401(k) · DOL Form 5500 · 2024

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
66
Participants Small participant base
37th
Percentile by assets National rank
$55,945
Avg per participant Low balance/head
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Official DOL plan name: Employer Flexible 401(k) Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$4M in assets, 66 participants

Plan Professionals, LLC's Employer Flexible 401(k) Pep reported $4M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,628 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Employer Flexible 401(k) Pep ranks #2,628 of 4,368 2024 filers by assets (781% of the sector average)-$4M for 66 participants.

#2,628
in Administrative & Support Services (4,368 peers)
+15.2%
assets growth YoY

Employer Flexible 401(k) Pep's mid-pack asset rank among Administrative & Support Services and all filers

Employer Flexible 401(k) Pep vs every filed plan by assets

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

$3,692,388 37th percentile higher than 37% 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

Employer Flexible 401(k) Pep among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employer Flexible 401(k) Pep is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employer Flexible 401(k) Pep reported participants rose from 42 in the plan year 2023 filing to 66 in the plan year 2024 filing.
  • Employer Flexible 401(k) Pep reported net income rose from $349K in the plan year 2023 filing to $542K in the plan year 2024 filing.
  • Employer Flexible 401(k) Pep end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)

Employer Flexible 401(k) Pep · $4M · 66 · 37th

  • PHOTO $4M
  • PHOTO 66
  • PHOTO 37th
  • PHOTO 401(k)
  • PHOTO near Neo Architectural Lighting 401(k) Plan
  • PHOTO ind #2628

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 →

Employer Flexible 401(k) Pep in the asset neighbourhood

Employer Flexible 401(k) Pep$4MNeo Architectural Lighting 401(k) PlanNeo Architectural Lighting 4…$4MCarlson Meissner Hart & Hayslett, PA 401(k) Profit Sharing Plan & TrustCarlson Meissner Hart & Hays…$4M401(k) Profit-Sharing Plan for Employees of Easter Seals Louisiana, Inc.401(k) Profit-Sharing Plan f…$4MAnthony, Judge & Ware, LLC 401(k) PlanAnthony, Judge & Ware, LLC 4…$4M
End-of-year total assets ($M) among Employer Flexible 401(k) Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$542K
Employer EIN853213245
Plan Effective Date2022-09-01
Filing StatusFILING 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
$0B$2B$4B$6B 202220232024 $0.72B $4.17B ▲ +479.2%
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.

Employer Flexible 401(k) Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Employer Flexible 401(k) Pep, Total assets ($B): 0.003692388 · Participants: 66Employer Flexible 401(k) PepJPMorgan 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
Employer Flexible 401(k) Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Employer Flexible 401(k) Pep side-by-side with 3 peers →

Employer Flexible 401(k) Pep's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Neo Architectural Lighting 401(k) Plan in FL ($4M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Employer Flexible 401(k) Pep assets move in 2024? ▼
Employer Flexible 401(k) Pep grew sharply - up 15.2% during 2024, from $3M to $4M. Reported net income was $542K.
How have Plan Professionals, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plan Professionals, LLC's sponsor-wide assets grew 478.5%, from $722M to $4.2B.
Which 401(k) plans are similar in size to Employer Flexible 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by assets is Neo Architectural Lighting 401(k) Plan in FL ($4M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Employer Flexible 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants, $21M 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 853213245.

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.