401(k) · DOL Form 5500 · 2022
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
- $41M
- Total assets
- 771
- Participants
- 86th
- Percentile by assets
- $53,637
- Avg per participant
Official DOL plan name: Accruewise Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$41M in assets, 771 participants
Plan Professionals, LLC's Accruewise Pep reported $41M in total assets and 771 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #4,623 in Administrative & Support Services (4,927 peers)
Where Accruewise Pep sits by assets
Accruewise Pep sits in the top quartile of all filed plans by assets, $41M for 771 participants (~$53,637/participant).
- $41M
- total plan assets (2022 EOY)
- 771
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $53,637
- avg assets per participant
Accruewise Pep vs the 2022 asset distribution
By assets, Accruewise Pep outranks 86% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $461K |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Professionals, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 12 | 28,330 | $722M |
| 2023 | 15 | 65,533 | $2.4B |
| 2024 | 19 | 177,859 | $4.2B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Accruewise Pep 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Accruewise Pep by total assets, not by location.
- Jim Beam Brands Company Union 401(k) Plan (IL) $41M · 642
- Brazeway Savings Plan (MI) $41M · 276
- Lin R. Rogers Electrical Contractors, Inc. 401(k) Profit Sharing Plan (GA) $41M · 893
- Best-One Tire & Service 401(k) Mep (IN) $41M · 1,392
Frequently Asked Questions
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does Accruewise Pep rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Accruewise Pep? ▼
Next read for Accruewise Pep
Scale reading
Ways to act on Accruewise Pep's numbers.
- By total assets, Accruewise Pep ranks in the top quartile of all filed plans by assets. See the largest plans
- 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