401(k) · DOL Form 5500 · 2023

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,390
Participants Near avg headcount
62nd
Percentile by assets National rank
$8,465
Avg per participant Low balance/head
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Official DOL plan name: Premier 401(k) Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$12M in assets, 1,390 participants

Plan Professionals, LLC's Premier 401(k) Pooled Employer Plan reported $12M in total assets and 1,390 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,467 in Administrative & Support Services (4,372 peers)

Plan Professionals, LLC multi-year trail

Plan Professionals, LLC's plans moved +478.5% in assets from 2022 to 2024; this filing shows Premier 401(k) Pooled Employer Plan at $12M / 1,390 participants.

#3,467
in Administrative & Support Services (4,372 peers)
+916.4%
assets growth YoY

Premier 401(k) Pooled Employer Plan's mid-pack asset rank among Administrative & Support Services and all filers

Premier 401(k) Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,765,837 Top 38% higher than 62% of 127,068 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 2023

Premier 401(k) Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Premier 401(k) Pooled Employer Plan lands in the large band (1,390 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Premier 401(k) Pooled Employer Plan reported participants rose from 64 in the plan year 2022 filing to 1,390 in the plan year 2023 filing.
  • Premier 401(k) Pooled Employer Plan reported net income rose from $158K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Premier 401(k) Pooled Employer Plan end-of-year assets rose from $1M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853213245 · Plan Professionals, LLC PY 2023 · 401(k)

Premier 401(k) Pooled Employer Plan · $12M · 1,390 · 62nd

  • RANK $12M
  • RANK 1,390
  • RANK 62nd
  • RANK 401(k)
  • RANK near Ernie Ball, Inc. 401(k) Profit Sharing Plan
  • RANK ind #3467

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 →

Premier 401(k) Pooled Employer Plan in the asset neighbourhood

Premier 401(k) Pooled Employer PlanPremier 401(k) Pooled Employ…$12MErnie Ball, Inc. 401(k) Profit Sharing PlanErnie Ball, Inc. 401(k) Prof…$12MSlawson Companies, Inc. Tax Advantage PlanSlawson Companies, Inc. Tax …$12MYinlun Tdi 401(k) Plan$12MTransportation Impact, LLC 401(k) Profit Sharing PlanTransportation Impact, LLC 4…$12M
End-of-year total assets ($M) among Premier 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Plan Professionals, LLC multi-year asset trail

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

Plan Professionals, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN853213245
Plan Effective Date2022-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Premier 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Premier 401(k) Pooled Employer Plan, Total assets ($B): 0.011765837 · Participants: 1390Premier 401(k) Pooled Employer PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Premier 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Outside New Jersey, the nearest 401(k) by assets is Ernie Ball, Inc. 401(k) Profit Sharing Plan in CA ($12M); by covered participants it is Continental Resources, Inc. 401(k) in OK (1,390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,390 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Premier 401(k) Pooled Employer Plan assets move in 2023?
Premier 401(k) Pooled Employer Plan surged - up 916.4% during 2023, from $1M to $12M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Premier 401(k) Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Ernie Ball, Inc. 401(k) Profit Sharing Plan in CA ($12M, 530 participants).
Which 401(k) plans cover a similar participant headcount to Premier 401(k) Pooled Employer Plan?
Among 401(k) plans in other states, the closest by covered participants is Continental Resources, Inc. 401(k) in OK (1,390 participants, $327M in assets).