401(k) · DOL Form 5500 · 2023
Private Client Select Insurance LLC 401(k) Plan
Data updated 2026-08-11
- $73M
- Total assets
- 386
- Participants
- 89th
- Percentile by assets
- $187,974
- Avg per participant
Official DOL plan name: Private Client Select Insurance Services LLC 401(k) Retirement Plan · Sponsored by Private Client Select Insurance LLC · New Jersey · Finance & Insurance
$73M in assets, 386 participants
Private Client Select Insurance LLC's Private Client Select Insurance Services LLC 401(k) Retirement Plan reported $73M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #7,346 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Private Client Select Insurance Services LLC 401(k) Retirement Plan covers 386 participants in New Jersey, about 46% of the average New Jersey filer (state average ~844 per filing). Assets: $73M.
- $73M
- total plan assets (2023 EOY)
- 386
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $187,974
- avg assets per participant
Where Private Client Select Insurance Services LLC 401(k) Retirement Plan sits by total assets
Private Client Select Insurance Services LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,557,945 Top 11% higher than 89% 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
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Private Client Select Insurance Services LLC 401(k) Retirement Plan reports 386 participants - about 46% of that state average ($73M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $5M |
| Employer EIN | 884200069 |
| Plan Effective Date | 2023-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Private Client Select Insurance LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 386 | $73M |
| 2024 | 1 | 402 | $87M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Private Client Select Insurance Services LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Private Client Select Insurance Services LLC 401(k) Retirement Plan by total assets, not by location.
- Jaros, Baum & Bolles Employees 401(k) Savings Plan (NY) $73M · 362
- Georgia's Own Credit Union Employees Savings Plan & Trust (GA) $73M · 673
- Cks Packaging, Inc. 401(k) Plan (GA) $73M · 2,697
- Laz Karp Associates, LLC 401(k) Plan (CT) $73M · 5,690
Frequently Asked Questions
How have Private Client Select Insurance LLC plan assets changed over time? ▼
Where does Private Client Select Insurance Services LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Private Client Select Insurance Services LLC 401(k) Retirement Plan? ▼
Next read for Private Client Select Insurance Services…
Filing takeaways
Ways to act on Private Client Select Insurance Services LLC 401(k) Retirement Plan's numbers.
- By total assets, Private Client Select Insurance Services LLC 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Private Client Select Insurance LLC's sponsor-wide assets have grown 19.8% since 2023 across 2 plan years on file. More Finance & Insurance plans