401(k) · DOL Form 5500 · 2024

Dynamic Access, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 310
Participants Below avg headcount: 57th
Percentile by assets National rank: $34,027
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Dynamic Retirement Plan · Sponsored by Dynamic Access, LLC · Texas · Healthcare & Social Assistance

$11M in assets, 310 participants

Dynamic Access, LLC's Dynamic Retirement Plan reported $11M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

#10,544 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Dynamic Retirement Plan covers 310 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#10,544
in Healthcare & Social Assistance (16,916 peers): +19.8%
assets growth YoY

Dynamic Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dynamic Retirement Plan vs every filed plan by assets

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

$10,548,224 Top 43% higher than 57% 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

Dynamic Retirement 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. Dynamic Retirement Plan sits mid-pack in the medium band (310 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Dynamic Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Dynamic Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Dynamic Retirement Plan reported participants rose from 282 in the plan year 2023 filing to 310 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 900198507 · Dynamic Access, LLC PY 2024 · 401(k)

Dynamic Retirement Plan · $11M · 310 · 57th

TYPE $11M
NET 310
BOOK 57th
VS-ST 401(k)
BOY near The Retirement Plan for Employees of Florida Cardiology, P.a.
SCH ind #10544

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Dynamic Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	900198507
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Dynamic Access, LLC)

Latest sponsor-wide plan assets: $11M 57.53192089281725% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	111	$7M
2023	1	282	$9M
2024	1	310	$11M

Nearby 401(k) Plans in Texas

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

Dynamic Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Dynamic Retirement Plan side-by-side with 3 peers →

Dynamic Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Retirement Plan for Employees of Florida Cardiology, P.a. in FL ($11M); by covered participants it is The Mortgage Firm, Inc. 401(k) Plan in FL (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

The Retirement Plan for Employees of Florida Cardiology, P.a. (FL) $11M · 242
Lulu Press & Elizabeth Bradley Design 401(k) Plan (NC) $11M · 102
Profit Sharing and 401(k) Plan for Employees of Listowel Inc. (NY) $11M · 8
United Communications, Inc. Employees Profit Sharing Plan (KY) $11M · 210

Similar participant headcount

Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.

The Mortgage Firm, Inc. 401(k) Plan (FL) 310 · 0 off
Ips 401(k) Plan (OK) 310 · 0 off
Vern Eide Motorcars, Inc. 401(k) Plan (SD) 310 · 0 off
Smail Company, Inc. 401(k) Plan (PA) 310 · 0 off

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 Dynamic Retirement Plan assets move in 2024? ▼

Dynamic Retirement Plan grew sharply - up 19.8% during 2024, from $9M to $11M. Reported net income was $2M.

How have Dynamic Access, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Dynamic Access, LLC's sponsor-wide assets grew 57.5%, from $7M to $11M.

Which 401(k) plans are similar in size to Dynamic Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Retirement Plan for Employees of Florida Cardiology, P.a. in FL ($11M, 242 participants).

Which 401(k) plans cover a similar participant headcount to Dynamic Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Mortgage Firm, Inc. 401(k) Plan in FL (310 participants, $31M 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 900198507.