401(k) · DOL Form 5500 · 2024

Planned Companies Holding, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
4,167
Participants Above avg headcount
58th
Percentile by assets National rank
$2,680
Avg per participant Low balance/head
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Official DOL plan name: Planned Companies 401(k) Plan · Sponsored by Planned Companies Holding, Inc · New Jersey · Real Estate

$11M in assets, 4,167 participants

Planned Companies Holding, Inc's Planned Companies 401(k) Plan reported $11M in total assets and 4,167 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,471 in Real Estate (4,605 peers)

Coverage in New Jersey

Planned Companies 401(k) Plan covers 4,167 participants in New Jersey, 4.9x the typical New Jersey plan (state average ~844 per filing). Assets: $11M.

#3,471
in Real Estate (4,605 peers)
+21.5%
assets growth YoY

Planned Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Planned Companies 401(k) Plan vs every filed plan by assets

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

$11,165,565 Top 42% higher than 58% 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

Planned Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planned Companies 401(k) Plan lands in the large band (4,167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Planned Companies 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Planned Companies 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Planned Companies 401(k) Plan reported participants rose from 3,950 in the plan year 2023 filing to 4,167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 371559272 · Planned Companies Holding, Inc PY 2024 · 401(k)

Planned Companies 401(k) Plan · $11M · 4,167 · 58th

  • SCH $11M
  • EBSA 4,167
  • PART 58th
  • TYPE 401(k)
  • NET near O'reilly Hospitality Management, LLC 401(k) Plan
  • BOOK ind #3471

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 Real Estate retirement plans → · Plans in New Jersey →

Planned Companies 401(k) Plan in the asset neighbourhood

Planned Companies 401(k) Plan$11MO'reilly Hospitality Management, LLC 401(k) PlanO'reilly Hospitality Managem…$11MDayton-Granger Inc. 401(k) PlanDayton-Granger Inc. 401(k) P…$11MDolshor Productions Inc 401(k) Profit Sharing PlanDolshor Productions Inc 401(…$11MClassic Vacations, LLC 401(k) PlanClassic Vacations, LLC 401(k…$11M
End-of-year total assets ($M) among Planned Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN371559272
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planned Companies Holding, Inc)

Sponsor-wide plan assets over time

All Planned Companies Holding, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.467728043983346% vs 2023
2024 filing year
$8M$9M$10M$11M$12M 20232024 $9.19M $11.2M ▲ +21.5%
Year Plans Participants Total Assets
2023 1 3,950 $9M
2024 1 4,167 $11M

Nearby 401(k) Plans in New Jersey

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

Planned Companies 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Planned Companies 401(k) Plan, Total assets ($B): 0.011165565 · Participants: 4167Planned Companies 401(k) PlanJPMorgan 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
Planned Companies 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Planned Companies 401(k) Plan side-by-side with 3 peers →

Planned Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is O'reilly Hospitality Management, LLC 401(k) Plan in MO ($11M); by covered participants it is Thyssenkrupp Materials NA, Inc. 401(k)Plan in MI (4,167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,167 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 Planned Companies 401(k) Plan assets move in 2024? ▼
Planned Companies 401(k) Plan grew sharply - up 21.5% during 2024, from $9M to $11M. Reported net income was $2M.
How have Planned Companies Holding, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Planned Companies Holding, Inc's sponsor-wide assets grew 21.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Planned Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is O'reilly Hospitality Management, LLC 401(k) Plan in MO ($11M, 1,408 participants).
Which 401(k) plans cover a similar participant headcount to Planned Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thyssenkrupp Materials NA, Inc. 401(k)Plan in MI (4,167 participants, $388M 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 371559272.

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.