Profit Sharing · DOL Form 5500 · 2024

Access Plans LLC Profit Sharing Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
3,303
Participants Above avg headcount
1st
Percentile by assets National rank
$1
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

$2K in assets, 3,303 participants

Access Plans LLC's The Access Pooled Employer Plan - Series 1 reported $2K in total assets and 3,303 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

  • #124 in Professional & Technical Services (20,173 peers)

Coverage in Texas

The Access Pooled Employer Plan - Series 1 covers 3,303 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $2K.

#124
in Professional & Technical Services (20,173 peers)
-100.0%
assets change YoY

The Access Pooled Employer Plan - Series 1 among the smaller filed plans by assets

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

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

$1,773 1st percentile higher than 1% 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

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

Plan-year 2024 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 (3,303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Access Pooled Employer Plan - Series 1 end-of-year assets fell from $36M in the plan year 2023 filing to $2K in the plan year 2024 filing.
  • The Access Pooled Employer Plan - Series 1 reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Access Pooled Employer Plan - Series 1 reported participants fell from 3,333 in the plan year 2023 filing to 3,303 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 853473108 · Access Plans LLC PY 2024 · Profit Sharing

The Access Pooled Employer Plan - Series 1 · $2K · 3,303 · 1st

  • SCH $2K
  • EBSA 3,303
  • PART 1st
  • TYPE Profit Sharing
  • NET near Plant Drives and Systems, Inc. Profit Sharing Plan
  • BOOK ind #124

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

The Access Pooled Employer Plan - Series 1The Access Pooled Employer P…$2KPlant Drives and Systems, Inc. Profit Sharing PlanPlant Drives and Systems, In…$2KGalactic Enterprises, Inc. Retirement PlanGalactic Enterprises, Inc. R…$2KProtameen Chemicals, Inc. Profit Sharing PlanProtameen Chemicals, Inc. Pr…$2KSeipp, Inc. Profit Sharing PlanSeipp, Inc. Profit Sharing P…$2K
End-of-year total assets ($M) among The Access Pooled Employer Plan - Series 1 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$880
Net Income$8M
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 -0.500.511.522.5 Total assets ($B) Participants The Access Pooled Employer Plan - Series 1, Total assets ($B): 0.000001773 · Participants: 3303The Access Pooled Employer Plan - Series 1Baylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing 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 Plant Drives and Systems, Inc. Profit Sharing Plan in TN ($2K); by covered participants it is Medical Information Technology, Inc. Profit Sharing Plan in MA (3,306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,303 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 The Access Pooled Employer Plan - Series 1 assets move in 2024? ▼
The Access Pooled Employer Plan - Series 1 contracted severely - down 100.0% during 2024, from $36M to $2K. Reported net income was $8M.
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 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
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 Plant Drives and Systems, Inc. Profit Sharing Plan in TN ($2K, 9 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 Medical Information Technology, Inc. Profit Sharing Plan in MA (3,306 participants, $409M 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 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.