401(k) · DOL Form 5500 · 2023
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
- $475M
- Total assets
- 8,192
- Participants
- 97th
- Percentile by assets
- $57,997
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $475M
- total plan assets (2023 EOY)
- 8,192
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $57,997
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Successwise Pooled Employer Plan reports 8,192 participants - 9.7x that state average ($475M EOY assets).
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)
| 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.
Successwise Pooled Employer Plan 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 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Successwise Pooled Employer Plan by total assets, not by location.
- 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
Frequently Asked Questions
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does Successwise Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Successwise Pooled Employer Plan? ▼
Next read for Successwise Pooled Employer Plan
Filing takeaways
Ways to act on Successwise Pooled Employer Plan's numbers.
- By total assets, Successwise Pooled Employer Plan 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