401(k) · DOL Form 5500 · 2024

July Business Services 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
3,124
Participants Above avg headcount
84th
Percentile by assets National rank
$15,419
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: July Pooled Employer Plan #1 · Sponsored by July Business Services · Texas · Professional & Technical Services

$48M in assets, 3,124 participants

July Business Services's July Pooled Employer Plan #1 reported $48M in total assets and 3,124 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,042 in Professional & Technical Services (20,173 peers)

Coverage in Texas

July Pooled Employer Plan #1 covers 3,124 participants in Texas, 4.5x the typical Texas plan (state average ~688 per filing). Assets: $48M.

#17,042
in Professional & Technical Services (20,173 peers)
+87.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

July Pooled Employer Plan #1's outsized position by total assets

July Pooled Employer Plan #1 vs every filed plan by assets

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

$48,168,321 Top 16% higher than 84% 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

July Pooled Employer Plan #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. July Pooled Employer Plan #1 lands in the large band (3,124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • July Pooled Employer Plan #1 reported participants rose from 1,547 in the plan year 2023 filing to 3,124 in the plan year 2024 filing.
  • July Pooled Employer Plan #1 end-of-year assets rose from $26M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • July Pooled Employer Plan #1 reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 742715820 · July Business Services PY 2024 · 401(k)

July Pooled Employer Plan #1 · $48M · 3,124 · 84th

  • RANK $48M
  • PHOTO 3,124
  • IND 84th
  • EOY 401(k)
  • 5500 near Cardlytics 401(k) Plan
  • ASSETS ind #17042

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 →

July Pooled Employer Plan #1 in the asset neighbourhood

July Pooled Employer Plan #1$48MCardlytics 401(k) Plan$48MRitter Communications 401(k) Retirement PlanRitter Communications 401(k)…$48MMarex North America LLC 401(k) PlanMarex North America LLC 401(…$48MAddus Healthcare, Inc. 401(k) PlanAddus Healthcare, Inc. 401(k…$48M
End-of-year total assets ($M) among July Pooled Employer Plan #1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$48M
Net Income$13M
Employer EIN742715820
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (July Business Services)

Sponsor-wide plan assets over time

All July Business Services plans reported in each filing year

Latest sponsor-wide plan assets
$140M 199.4716682211763% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $46.8M $140M ▲ +199.5%
Year Plans Participants Total Assets
2022 4 3,020 $47M
2023 4 4,902 $92M
2024 4 8,452 $140M

Nearby 401(k) Plans in Texas

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

July Pooled Employer Plan #1 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants July Pooled Employer Plan #1, Total assets ($B): 0.048168321 · Participants: 3124July Pooled Employer Plan #1AT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
July Pooled Employer Plan #1 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Pooled Employer Plan #1 side-by-side with 3 peers →

July Pooled Employer Plan #1's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cardlytics 401(k) Plan in GA ($48M); by covered participants it is Hp Hood LLC Retirement Savings Plan in MA (3,125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,124 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 July Pooled Employer Plan #1 assets move in 2024? ▼
July Pooled Employer Plan #1 surged - up 87.3% during 2024, from $26M to $48M. Reported net income was $13M.
How have July Business Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), July Business Services's sponsor-wide assets grew 199.5%, from $47M to $140M.
Where does July Pooled Employer Plan #1 rank by assets among Form 5500 filers? ▼
July Pooled Employer Plan #1 ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to July Pooled Employer Plan #1? ▼
Among 401(k) plans in other states, the closest by assets is Cardlytics 401(k) Plan in GA ($48M, 404 participants).
Which 401(k) plans cover a similar participant headcount to July Pooled Employer Plan #1? ▼
Among 401(k) plans in other states, the closest by covered participants is Hp Hood LLC Retirement Savings Plan in MA (3,125 participants, $452M 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 742715820.

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.