401(k) · DOL Form 5500 · 2022

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

N/A
Total assets —
N/A
Participants Small participant base
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Official DOL plan name: Successwise Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

N/A in assets, N/A participants

Plan Professionals, LLC's Successwise Pooled Employer Plan reported N/A in total assets and N/A participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Plan Professionals, LLC multi-year trail

Plan Professionals, LLC's plans moved +478.5% in assets from 2022 to 2024; this filing shows Successwise Pooled Employer Plan at N/A / N/A participants.

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 853213245 · Plan Professionals, LLC PY 2022 · 401(k)

Successwise Pooled Employer Plan · N/A · N/A

  • BOOK N/A
  • BOOK N/A
  • BOOK PY 2022
  • BOOK 401(k)
  • BOOK EIN 853213245
  • BOOK status FILING RECEI

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 Administrative & Support Services retirement plans → · Plans in New Jersey →

Plan Professionals, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Plan Professionals, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4.2B 478.47575364915957% vs 2022
2024 filing year
$0B$2B$4B$6B 202220232024 $0.72B $4.17B ▲ +479.2%
Year Plans Participants Total Assets
2022 12 28,330 $722M
2023 15 65,533 $2.4B
2024 19 177,859 $4.2B

Plan Professionals, LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)N/A
Employer EIN853213245
Plan Effective Date2022-12-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Successwise Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 5 data points. 050000100000150000200000 10203040 Total assets ($B) Participants JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Successwise Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Successwise Pooled Employer Plan side-by-side with 3 peers →

Frequently Asked Questions

How have Plan Professionals, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Professionals, LLC's sponsor-wide assets grew 478.5%, from $722M to $4.2B.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853213245.

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.