401(k) · DOL Form 5500 · 2022
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $162M
- Total assets Near avg plan size
- 17,275
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $9,385
- Avg per participant Low balance/head
Official DOL plan name: Isolved 401-K Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$162M in assets, 17,275 participants
Plan Professionals, LLC's Isolved 401-K Plan reported $162M in total assets and 17,275 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #4,808 in Administrative & Support Services (4,927 peers)
Coverage in New Jersey
Isolved 401-K Plan covers 17,275 participants in New Jersey, 20x the typical New Jersey plan (state average ~844 per filing). Assets: $162M.
- #4,808
- in Administrative & Support Services (4,927 peers)
- -$2M
- reported net income
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Isolved 401-K Plan's outsized position by total assets
Isolved 401-K Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$162,118,487 Top 5% higher than 95% 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
Isolved 401-K Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isolved 401-K Plan is a mega filing (17,275 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 853213245 · Plan Professionals, LLC PY 2022 · 401(k)
Isolved 401-K Plan · $162M · 17,275 · 95th
- TYPE $162M
- NET 17,275
- BOOK 95th
- VS-ST 401(k)
- BOY near Bosch Security Systems Retirement Savings Plan
- SCH ind #4808
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 →
Isolved 401-K Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | -$2M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-01-01 |
| 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 Isolved 401-K Plan
Isolved 401-K Plan reports $162M in end-of-year assets across 17,275 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $9,385 per participant (7% of the national average assets-per-participant) . Net income for plan year 2022 was -$2M.
This plan identity (EIN 853213245, plan #310) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $162M to $466M (+187.3%) while covered participants moved from 17,275 to 40,580 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,275 | $162M | This page |
| 2023 | 20,915 | $308M | Open filing |
| 2024 · index core | 40,580 | $466M | 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)
Isolved 401-K Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bosch Security Systems Retirement Savings Plan in IL ($162M); by covered participants it is Amerisourcebergen Employee Investment Plan in PA (17,273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162M here).
- Bosch Security Systems Retirement Savings Plan (IL) $162M · 824
- Alltech Savings & Retirement Plan (KY) $162M · 1,365
- Dynatrace Inc 401(k) Plan (MA) $162M · 1,168
- Mountain America Federal Credit Union 401(k) Plan (UT) $162M · 2,785
Similar participant headcount
Nearest other-state filings by covered participants (17,275 participants); asset peers above are excluded.
- Amerisourcebergen Employee Investment Plan (PA) 17,273 · 2 off
- The 401(k) Plan for Permanente Medical Groups (CA) 17,255 · 20 off
- United Rentals 401(k) Investment Plan (CT) 17,244 · 31 off
- Cerner Corporation Foundations Retirement Plan (CA) 17,231 · 44 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.