institute 403(b) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Accesslex Institute 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Accesslex Institute 403(b) Plan reported participants rose from 118 in the plan year 2023 filing to 126 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 232719985 · Accesslex Institute PY 2024 · Other
Accesslex Institute 403(b) Plan · $25M · 126 · 74th
- BOY $25M
- BOY 126
- BOY 74th
- BOY Other
- BOY near Le Jardin Academy 403(b) DC Plan
- BOY ind #2114
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 Educational Services retirement plans → · Plans in Pennsylvania →
Accesslex Institute 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 232719985 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Accesslex Institute)
Sponsor-wide plan assets over time
All Accesslex Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 45.08317335741454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $17M |
| 2023 | 1 | 118 | $21M |
| 2024 | 1 | 126 | $25M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Accesslex Institute 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Le Jardin Academy 403(b) DC Plan in HI ($25M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Le Jardin Academy 403(b) DC Plan (HI) $25M · 275
- Parker Health Group, Inc. 403(b) Tda Plan (NJ) $25M · 679
- Bowen Health 403(b) Plan (IN) $25M · 1,187
- Davis & Elkins College Defined Contribution Retirement Plan (WV) $25M · 197
Similar participant headcount
Nearest other-state filings by covered participants (126 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.