401(k) · DOL Form 5500 · 2022
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
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- Total assets
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- Participants
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.
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- total plan assets (2022 EOY)
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- covered participants
Plan Professionals, LLC across 3 plan years on file
Across the 3 plan years Plan Professionals, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $722M to $4.2B, a gain of 478.5%, while reported participants moved from 28,330 to 177,859 (+527.8%). Peak year by sponsor assets: 2024 ($4.2B); trough: 2022 ($722M).
Plan Professionals, LLC multi-year asset trail
| 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 EIN | 853213245 |
| Plan Effective Date | 2022-12-30 |
| Filing Status | FILING 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
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Frequently Asked Questions
How have Plan Professionals, LLC plan assets changed over time? ▼
Next read for Successwise Pooled Employer Plan
Multi-year trail
Ways to act on Successwise Pooled Employer Plan's numbers.
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Plan Professionals, LLC's sponsor-wide assets have grown 478.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans