401(k) · DOL Form 5500 · 2023
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $600M
- Total assets Above avg plan size
- 11,079
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $54,129
- Avg per participant Low balance/head
Official DOL plan name: BUILDWISE · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$600M in assets, 11,079 participants
Plan Professionals, LLC's BUILDWISE reported $600M in total assets and 11,079 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #4,337 in Administrative & Support Services (4,372 peers)
Coverage in New Jersey
BUILDWISE covers 11,079 participants in New Jersey, 13x the typical New Jersey plan (state average ~844 per filing). Assets: $600M.
- #4,337
- in Administrative & Support Services (4,372 peers)
- +70.5%
- assets growth YoY
- 6.0×
- vs typical plan assets (national mean)
BUILDWISE's outsized position by total assets
BUILDWISE vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$599,693,066 Top 2% higher than 98% 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
BUILDWISE'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. BUILDWISE is a mega filing (11,079 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- BUILDWISE reported net income rose from -$1M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- BUILDWISE reported participants rose from 6,435 in the plan year 2022 filing to 11,079 in the plan year 2023 filing.
- BUILDWISE end-of-year assets rose from $352M in the plan year 2022 filing to $600M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 853213245 · Plan Professionals, LLC PY 2023 · 401(k)
BUILDWISE · $600M · 11,079 · 98th
- TYPE $600M
- NET 11,079
- BOOK 98th
- VS-ST 401(k)
- BOY near Havas North America 401(k) Retirement Plan
- SCH ind #4337
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 →
BUILDWISE in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $352M |
|---|---|
| Net Assets (End of Year) | $600M |
| Net Income | $139M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2021-01-01 |
| 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 BUILDWISE
BUILDWISE reports $600M in end-of-year assets across 11,079 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $54,129 per participant (39% of the national average assets-per-participant) . Net income for plan year 2023 was $139M.
This plan identity (EIN 853213245, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $352M to $650M (+84.9%) while covered participants moved from 6,435 to 13,177 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,435 | $352M | Open filing |
| 2023 | 11,079 | $600M | This page |
| 2024 · index core | 13,177 | $650M | 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)
BUILDWISE's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Havas North America 401(k) Retirement Plan in NY ($600M); by covered participants it is Paccar Inc Savings Investment Plan in WA (11,084 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($600M here).
- Havas North America 401(k) Retirement Plan (NY) $600M · 3,820
- Macquarie Holdings (USA) Inc. 401(k) Plan and Trust (NY) $600M · 2,280
- Premera 401(k) Savings Plan (WA) $601M · 3,273
- Saltchuk Companies 401(k) Plan (WA) $598M · 5,042
Similar participant headcount
Nearest other-state filings by covered participants (11,079 participants); asset peers above are excluded.
- Paccar Inc Savings Investment Plan (WA) 11,084 · 5 off
- Primoris Services Corporation 401(k) Retirement Savings Plan (TX) 11,074 · 5 off
- Gannett Media Corp. 401(k) Savings Plan (NY) 11,088 · 9 off
- Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust (OH) 11,054 · 25 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.