401(k) · DOL Form 5500 · 2023
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $475M
- Total assets Above avg plan size
- 8,192
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $57,997
- Avg per participant Low balance/head
Official DOL plan name: Successwise Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$475M in assets, 8,192 participants
Plan Professionals, LLC's Successwise Pooled Employer Plan reported $475M in total assets and 8,192 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #4,325 in Administrative & Support Services (4,372 peers)
Coverage in New Jersey
Successwise Pooled Employer Plan covers 8,192 participants in New Jersey, 9.7x the typical New Jersey plan (state average ~844 per filing). Assets: $475M.
- #4,325
- in Administrative & Support Services (4,372 peers)
- $101M
- reported net income
- 4.8×
- vs typical plan assets (national mean)
Successwise Pooled Employer Plan's outsized position by total assets
Successwise Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$475,113,446 Top 3% higher than 97% 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
Successwise Pooled Employer Plan'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. Successwise Pooled Employer Plan lands in the large band (8,192 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Successwise Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 8,192 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 853213245 · Plan Professionals, LLC PY 2023 · 401(k)
Successwise Pooled Employer Plan · $475M · 8,192 · 97th
- PHOTO $475M
- PHOTO 8,192
- PHOTO 97th
- PHOTO 401(k)
- PHOTO near Ou Health 401(k) Plan
- PHOTO ind #4325
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 →
Successwise Pooled Employer Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $475M |
| Net Income | $101M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-12-30 |
| 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 Successwise Pooled Employer Plan
Successwise Pooled Employer Plan reports $475M in end-of-year assets across 8,192 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $57,997 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $101M.
This plan identity (EIN 853213245, plan #314) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from N/A to 62,004 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | N/A | N/A | Open filing |
| 2023 | 8,192 | $475M | This page |
| 2024 · index core | 62,004 | $1.5B | 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)
Successwise Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Ou Health 401(k) Plan in OK ($475M); by covered participants it is Genesco Salary Deferral Plan in TN (8,192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($475M here).
- Ou Health 401(k) Plan (OK) $475M · 8,170
- Donnelley Financial Savings Plan (IL) $475M · 1,747
- Robert Half Inc. 401(k) Plan (CA) $476M · 6,601
- Milbank Retirement Savings Plan (NY) $476M · 947
Similar participant headcount
Nearest other-state filings by covered participants (8,192 participants); asset peers above are excluded.
- Genesco Salary Deferral Plan (TN) 8,192 · 0 off
- Cemex, Inc. Savings Plan (TX) 8,196 · 4 off
- The Stepping Stones Group Retirement Plan (MA) 8,184 · 8 off
- Vetcor 401(k) Plan (MA) 8,200 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.