401(k) · DOL Form 5500 · 2022

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
771
Participants Near avg headcount
86th
Percentile by assets National rank
$53,637
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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).

#4,623
in Administrative & Support Services (4,927 peers)
$461K
reported net income
0.4×
vs typical plan assets (national mean)

Accruewise Pep's outsized position by total assets

Accruewise Pep vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$41,354,485 Top 14% higher than 86% of 139,123 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 2022

Accruewise Pep among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accruewise Pep sits mid-pack in the medium band (771 participants).

EBSA filing schedule strip

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

Accruewise Pep · $41M · 771 · 86th

  • NET $41M
  • BOOK 771
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Jim Beam Brands Company Union 401(k) Plan
  • EBSA ind #4623

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 →

Accruewise Pep in the asset neighbourhood

Best-One Tire & Service 401(k) MepBest-One Tire & Service 401(…$41MJim Beam Brands Company Union 401(k) PlanJim Beam Brands Company Unio…$41MBrazeway Savings Plan$41MLin R. Rogers Electrical Contractors, Inc. 401(k) Profit Sharing PlanLin R. Rogers Electrical Con…$41MAccruewise Pep$41M
End-of-year total assets ($M) among Accruewise Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$41M
Net Income$461K
Employer EIN853213245
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plan Professionals, LLC)

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

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 Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Accruewise Pep, Total assets ($B): 0.041354485 · Participants: 771Accruewise PepJPMorgan 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
Accruewise Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Accruewise Pep side-by-side with 3 peers →

Accruewise Pep's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Jim Beam Brands Company Union 401(k) Plan in IL ($41M); by covered participants it is Domo, Inc. 401(k) Plan in UT (771 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (771 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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.
Where does Accruewise Pep rank by assets among Form 5500 filers? ▼
Accruewise Pep ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Accruewise Pep? ▼
Among 401(k) plans in other states, the closest by assets is Jim Beam Brands Company Union 401(k) Plan in IL ($41M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Accruewise Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Domo, Inc. 401(k) Plan in UT (771 participants, $83M in assets).

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.