401(k) · DOL Form 5500 · 2023

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
92
Participants Small participant base
67th
Percentile by assets National rank
$158,295
Avg per participant Above avg balance/head
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Official DOL plan name: Ezchoice 401(k) Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$15M in assets, 92 participants

Plan Professionals, LLC's Ezchoice 401(k) Pooled Employer Plan reported $15M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,599 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 Ezchoice 401(k) Pooled Employer Plan at $15M / 92 participants.

#3,599
in Administrative & Support Services (4,372 peers)
+20.4%
assets growth YoY

Ezchoice 401(k) Pooled Employer Plan's outsized position by total assets

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

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

$14,563,151 Top 33% higher than 67% 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

Ezchoice 401(k) Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ezchoice 401(k) Pooled Employer Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ezchoice 401(k) Pooled Employer Plan reported net income rose from -$725K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ezchoice 401(k) Pooled Employer Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ezchoice 401(k) Pooled Employer Plan reported participants fell from 93 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Ezchoice 401(k) Pooled Employer Plan · $15M · 92 · 67th

  • SCH $15M
  • SCH 92
  • SCH 67th
  • SCH 401(k)
  • SCH near Burning Man Project 401(k) Plan
  • SCH ind #3599

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 →

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

Ezchoice 401(k) Pooled Employer PlanEzchoice 401(k) Pooled Emplo…$15MBurning Man Project 401(k) PlanBurning Man Project 401(k) P…$15MCbai 401(k) Multiple Employer Plan Adopted by Western Illinois Bancshares, Inc.Cbai 401(k) Multiple Employe…$15MColor Image Apparel, Inc. 401(k) Profit Sharing PlanColor Image Apparel, Inc. 40…$15MGlobal Securitization Services 401(k) PlanGlobal Securitization Servic…$15M
End-of-year total assets ($M) among Ezchoice 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)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN853213245
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Ezchoice 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 ($B) Participants Ezchoice 401(k) Pooled Employer Plan, Total assets ($B): 0.014563151 · Participants: 92Ezchoice 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
Ezchoice 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ezchoice 401(k) Pooled Employer Plan side-by-side with 3 peers →

Ezchoice 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 Burning Man Project 401(k) Plan in CA ($15M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Ezchoice 401(k) Pooled Employer Plan assets move in 2023? ▼
Ezchoice 401(k) Pooled Employer Plan grew sharply - up 20.4% during 2023, from $12M to $15M. Reported net income was $2M.
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 Ezchoice 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burning Man Project 401(k) Plan in CA ($15M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Ezchoice 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A 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 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.