401(k) · DOL Form 5500 · 2024

Access, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
21
Participants Small participant base
47th
Percentile by assets National rank
$311,232
Avg per participant High balance/head
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Official DOL plan name: Access, Inc. 401(k) Profit Sharing Plan · Sponsored by Access, Inc. · Wisconsin · Wholesale Trade

$7M in assets, 21 participants

Access, Inc.'s Access, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,226 in Wholesale Trade (6,080 peers)

Access, Inc. multi-year trail

Access, Inc.'s plans moved +41.5% in assets from 2022 to 2024; this filing shows Access, Inc. 401(k) Profit Sharing Plan at $7M / 21 participants.

#2,226
in Wholesale Trade (6,080 peers)
+10.4%
assets growth YoY

Access, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Access, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,535,878 47th percentile higher than 47% 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, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Access, Inc. 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Access, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $617K in the plan year 2024 filing.
  • Access, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Access, Inc. 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391743577 · Access, Inc. PY 2024 · 401(k)

Access, Inc. 401(k) Profit Sharing Plan · $7M · 21 · 47th

  • NET $7M
  • BOOK 21
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Forus 401(k)
  • EBSA ind #2226

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Access, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Access, Inc. 401(k) Profit Sharing PlanAccess, Inc. 401(k) Profit S…$7MForus 401(k)$7MRightway Fasteners, Inc. Retirement Savings PlanRightway Fasteners, Inc. Ret…$7MLogistic Specialties, Inc. 401(k) PlanLogistic Specialties, Inc. 4…$7MCaloris Engineering, LLC 401(k) PlanCaloris Engineering, LLC 401…$7M
End-of-year total assets ($M) among Access, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Access, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Access, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.48646252779289% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.62M $6.54M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 17 $5M
2023 1 20 $6M
2024 1 21 $7M

Access, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$617K
Employer EIN391743577
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Access, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Access, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006535878 · Participants: 21Access, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Access, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Access, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Access, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Forus 401(k) in NY ($7M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Access, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.4% during 2024, from $6M to $7M. Reported net income was $617K.
How have Access, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Access, Inc.'s sponsor-wide assets grew 41.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Access, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forus 401(k) in NY ($7M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Access, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 391743577.

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.