401(k) · DOL Form 5500 · 2022
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
- $352M
- Total assets
- 6,435
- Participants
- 97th
- Percentile by assets
- $54,658
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $352M
- total plan assets (2022 EOY)
- 6,435
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $54,658
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. BUILDWISE reports 6,435 participants - 7.6x that state average ($352M EOY assets).
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)
| 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.
BUILDWISE 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
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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to BUILDWISE by total assets, not by location.
- 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
Frequently Asked Questions
How did BUILDWISE assets move in 2022? ▼
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does BUILDWISE rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to BUILDWISE? ▼
Next read for BUILDWISE
Filing takeaways
Ways to act on BUILDWISE's numbers.
- By total assets, BUILDWISE ranks in the top 5% 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