401(k) · DOL Form 5500 · 2024

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
125
Participants Small participant base
81st
Percentile by assets National rank
$319,541
Avg per participant High balance/head
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Official DOL plan name: Ezchoice 401(k) Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$40M in assets, 125 participants

Plan Professionals, LLC's Ezchoice 401(k) Pooled Employer Plan reported $40M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,953 in Administrative & Support Services (4,368 peers)

Coverage in New Jersey

Ezchoice 401(k) Pooled Employer Plan covers 125 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $40M.

#3,953
in Administrative & Support Services (4,368 peers)
+174.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ezchoice 401(k) Pooled Employer Plan's outsized position by total assets

Ezchoice 401(k) Pooled Employer Plan vs every filed plan by assets

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

$39,942,628 Top 19% higher than 81% 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

Ezchoice 401(k) Pooled Employer Plan 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. Ezchoice 401(k) Pooled Employer Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ezchoice 401(k) Pooled Employer Plan end-of-year assets rose from $15M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Ezchoice 401(k) Pooled Employer Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ezchoice 401(k) Pooled Employer Plan reported participants rose from 92 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Ezchoice 401(k) Pooled Employer Plan · $40M · 125 · 81st

  • 5500 $40M
  • 5500 125
  • 5500 81st
  • 5500 401(k)
  • 5500 near University Physicians of Brooklyn, Inc. Incentive Savings Trust
  • 5500 ind #3953

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 →

Ezchoice 401(k) Pooled Employer Plan in the asset neighbourhood

Ezchoice 401(k) Pooled Employer PlanEzchoice 401(k) Pooled Emplo…$40MUniversity Physicians of Brooklyn, Inc. Incentive Savings TrustUniversity Physicians of Bro…$40MEnvironmental Systems, Inc. Profit Sharing PlanEnvironmental Systems, Inc. …$40MAtalys 401(k) Plan$40MCommunity Choice Credit Union 401(k) Savings PlanCommunity Choice Credit Unio…$40M
End-of-year total assets ($M) among Ezchoice 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN853213245
Plan Effective Date2022-01-01
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.

Ezchoice 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ezchoice 401(k) Pooled Employer Plan, Total assets ($B): 0.039942628 · Participants: 125Ezchoice 401(k) Pooled Employer 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
Ezchoice 401(k) Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ezchoice 401(k) Pooled Employer Plan side-by-side with 3 peers →

Ezchoice 401(k) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY ($40M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Ezchoice 401(k) Pooled Employer Plan assets move in 2024? ▼
Ezchoice 401(k) Pooled Employer Plan surged - up 174.3% during 2024, from $15M to $40M. Reported net income was $4M.
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 Ezchoice 401(k) Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Ezchoice 401(k) Pooled Employer Plan ranks in the 81st 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 Ezchoice 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY ($40M, 494 participants).
Which 401(k) plans cover a similar participant headcount to Ezchoice 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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.