401(k) · DOL Form 5500 · 2024

July Business Services 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
700
Participants Below avg headcount
61st
Percentile by assets National rank
$18,497
Avg per participant Low balance/head
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Official DOL plan name: July Pooled Employer Plan #3 · Sponsored by July Business Services · Texas · Professional & Technical Services

$13M in assets, 700 participants

July Business Services's July Pooled Employer Plan #3 reported $13M in total assets and 700 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,130 in Professional & Technical Services (20,173 peers)

July Business Services multi-year trail

July Business Services's plans moved +199.5% in assets from 2022 to 2024; this filing shows July Pooled Employer Plan #3 at $13M / 700 participants.

#12,130
in Professional & Technical Services (20,173 peers)
+62.1%
assets growth YoY

July Pooled Employer Plan #3's mid-pack asset rank among Professional & Technical Services and all filers

July Pooled Employer Plan #3 vs every filed plan by assets

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

$12,947,635 Top 39% higher than 61% 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 #3 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. July Pooled Employer Plan #3 sits mid-pack in the medium band (700 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • July Pooled Employer Plan #3 end-of-year assets rose from $8M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • July Pooled Employer Plan #3 reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • July Pooled Employer Plan #3 reported participants rose from 520 in the plan year 2023 filing to 700 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

July Pooled Employer Plan #3 · $13M · 700 · 61st

  • VS-ST $13M
  • BOY 700
  • SCH 61st
  • EBSA 401(k)
  • PART near Superior Mechanical 401(k) Plan
  • TYPE ind #12130

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 #3 in the asset neighbourhood

July Pooled Employer Plan #3$13MSuperior Mechanical 401(k) PlanSuperior Mechanical 401(k) P…$13MPrg Real Estate Management, Inc. 401(k) PlanPrg Real Estate Management, …$13MHeartland Farms, Inc. 401(k) PlanHeartland Farms, Inc. 401(k)…$13MFamilies, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among July Pooled Employer Plan #3 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

July Business Services multi-year asset trail

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

July Business Services filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN742715820
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

July Pooled Employer Plan #3 vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants July Pooled Employer Plan #3, Total assets ($B): 0.012947635 · Participants: 700July Pooled Employer Plan #3AT&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 #3 vs. nearby 401(k) plans in Texas, assets vs. participants
Compare July Pooled Employer Plan #3 side-by-side with 3 peers →

July Pooled Employer Plan #3's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Superior Mechanical 401(k) Plan in MN ($13M); by covered participants it is Abx 401(k) Retirement Plan in NC (700 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (700 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 #3 assets move in 2024? ▼
July Pooled Employer Plan #3 surged - up 62.1% during 2024, from $8M to $13M. Reported net income was $5M.
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.
Which 401(k) plans are similar in size to July Pooled Employer Plan #3? ▼
Among 401(k) plans in other states, the closest by assets is Superior Mechanical 401(k) Plan in MN ($13M, 154 participants).
Which 401(k) plans cover a similar participant headcount to July Pooled Employer Plan #3? ▼
Among 401(k) plans in other states, the closest by covered participants is Abx 401(k) Retirement Plan in NC (700 participants, $43M 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.