401(k) · DOL Form 5500 · 2023
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 778
- Participants Near avg headcount
- 70th
- Percentile by assets National rank
- $21,972
- Avg per participant Low balance/head
Official DOL plan name: America's Healthcare Employee Retirement Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$17M in assets, 778 participants
Plan Professionals, LLC's America's Healthcare Employee Retirement Pep reported $17M in total assets and 778 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #3,683 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 America's Healthcare Employee Retirement Pep at $17M / 778 participants.
- #3,683
- in Administrative & Support Services (4,372 peers)
- +9335.8%
- assets growth YoY
America's Healthcare Employee Retirement Pep's outsized position by total assets
America's Healthcare Employee Retirement Pep vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,093,856 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
America's Healthcare Employee Retirement Pep among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. America's Healthcare Employee Retirement Pep sits mid-pack in the medium band (778 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- America's Healthcare Employee Retirement Pep end-of-year assets rose from $181K in the plan year 2022 filing to $17M in the plan year 2023 filing.
- America's Healthcare Employee Retirement Pep reported net income rose from $181K in the plan year 2022 filing to $396K in the plan year 2023 filing.
- America's Healthcare Employee Retirement Pep reported participants rose from 517 in the plan year 2022 filing to 778 in the plan year 2023 filing.
DOL schedule card
Filing strip 853213245 · Plan Professionals, LLC PY 2023 · 401(k)
America's Healthcare Employee Retirement Pep · $17M · 778 · 70th
- IND $17M
- IND 778
- IND 70th
- IND 401(k)
- IND near G. a. Braun Incorporated 401(k) Plan
- IND ind #3683
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 →
America's Healthcare Employee Retirement Pep in the asset neighbourhood
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
| 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) | $181K |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $396K |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
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 $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
America's Healthcare Employee Retirement Pep's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is G. a. Braun Incorporated 401(k) Plan in NY ($17M); by covered participants it is Joerns Healthcare LLC Retirement Plan in NC (778 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- G. a. Braun Incorporated 401(k) Plan (NY) $17M · 209
- Food for the Hungry, Inc. Retirement Plan (AZ) $17M · 182
- Tuckahoe Holdings 401(k) Plan (VA) $17M · 1,897
- Asc Process System, Inc. 401(k) Plan (CA) $17M · 197
Similar participant headcount
Nearest other-state filings by covered participants (778 participants); asset peers above are excluded.
- Joerns Healthcare LLC Retirement Plan (NC) 778 · 0 off
- City Ventures 401(k) Plan (NE) 778 · 0 off
- Credit One Bank, N. a. 401(k) Plan and Trust (NV) 778 · 0 off
- Bartell Hotels 401(k) Plan (CA) 778 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.