401(k) · DOL Form 5500 · 2024

Accesso Partners, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
121
Participants Small participant base
59th
Percentile by assets National rank
$98,276
Avg per participant Below avg balance/head
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Official DOL plan name: Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Accesso Partners, LLC · Florida · Real Estate

$12M in assets, 121 participants

Accesso Partners, LLC's Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,519 in Real Estate (4,605 peers)

Coverage in Florida

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust covers 121 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#3,519
in Real Estate (4,605 peers)
+10.9%
assets growth YoY

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,891,387 Top 41% higher than 59% 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

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust 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. Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 156 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200543064 · Accesso Partners, LLC PY 2024 · 401(k)

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust · $12M · 121 · 59th

  • IND $12M
  • EOY 121
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Helicopters, Inc. Employee Savings & Retirement Plan
  • EIN ind #3519

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 Real Estate retirement plans → · Plans in Florida →

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Accesso Partners, LLC 401(k) Profit Sharing Plan and TrustAccesso Partners, LLC 401(k)…$12MHelicopters, Inc. Employee Savings & Retirement PlanHelicopters, Inc. Employee S…$12MParagon Technical, Inc. 401(k) PlanParagon Technical, Inc. 401(…$12MGrm LLC 401(k) Profit Sharing PlanGrm LLC 401(k) Profit Sharin…$12MMod Op, LLC 401(k) Plan$12M
End-of-year total assets ($M) among Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN200543064
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accesso Partners, LLC)

Sponsor-wide plan assets over time

All Accesso Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 33.155265004618464% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.93M $11.9M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 168 $9M
2023 1 156 $11M
2024 1 121 $12M

Nearby 401(k) Plans in Florida

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

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011891387 · Participants: 121Accesso Partners, LLC 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Helicopters, Inc. Employee Savings & Retirement Plan in IL ($12M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 10.9% during 2024, from $11M to $12M. Reported net income was $1M.
How have Accesso Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accesso Partners, LLC's sponsor-wide assets grew 33.2%, from $9M to $12M.
Which 401(k) plans are similar in size to Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Helicopters, Inc. Employee Savings & Retirement Plan in IL ($12M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Accesso Partners, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 200543064.

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.