401(k) · DOL Form 5500 · 2022
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $352M
- Total assets Above avg plan size
- 6,435
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $54,658
- Avg per participant Low balance/head
Official DOL plan name: BUILDWISE · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$352M in assets, 6,435 participants
Plan Professionals, LLC's BUILDWISE reported $352M in total assets and 6,435 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #4,877 in Administrative & Support Services (4,927 peers)
Coverage in New Jersey
BUILDWISE covers 6,435 participants in New Jersey, 7.6x the typical New Jersey plan (state average ~844 per filing). Assets: $352M.
- #4,877
- in Administrative & Support Services (4,927 peers)
- +111.9%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
BUILDWISE's outsized position by total assets
BUILDWISE vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$351,725,004 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
BUILDWISE's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. BUILDWISE lands in the large band (6,435 participants).
Form 5500 schedule snapshot
Filing strip 853213245 · Plan Professionals, LLC PY 2022 · 401(k)
BUILDWISE · $352M · 6,435 · 97th
- BOY $352M
- SCH 6,435
- EBSA 97th
- PART 401(k)
- TYPE near Jones Walker LLP Profit Sharing Retirement Plan
- NET ind #4877
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 →
BUILDWISE in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $352M |
| Net Income | -$1M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
| 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.
- 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
Scale composition for BUILDWISE
BUILDWISE reports $352M in end-of-year assets across 6,435 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $54,658 per participant (40% of the national average assets-per-participant) . Net income for plan year 2022 was -$1M.
This plan identity (EIN 853213245, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $352M to $650M (+84.9%) while covered participants moved from 6,435 to 13,177 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,435 | $352M | This page |
| 2023 | 11,079 | $600M | Open filing |
| 2024 · index core | 13,177 | $650M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Successwise Pooled Employer Plan (401(k), $1.5B, 62,004 participants)
- BUILDWISE (401(k), $650M, 13,177 participants)
- Agc Select 401(k) Pep (401(k), $611M, 12,885 participants)
- Isolved 401-K Plan (401(k), $466M, 40,580 participants)
BUILDWISE's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Jones Walker LLP Profit Sharing Retirement Plan in LA ($352M); by covered participants it is Idexx Retirement and Incentive Savings Plan in ME (6,436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($352M here).
- Jones Walker LLP Profit Sharing Retirement Plan (LA) $352M · 604
- Blue Cross and Blue Shield Association Tax-Favored Savings Program (IL) $352M · 1,158
- Atlassian 401(k) Plan (CA) $352M · 2,990
- Washington Companies 401(k) Retirement Savings Plan (MT) $352M · 2,223
Similar participant headcount
Nearest other-state filings by covered participants (6,435 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.