401(k) · DOL Form 5500 · 2024

July Business Services 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
4,432
Participants Above avg headcount
85th
Percentile by assets National rank
$11,929
Avg per participant Low balance/head
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Official DOL plan name: July Pooled Employer Plan #2 · Sponsored by July Business Services · Texas · Professional & Technical Services

$53M in assets, 4,432 participants

July Business Services's July Pooled Employer Plan #2 reported $53M in total assets and 4,432 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,270 in Professional & Technical Services (20,173 peers)

Coverage in Texas

July Pooled Employer Plan #2 covers 4,432 participants in Texas, 6.4x the typical Texas plan (state average ~688 per filing). Assets: $53M.

#17,270
in Professional & Technical Services (20,173 peers)
+39.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

July Pooled Employer Plan #2's outsized position by total assets

July Pooled Employer Plan #2 vs every filed plan by assets

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

$52,870,191 Top 15% higher than 85% 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 #2'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 #2 lands in the large band (4,432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • July Pooled Employer Plan #2 reported participants rose from 2,707 in the plan year 2023 filing to 4,432 in the plan year 2024 filing.
  • July Pooled Employer Plan #2 end-of-year assets rose from $38M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • July Pooled Employer Plan #2 reported net income rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

July Pooled Employer Plan #2 · $53M · 4,432 · 85th

  • EIN $53M
  • RANK 4,432
  • PHOTO 85th
  • IND 401(k)
  • EOY near Southview Medical Group, P. C. 401(k) Plan
  • 5500 ind #17270

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 #2 in the asset neighbourhood

Securus 401(k) Plan$53MJuly Pooled Employer Plan #2$53MSouthview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$53MDenver School of Science and Technology 401(k) PlanDenver School of Science and…$53MDonahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$53M
End-of-year total assets ($M) among July Pooled Employer Plan #2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$53M
Net Income$18M
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 #2 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants July Pooled Employer Plan #2, Total assets ($B): 0.052870191 · Participants: 4432July Pooled Employer Plan #2AT&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 #2 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Pooled Employer Plan #2 side-by-side with 3 peers →

July Pooled Employer Plan #2's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Southview Medical Group, P. C. 401(k) Plan in AL ($53M); by covered participants it is Corpay, Inc. 401(k) Savings Plan in LA (4,431 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,432 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 #2 assets move in 2024? ▼
July Pooled Employer Plan #2 surged - up 39.3% during 2024, from $38M to $53M. Reported net income was $18M.
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 #2 rank by assets among Form 5500 filers? ▼
July Pooled Employer Plan #2 ranks in the 85th 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 #2? ▼
Among 401(k) plans in other states, the closest by assets is Southview Medical Group, P. C. 401(k) Plan in AL ($53M, 324 participants).
Which 401(k) plans cover a similar participant headcount to July Pooled Employer Plan #2? ▼
Among 401(k) plans in other states, the closest by covered participants is Corpay, Inc. 401(k) Savings Plan in LA (4,431 participants, $275M 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.