401(k) · DOL Form 5500 · 2023
Plan Professionals LLC 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 16
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $5.0M
- Avg per participant High balance/head
Official DOL plan name: Open Pep 2 · Sponsored by Plan Professionals LLC · New Jersey · Administrative & Support Services
$80M in assets, 16 participants
Plan Professionals LLC's Open Pep 2 reported $80M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #4,161 in Administrative & Support Services (4,372 peers)
Where Open Pep 2 sits by assets
Open Pep 2 sits in the top 10% of all filed plans by assets, $80M for 16 participants (~$5.0M/participant).
- #4,161
- in Administrative & Support Services (4,372 peers)
- $4M
- reported net income
- 0.8×
- vs typical plan assets (national mean)
Open Pep 2's outsized position by total assets
Open Pep 2 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,623,133 Top 10% higher than 90% 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
Open Pep 2 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Open Pep 2 is a small filing (16 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 853213245 · Plan Professionals LLC PY 2023 · 401(k)
Open Pep 2 · $80M · 16 · 90th
- EIN $80M
- RANK 16
- PHOTO 90th
- IND 401(k)
- EOY near Berry Petroleum Company, LLC 401(k) Plan
- 5500 ind #4161
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 →
Open Pep 2 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $4M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2023-06-15 |
| 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
Open Pep 2's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Berry Petroleum Company, LLC 401(k) Plan in CA ($80M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Berry Petroleum Company, LLC 401(k) Plan (CA) $80M · 1,430
- Patterson & Dewar Engineers, Inc. Profit Sharing Plan & Trust (GA) $80M · 214
- Kyocera Industrial Tools, Inc. 401(k) Plan (NE) $80M · 1,393
- Ats 401(k) Plan (VA) $80M · 503
Similar participant headcount
Nearest other-state filings by covered participants (16 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.