401(k) · DOL Form 5500 · 2022

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,416
Participants Near avg headcount
86th
Percentile by assets National rank
$26,914
Avg per participant Low balance/head
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Official DOL plan name: Pep Smart National Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$38M in assets, 1,416 participants

Plan Professionals, LLC's Pep Smart National Pooled Employer Plan reported $38M in total assets and 1,416 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.

  • #4,604 in Administrative & Support Services (4,927 peers)

Where Pep Smart National Pooled Employer Plan sits by assets

Pep Smart National Pooled Employer Plan sits in the top quartile of all filed plans by assets, $38M for 1,416 participants (~$26,914/participant).

#4,604
in Administrative & Support Services (4,927 peers)
-$5M
reported net income
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pep Smart National Pooled Employer Plan's outsized position by total assets

Pep Smart National Pooled Employer Plan vs every filed plan by assets

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

$38,110,847 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

Pep Smart National Pooled Employer Plan'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. Pep Smart National Pooled Employer Plan lands in the large band (1,416 participants).

Published 5500 schedule card

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

Pep Smart National Pooled Employer Plan · $38M · 1,416 · 86th

  • RANK $38M
  • PHOTO 1,416
  • IND 86th
  • EOY 401(k)
  • 5500 near Sports Endeavors, LLC 401(k) Plan
  • ASSETS ind #4604

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 →

Pep Smart National Pooled Employer Plan in the asset neighbourhood

Sara Lee Frozen Bakery 401(k) PlanSara Lee Frozen Bakery 401(k…$38MPep Smart National Pooled Employer PlanPep Smart National Pooled Em…$38MSports Endeavors, LLC 401(k) PlanSports Endeavors, LLC 401(k)…$38MTnjh 401(k) Retirement Savings PlanTnjh 401(k) Retirement Savin…$38MEbara Technologies, Inc. 401(k) Savings PlanEbara Technologies, Inc. 401…$38M
End-of-year total assets ($M) among Pep Smart National Pooled Employer Plan 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)$38M
Net Income-$5M
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.

Pep Smart National Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Pep Smart National Pooled Employer Plan, Total assets ($B): 0.038110847 · Participants: 1416Pep Smart National Pooled Employer PlanJPMorgan 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
Pep Smart National Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Pep Smart National Pooled Employer Plan side-by-side with 3 peers →

Pep Smart National Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Sports Endeavors, LLC 401(k) Plan in NC ($38M); by covered participants it is Clear Channel Outdoor Holdings 401(k)Savings Plan in TX (1,416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,416 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 Pep Smart National Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Pep Smart National Pooled Employer Plan 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 Pep Smart National Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sports Endeavors, LLC 401(k) Plan in NC ($38M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Pep Smart National Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clear Channel Outdoor Holdings 401(k)Savings Plan in TX (1,416 participants, $147M 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.