401(k) · DOL Form 5500 · 2023

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
796
Participants Near avg headcount
83rd
Percentile by assets National rank
$50,616
Avg per participant Low balance/head
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Official DOL plan name: Retirement Path Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$40M in assets, 796 participants

Plan Professionals, LLC's Retirement Path Pooled Employer Plan reported $40M in total assets and 796 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,003 in Administrative & Support Services (4,372 peers)

Where Retirement Path Pooled Employer Plan sits by assets

Retirement Path Pooled Employer Plan sits in the top quartile of all filed plans by assets, $40M for 796 participants (~$50,616/participant), up 16.7% in 2023.

#4,003
in Administrative & Support Services (4,372 peers)
+16.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retirement Path Pooled Employer Plan's outsized position by total assets

Retirement Path Pooled Employer Plan vs every filed plan by assets

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

$40,289,967 Top 17% higher than 83% 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

Retirement Path Pooled Employer 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. Retirement Path Pooled Employer Plan sits mid-pack in the medium band (796 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Path Pooled Employer Plan reported net income rose from $125K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Retirement Path Pooled Employer Plan reported participants rose from 175 in the plan year 2022 filing to 796 in the plan year 2023 filing.
  • Retirement Path Pooled Employer Plan end-of-year assets rose from $35M in the plan year 2022 filing to $40M 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)

Retirement Path Pooled Employer Plan · $40M · 796 · 83rd

  • BOOK $40M
  • VS-ST 796
  • BOY 83rd
  • SCH 401(k)
  • EBSA near Allvue 401(k) Plan
  • PART ind #4003

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 →

Retirement Path Pooled Employer Plan in the asset neighbourhood

Retirement Path Pooled Employer PlanRetirement Path Pooled Emplo…$40MAllvue 401(k) Plan$40MNorth Star Mutual Insurance Company 401(k) PlanNorth Star Mutual Insurance …$40MRvo Health 401(k) Retirement PlanRvo Health 401(k) Retirement…$40MSumo Logic, Inc. Retirement Savings PlanSumo Logic, Inc. Retirement …$40M
End-of-year total assets ($M) among Retirement Path Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN853213245
Plan Effective Date2022-01-01
Filing StatusFILING 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
$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

Nearby 401(k) Plans in New Jersey

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

Retirement Path Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Retirement Path Pooled Employer Plan, Total assets ($B): 0.040289967 · Participants: 796Retirement Path 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
Retirement Path Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Retirement Path Pooled Employer Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Allvue 401(k) Plan in FL ($40M); by covered participants it is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (796 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 Retirement Path Pooled Employer Plan assets move in 2023? ▼
Retirement Path Pooled Employer Plan grew sharply - up 16.7% during 2023, from $35M to $40M. Reported net income was $6M.
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 Retirement Path Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Retirement Path Pooled Employer Plan ranks in the 83rd 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 Retirement Path Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allvue 401(k) Plan in FL ($40M, 376 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Path Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ufp Technologies, Inc. 401(k) Plan in MA (796 participants, $52M 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.