401(k) · DOL Form 5500 · 2023
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $308M
- Total assets Above avg plan size
- 20,915
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $14,713
- Avg per participant Low balance/head
Official DOL plan name: Isolved 401-K Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$308M in assets, 20,915 participants
Plan Professionals, LLC's Isolved 401-K Plan reported $308M in total assets and 20,915 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #4,292 in Administrative & Support Services (4,372 peers)
Coverage in New Jersey
Isolved 401-K Plan covers 20,915 participants in New Jersey, 25x the typical New Jersey plan (state average ~844 per filing). Assets: $308M.
- #4,292
- in Administrative & Support Services (4,372 peers)
- +89.8%
- assets growth YoY
- 3.1×
- vs typical plan assets (national mean)
Isolved 401-K Plan's outsized position by total assets
Isolved 401-K Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$307,728,458 Top 4% higher than 96% 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
Isolved 401-K Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isolved 401-K Plan is a mega filing (20,915 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Isolved 401-K Plan reported net income rose from -$2M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Isolved 401-K Plan end-of-year assets rose from $162M in the plan year 2022 filing to $308M in the plan year 2023 filing.
- Isolved 401-K Plan reported participants rose from 17,275 in the plan year 2022 filing to 20,915 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 853213245 · Plan Professionals, LLC PY 2023 · 401(k)
Isolved 401-K Plan · $308M · 20,915 · 96th
- 5500 $308M
- ASSETS 20,915
- PCT 96th
- EIN 401(k)
- RANK near Carepoint Health, LLC 401(k) Profit Sharing Plan
- PHOTO ind #4292
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 →
Isolved 401-K Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | $71M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Professionals, LLC)
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 |
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
Scale composition for Isolved 401-K Plan
Isolved 401-K Plan reports $308M in end-of-year assets across 20,915 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $14,713 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $71M.
This plan identity (EIN 853213245, plan #310) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $162M to $466M (+187.3%) while covered participants moved from 17,275 to 40,580 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,275 | $162M | Open filing |
| 2023 | 20,915 | $308M | This page |
| 2024 · index core | 40,580 | $466M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Successwise Pooled Employer Plan (401(k), $1.5B, 62,004 participants)
- BUILDWISE (401(k), $650M, 13,177 participants)
- Agc Select 401(k) Pep (401(k), $611M, 12,885 participants)
- Isolved 401-K Plan (401(k), $466M, 40,580 participants)
Isolved 401-K Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($308M); by covered participants it is The Savings and Investment Plan in NY (20,919 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($308M here).
Similar participant headcount
Nearest other-state filings by covered participants (20,915 participants); asset peers above are excluded.
- The Savings and Investment Plan (NY) 20,919 · 4 off
- Iqvia 401(k) Plan (NC) 20,893 · 22 off
- Williams-Sonoma, Inc. 401(k) Plan (CA) 20,867 · 48 off
- Jo-Ann Stores, LLC 401(k) Savings Plan (OH) 20,860 · 55 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.