401(k) · DOL Form 5500 · 2022

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
813
Participants Near avg headcount
91st
Percentile by assets National rank
$86,652
Avg per participant Below avg balance/head
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Official DOL plan name: Open Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$70M in assets, 813 participants

Plan Professionals, LLC's Open Pep reported $70M in total assets and 813 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,725 in Administrative & Support Services (4,927 peers)

Where Open Pep sits by assets

Open Pep sits in the top 10% of all filed plans by assets, $70M for 813 participants (~$86,652/participant).

#4,725
in Administrative & Support Services (4,927 peers)
-$2M
reported net income
0.7×
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.

Open Pep's outsized position by total assets

Open Pep vs every filed plan by assets

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

$70,447,936 Top 9% higher than 91% 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

Open 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. Open Pep sits mid-pack in the medium band (813 participants).

Published 5500 schedule card

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

Open Pep · $70M · 813 · 91st

  • ASSETS $70M
  • ASSETS 813
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Dunn Investment Company 401(k) Plan
  • ASSETS ind #4725

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 →

Open Pep in the asset neighbourhood

Open Pep$70MDunn Investment Company 401(k) PlanDunn Investment Company 401(…$70MOne Workplace L. Ferrari 401(k) PlanOne Workplace L. Ferrari 401…$70MSouthwest Energy Profit Sharing PlanSouthwest Energy Profit Shar…$70MWyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing PlanWyrick Robbins Yates & Ponto…$70M
End-of-year total assets ($M) among Open 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)$70M
Net Income-$2M
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.

Open Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Open Pep, Total assets ($B): 0.070447936 · Participants: 813Open 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
Open Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Open Pep side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Dunn Investment Company 401(k) Plan in AL ($70M); by covered participants it is Granges Americas Inc. Savings Plan in TN (813 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (813 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 Open Pep rank by assets among Form 5500 filers? ▼
Open Pep ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Open Pep? ▼
Among 401(k) plans in other states, the closest by assets is Dunn Investment Company 401(k) Plan in AL ($70M, 1,736 participants).
Which 401(k) plans cover a similar participant headcount to Open Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Granges Americas Inc. Savings Plan in TN (813 participants, $74M 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.