401(k) · DOL Form 5500 · 2023

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$386K
Total assets Small plan by assets
40
Participants Small participant base
16th
Percentile by assets National rank
$9,662
Avg per participant Low balance/head
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Official DOL plan name: Bks Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$386K in assets, 40 participants

Plan Professionals, LLC's Bks Pooled Employer Plan reported $386K in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,522 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 Bks Pooled Employer Plan at $386K / 40 participants.

#1,522
in Administrative & Support Services (4,372 peers)
+146.7%
assets growth YoY

Bks Pooled Employer Plan among the smaller filed plans by assets

Bks Pooled Employer Plan vs every filed plan by assets

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

$386,495 16th percentile higher than 16% 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

Bks 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. Bks Pooled Employer Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bks Pooled Employer Plan reported net income rose from -$5M in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Bks Pooled Employer Plan end-of-year assets fell from $38M in the plan year 2022 filing to $386K in the plan year 2023 filing.
  • Bks Pooled Employer Plan reported participants fell from 1,416 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Bks Pooled Employer Plan · $386K · 40 · 16th

  • PHOTO $386K
  • PHOTO 40
  • PHOTO 16th
  • PHOTO 401(k)
  • PHOTO near Genius Gems Group Inc. 401(k) Plan
  • PHOTO ind #1522

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 →

Bks Pooled Employer Plan in the asset neighbourhood

Bks Pooled Employer Plan$386KGenius Gems Group Inc. 401(k) PlanGenius Gems Group Inc. 401(k…$386KIdea Services Group, Inc. 401(k) Profit Sharing PlanIdea Services Group, Inc. 40…$387KRough Rider Adventures Investment PlanRough Rider Adventures Inves…$386KPowells Adventure Corp. 401(k) Profit Sharing PlanPowells Adventure Corp. 401(…$386K
End-of-year total assets ($M) among Bks 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)$157K
Net Assets (End of Year)$386K
Net Income$230K
Employer EIN853213245
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Bks Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Bks Pooled Employer Plan, Total assets ($B): 0.000386495 · Participants: 40Bks 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
Bks Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Bks Pooled Employer Plan side-by-side with 3 peers →

Bks Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Genius Gems Group Inc. 401(k) Plan in NY ($386K); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Bks Pooled Employer Plan assets move in 2023? ▼
Bks Pooled Employer Plan surged - up 146.7% during 2023, from $157K to $386K. Reported net income was $230K.
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.
Where does Bks Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Bks Pooled Employer Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bks Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genius Gems Group Inc. 401(k) Plan in NY ($386K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Bks Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M 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.