401(k) · DOL Form 5500 · 2023

Private Client Select Insurance LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
386
Participants Below avg headcount
89th
Percentile by assets National rank
$187,974
Avg per participant Above avg balance/head
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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.

  • #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.

#7,346
in Finance & Insurance (8,869 peers)
$5M
reported net income
0.7×
vs typical plan assets (national mean)

Private Client Select Insurance Services LLC 401(k) Retirement Plan's outsized position 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

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

Private Client Select Insurance Services LLC 401(k) Retirement Plan 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. Private Client Select Insurance Services LLC 401(k) Retirement Plan sits mid-pack in the medium band (386 participants).

DOL schedule card

Filing strip 884200069 · Private Client Select Insurance LLC PY 2023 · 401(k)

Private Client Select Insurance Services LLC 401(k) Retirement Plan · $73M · 386 · 89th

  • PHOTO $73M
  • IND 386
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Jaros, Baum & Bolles Employees 401(k) Savings Plan
  • PCT ind #7346

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Private Client Select Insurance Services LLC 401(k) Retirement Plan in the asset neighbourhood

Laz Karp Associates, LLC 401(k) PlanLaz Karp Associates, LLC 401…$73MPrivate Client Select Insurance Services LLC 401(k) Retirement PlanPrivate Client Select Insura…$73MJaros, Baum & Bolles Employees 401(k) Savings PlanJaros, Baum & Bolles Employe…$73MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$73MCks Packaging, Inc. 401(k) PlanCks Packaging, Inc. 401(k) P…$73M
End-of-year total assets ($M) among Private Client Select Insurance Services LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$73M
Net Income$5M
Employer EIN884200069
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Private Client Select Insurance LLC)

Sponsor-wide plan assets over time

All Private Client Select Insurance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 19.84441676235456% vs 2023
2024 filing year
$70M$75M$80M$85M$90M 20232024 $72.6M $87M ▲ +19.8%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Private Client Select Insurance Services LLC 401(k) Retirement Plan, Total assets ($B): 0.072557945 · Participants: 386Private Client Select Insurance Services LLC 401(k) Retirement 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
Private Client Select Insurance Services LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Private Client Select Insurance Services LLC 401(k) Retirement Plan side-by-side with 3 peers →

Private Client Select Insurance Services LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Jaros, Baum & Bolles Employees 401(k) Savings Plan in NY ($73M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 have Private Client Select Insurance LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Private Client Select Insurance LLC's sponsor-wide assets grew 19.8%, from $73M to $87M.
Where does Private Client Select Insurance Services LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Private Client Select Insurance Services LLC 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Private Client Select Insurance Services LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jaros, Baum & Bolles Employees 401(k) Savings Plan in NY ($73M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Select Insurance Services LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 884200069.

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.