401(k) · DOL Form 5500 · 2024

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
36
Participants Small participant base
82nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Catalyst 401(k) Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$42M in assets, 36 participants

Plan Professionals, LLC's Catalyst 401(k) Pep reported $42M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,967 in Administrative & Support Services (4,368 peers)

Where Catalyst 401(k) Pep sits by assets

Catalyst 401(k) Pep sits in the top quartile of all filed plans by assets, $42M for 36 participants (~$1.2M/participant), up 41182.0% in 2024.

#3,967
in Administrative & Support Services (4,368 peers)
+41182.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Catalyst 401(k) Pep's outsized position by total assets

Catalyst 401(k) Pep vs every filed plan by assets

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

$41,944,210 Top 18% higher than 82% 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

Catalyst 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. Catalyst 401(k) Pep is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

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

Catalyst 401(k) Pep · $42M · 36 · 82nd

  • RANK $42M
  • PHOTO 36
  • IND 82nd
  • EOY 401(k)
  • 5500 near Hartland 401(k) Retirement Plan Trust
  • ASSETS ind #3967

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 →

Catalyst 401(k) Pep in the asset neighbourhood

Hartland 401(k) Retirement Plan TrustHartland 401(k) Retirement P…$42MNextiva 401(k) Plan$42MCatalyst 401(k) Pep$42MMccormick Incorporated 401(k) PlanMccormick Incorporated 401(k…$42MAtradius Trade Credit Insurance 401(k) and Retirement PlanAtradius Trade Credit Insura…$42M
End-of-year total assets ($M) among Catalyst 401(k) Pep and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$42M
Net Income$2M
Employer EIN853213245
Plan Effective Date2021-01-01
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.

Catalyst 401(k) Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Catalyst 401(k) Pep, Total assets ($B): 0.04194421 · Participants: 36Catalyst 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
Catalyst 401(k) Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Catalyst 401(k) Pep side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Hartland 401(k) Retirement Plan Trust in NC ($42M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Catalyst 401(k) Pep assets move in 2024? ▼
Catalyst 401(k) Pep surged - up 41182.0% during 2024, from $102K to $42M. Reported net income was $2M.
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.
Where does Catalyst 401(k) Pep rank by assets among Form 5500 filers? ▼
Catalyst 401(k) Pep ranks in the 82nd 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 Catalyst 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by assets is Hartland 401(k) Retirement Plan Trust in NC ($42M, 4,915 participants).
Which 401(k) plans cover a similar participant headcount to Catalyst 401(k) Pep? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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.