401(k) · DOL Form 5500 · 2023
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
- $567M
- Total assets
- 5,267
- Participants
- 98th
- Percentile by assets
- $107,598
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $567M
- total plan assets (2023 EOY)
- 5,267
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $107,598
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Accruewise Pep reports 5,267 participants - 6.2x that state average ($567M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $567M |
| Net Income | $69M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Professionals, LLC)
| 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
- 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 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:
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Accruewise Pep by total assets, not by location.
- Ccl Industries 401(k) Profit-Sharing Plan (MA) $567M · 4,124
- Api Group, Inc. 401(k) & Profit Sharing Plan (MN) $567M · 5,691
- Eisner Advisory Group, LLC Retirement Plan (NY) $567M · 2,683
- Horizon Air Savings Investment Plan (WA) $566M · 4,550
Frequently Asked Questions
How did Accruewise Pep assets move in 2023? ▼
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does Accruewise Pep rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Accruewise Pep? ▼
Next read for Accruewise Pep
Filing takeaways
Ways to act on Accruewise Pep's numbers.
- By total assets, Accruewise Pep ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Plan Professionals, LLC's sponsor-wide assets have grown 478.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans