401(k) · DOL Form 5500 · 2023

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$567M
Total assets Above avg plan size
5,267
Participants Above avg headcount
98th
Percentile by assets National rank
$107,598
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Accruewise Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$567M in assets, 5,267 participants

Plan Professionals, LLC's Accruewise Pep reported $567M in total assets and 5,267 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.

  • #4,334 in Administrative & Support Services (4,372 peers)

Coverage in New Jersey

Accruewise Pep covers 5,267 participants in New Jersey, 6.2x the typical New Jersey plan (state average ~844 per filing). Assets: $567M.

#4,334
in Administrative & Support Services (4,372 peers)
+1270.4%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Accruewise Pep's outsized position by total assets

Accruewise Pep vs every filed plan by assets

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

$566,720,987 Top 2% higher than 98% 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

Accruewise Pep's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accruewise Pep lands in the large band (5,267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Accruewise Pep reported net income rose from $461K in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Accruewise Pep end-of-year assets rose from $41M in the plan year 2022 filing to $567M in the plan year 2023 filing.
  • Accruewise Pep reported participants rose from 771 in the plan year 2022 filing to 5,267 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)

Accruewise Pep · $567M · 5,267 · 98th

  • VS-ST $567M
  • BOY 5,267
  • SCH 98th
  • EBSA 401(k)
  • PART near Ccl Industries 401(k) Profit-Sharing Plan
  • TYPE ind #4334

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 →

Accruewise Pep in the asset neighbourhood

Eisner Advisory Group, LLC Retirement PlanEisner Advisory Group, LLC R…$567MCcl Industries 401(k) Profit-Sharing PlanCcl Industries 401(k) Profit…$567MAccruewise Pep$567MApi Group, Inc. 401(k) & Profit Sharing PlanApi Group, Inc. 401(k) & Pro…$567MHorizon Air Savings Investment PlanHorizon Air Savings Investme…$566M
End-of-year total assets ($M) among Accruewise Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$567M
Net Income$69M
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.

Accruewise Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Accruewise Pep, Total assets ($B): 0.566720987 · Participants: 5267Accruewise PepJPMorgan 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
Accruewise Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Accruewise Pep side-by-side with 3 peers →

Scale composition for Accruewise Pep

Accruewise Pep reports $567M in end-of-year assets across 5,267 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $107,598 per participant (78% of the national average assets-per-participant) . Net income for plan year 2023 was $69M.

This plan identity (EIN 853213245, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $41M to $129M (+212.1%) while covered participants moved from 771 to 5,473 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 771 $41M Open filing
2023 5,267 $567M This page
2024 · index core 5,473 $129M Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Accruewise Pep's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ccl Industries 401(k) Profit-Sharing Plan in MA ($567M); by covered participants it is Cna 401(k) Plan in IL (5,268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($567M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,267 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 Accruewise Pep assets move in 2023? ▼
Accruewise Pep surged - up 1270.4% during 2023, from $41M to $567M. Reported net income was $69M.
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 Accruewise Pep rank by assets among Form 5500 filers? ▼
Accruewise Pep ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Accruewise Pep? ▼
Among 401(k) plans in other states, the closest by assets is Ccl Industries 401(k) Profit-Sharing Plan in MA ($567M, 4,124 participants).
Which 401(k) plans cover a similar participant headcount to Accruewise Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Cna 401(k) Plan in IL (5,268 participants, $2.3B 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.