401(k) · DOL Form 5500 · 2024

Private Client Select Insurance 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
402
Participants Below avg headcount
89th
Percentile by assets National rank
$216,310
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Private Client Select Insurance Services LLC 401(k) Retirement · Sponsored by Private Client Select Insurance · New Jersey · Finance & Insurance

$87M in assets, 402 participants

Private Client Select Insurance's Private Client Select Insurance Services LLC 401(k) Retirement reported $87M in total assets and 402 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,139 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Private Client Select Insurance Services LLC 401(k) Retirement covers 402 participants in New Jersey, about 48% of the average New Jersey filer (state average ~844 per filing). Assets: $87M.

#7,139
in Finance & Insurance (8,549 peers)
+19.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Private Client Select Insurance Services LLC 401(k) Retirement's outsized position by total assets

Private Client Select Insurance Services LLC 401(k) Retirement vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$86,956,646 Top 11% higher than 89% of 123,620 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 2024

Private Client Select Insurance Services LLC 401(k) Retirement among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Private Client Select Insurance Services LLC 401(k) Retirement sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Private Client Select Insurance Services LLC 401(k) Retirement reported net income rose from $5M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Private Client Select Insurance Services LLC 401(k) Retirement end-of-year assets rose from $73M in the plan year 2023 filing to $87M in the plan year 2024 filing.
  • Private Client Select Insurance Services LLC 401(k) Retirement reported participants rose from 386 in the plan year 2023 filing to 402 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 884200069 · Private Client Select Insurance PY 2024 · 401(k)

Private Client Select Insurance Services LLC 401(k) Retirement · $87M · 402 · 89th

  • IND $87M
  • EOY 402
  • 5500 89th
  • ASSETS 401(k)
  • PCT near Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan
  • EIN ind #7139

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Private Client Select Insurance Services LLC 401(k) Retirement in the asset neighbourhood

Wade Trim Group, Inc. Profit Sharing & 401(k) Savings PlanWade Trim Group, Inc. Profit…$87MPrivate Client Select Insurance Services LLC 401(k) RetirementPrivate Client Select Insura…$87MUltimus Fund Solutions, LLC Retirement & Profit Sharing PlanUltimus Fund Solutions, LLC …$87MNorth Florida Surgeons, P.a. Profit Sharing PlanNorth Florida Surgeons, P.a.…$87MFirst Advantage Corporation 401(k) PlanFirst Advantage Corporation …$87M
End-of-year total assets ($M) among Private Client Select Insurance Services LLC 401(k) Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$87M
Net Income$14M
Employer EIN884200069
Plan Effective Date2023-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Private Client Select Insurance)

Sponsor-wide plan assets over time

All Private Client Select Insurance plans reported in each filing year

Latest sponsor-wide plan assets
$87M 19.84441676235456% vs 2023
2024 filing year
$70M$75M$80M$85M$90M 20232024 $72.6M $87M ▲ +19.8%
Year Plans Participants Total Assets
2023 1 386 $73M
2024 1 402 $87M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Private Client Select Insurance Services LLC 401(k) Retirement vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Private Client Select Insurance Services LLC 401(k) Retirement, Total assets ($B): 0.086956646 · Participants: 402Private Client Select Insurance Services LLC 401(k) RetirementJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Private Client Select Insurance Services LLC 401(k) Retirement vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Private Client Select Insurance Services LLC 401(k) Retirement side-by-side with 3 peers →

Private Client Select Insurance Services LLC 401(k) Retirement's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH ($87M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Private Client Select Insurance Services LLC 401(k) Retirement assets move in 2024? ▼
Private Client Select Insurance Services LLC 401(k) Retirement grew sharply - up 19.8% during 2024, from $73M to $87M. Reported net income was $14M.
How have Private Client Select Insurance plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Private Client Select Insurance's sponsor-wide assets grew 19.8%, from $73M to $87M.
Where does Private Client Select Insurance Services LLC 401(k) Retirement rank by assets among Form 5500 filers? ▼
Private Client Select Insurance Services LLC 401(k) Retirement ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Private Client Select Insurance Services LLC 401(k) Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH ($87M, 928 participants).
Which 401(k) plans cover a similar participant headcount to Private Client Select Insurance Services LLC 401(k) Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (402 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 884200069.

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.