401(k) · DOL Form 5500 · 2024

Access Plans LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
2,131
Participants Near avg headcount
88th
Percentile by assets National rank
$35,138
Avg per participant Low balance/head
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Official DOL plan name: Access Pooled Employer Plan- Series II · Sponsored by Access Plans LLC · Texas · Professional & Technical Services

$75M in assets, 2,131 participants

Access Plans LLC's Access Pooled Employer Plan- Series II reported $75M in total assets and 2,131 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,003 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Access Pooled Employer Plan- Series II covers 2,131 participants in Texas, 3.1x the typical Texas plan (state average ~688 per filing). Assets: $75M.

#18,003
in Professional & Technical Services (20,173 peers)
+351.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Access Pooled Employer Plan- Series II's outsized position by total assets

Access Pooled Employer Plan- Series II vs every filed plan by assets

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

$74,878,950 Top 12% higher than 88% 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

Access Pooled Employer Plan- Series II'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. Access Pooled Employer Plan- Series II lands in the large band (2,131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Access Pooled Employer Plan- Series II reported net income rose from $807K in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Access Pooled Employer Plan- Series II end-of-year assets rose from $17M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Access Pooled Employer Plan- Series II reported participants rose from N/A in the plan year 2023 filing to 2,131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 853473108 · Access Plans LLC PY 2024 · 401(k)

Access Pooled Employer Plan- Series II · $75M · 2,131 · 88th

  • SCH $75M
  • EBSA 2,131
  • PART 88th
  • TYPE 401(k)
  • NET near Pretium Packaging LLC 401(k) Savings & Investment Plan
  • BOOK ind #18003

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 →

Access Pooled Employer Plan- Series II in the asset neighbourhood

Plumbers and Pipefitters Local 168 Retirement PlanPlumbers and Pipefitters Loc…$75MBiocryst Pharmaceuticals, Inc. 401(k) Retirement PlanBiocryst Pharmaceuticals, In…$75MPretium Packaging LLC 401(k) Savings & Investment PlanPretium Packaging LLC 401(k)…$75MInserra Supermarkets, Inc. Profit Sharing 401(k) PlanInserra Supermarkets, Inc. P…$75MAccess Pooled Employer Plan- Series IIAccess Pooled Employer Plan-…$75M
End-of-year total assets ($M) among Access Pooled Employer Plan- Series II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$73M
Net Income$8M
Employer EIN853473108
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Access Plans LLC)

Sponsor-wide plan assets over time

All Access Plans LLC plans reported in each filing year

Latest sponsor-wide plan assets
$226M 513.7801908443777% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $36.9M $226M ▲ +513.7%
Year Plans Participants Total Assets
2022 2 3,312 $37M
2023 4 3,337 $66M
2024 6 8,541 $226M

Nearby 401(k) Plans in Texas

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

Access Pooled Employer Plan- Series II vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Access Pooled Employer Plan- Series II, Total assets ($B): 0.07487895 · Participants: 2131Access Pooled Employer Plan- Series IIAT&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
Access Pooled Employer Plan- Series II vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Access Pooled Employer Plan- Series II side-by-side with 3 peers →

Access Pooled Employer Plan- Series II's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pretium Packaging LLC 401(k) Savings & Investment Plan in MO ($75M); by covered participants it is Fusion Employer Services Retirement Savings Plan in NJ (2,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,131 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 Access Pooled Employer Plan- Series II assets move in 2024? ▼
Access Pooled Employer Plan- Series II surged - up 351.3% during 2024, from $17M to $75M. Reported net income was $8M.
How have Access Plans LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Access Plans LLC's sponsor-wide assets grew 513.8%, from $37M to $226M.
Where does Access Pooled Employer Plan- Series II rank by assets among Form 5500 filers? ▼
Access Pooled Employer Plan- Series II ranks in the 88th 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 Access Pooled Employer Plan- Series II? ▼
Among 401(k) plans in other states, the closest by assets is Pretium Packaging LLC 401(k) Savings & Investment Plan in MO ($75M, 2,680 participants).
Which 401(k) plans cover a similar participant headcount to Access Pooled Employer Plan- Series II? ▼
Among 401(k) plans in other states, the closest by covered participants is Fusion Employer Services Retirement Savings Plan in NJ (2,130 participants, N/A 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 853473108.

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.