July Business Services 401(k) and retirement plans

July Business Services, Waco, TX. EIN 74-2715820. Annual reports 2009–2024.

July Business Services has 4 active retirement plans on file. The largest is the July Pooled Employer Plan #2, with 5,382 participants and $52.9 million in assets in 2024. No traditional pension plan appears in July Business Services's filings since 2009.

Active plans: 4
Participants: 10,221
Plan assets: $140 million
Plans on file: 4
Industry: Professional services

All 4 plans

Active plans first

July Pooled Employer Plan #2

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 74-2715820
Participants (2024): 5,382
Net assets (2024): $52.9 million
Plan administrator: July Business Services
P.O. Box 2208
Waco, TX 76703
(888) 333-5859As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,382	$52.9 million	not listed
2023	3,440	$37.9 million	not listed
2022	2,201	$17.1 million	not listed
2021	52	$12,095	not listed

July Pooled Employer Plan #1

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 74-2715820
Participants (2024): 3,785
Net assets (2024): $48.2 million
Plan administrator: July Business Services
P.O. Box 2208
Waco, TX 76703
(888) 333-5859As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,785	$48.2 million	not listed
2023	1,974	$25.7 million	not listed
2022	1,294	$11.3 million	not listed
2021	100	$1.5 million	not listed

July Pooled Employer Plan #3

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 74-2715820
Participants (2024): 794
Net assets (2024): $12.9 million
Plan administrator: July Business Services
400 Austin Avenue, Suite 1200
Waco, TX 76701
(254) 299-6003As filed for 2024
In effect since: January 1, 2021

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	794	$12.9 million	not listed
2023	635	$8.0 million	not listed
2022	294	$4.8 million	not listed
2021	0	$0	not listed

July Business Services 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 74-2715820
Participants (2024): 260
Net assets (2024): $26.2 million
Plan administrator: July Business Services
400 Austin Avenue, Suite 1200
Waco, TX 76701
(254) 296-4015As filed for 2024
In effect since: January 1, 1996

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	260	$26.2 million	not listed
2023	218	$20.5 million	not listed
2022	148	$13.6 million	not listed
2021	131	$14.4 million	not listed
2020	109	$11.5 million	not listed
2019	85	$8.5 million	not listed
2018	85	$6.7 million	not listed
2017	88	$7.3 million	not listed
2016	93	$6.3 million	not listed
2015	94	$5.4 million	not listed
2014	93	$5.3 million	not listed
2013	100	$4.4 million	not listed
2012	100	$3.9 million	not listed
2011	101	$3.3 million	not listed
2010	106	$3.1 million	not listed
2009	112	$2.5 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((888) 333-5859). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

July Pooled Employer Plan #2

July Pooled Employer Plan #1

July Pooled Employer Plan #3

July Business Services 401(k) Plan

If you had money in one of these plans

What these numbers are

Other professional services employers in TX