401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
- $611M
- Total assets
- 12,885
- Participants
- 98th
- Percentile by assets
- $47,383
- Avg per participant
Official DOL plan name: Agc Select 401(k) Pep · Sponsored by Plan Professionals, LLC · New Jersey · Other Services
$611M in assets, 12,885 participants
Plan Professionals, LLC's Agc Select 401(k) Pep reported $611M in total assets and 12,885 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #7,681 in Other Services (7,719 peers)
Coverage in New Jersey
Agc Select 401(k) Pep covers 12,885 participants in New Jersey, 15x the typical New Jersey plan (state average ~844 per filing). Assets: $611M.
- $611M
- total plan assets (2024 EOY)
- 12,885
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $47,383
- avg assets per participant
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Agc Select 401(k) Pep reports 12,885 participants - 15x that state average ($611M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $527M |
|---|---|
| Net Assets (End of Year) | $610M |
| Net Income | $69M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2000-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plan Professionals, LLC)
| 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.
Agc Select 401(k) Pep vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Scale composition for Agc Select 401(k) Pep
Agc Select 401(k) Pep reports $611M in end-of-year assets across 12,885 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $47,383 per participant (34% of the national average assets-per-participant) . Net income for plan year 2024 was $69M.
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Successwise Pooled Employer Plan (401(k), $1.5B, 62,004 participants)
- BUILDWISE (401(k), $650M, 13,177 participants)
- Isolved 401-K Plan (401(k), $466M, 40,580 participants)
- Open Pep (401(k), $355M, 16,838 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Agc Select 401(k) Pep by total assets, not by location.
- Walsh Group Employees Profit Sharing Plan (IL) $611M · 4,698
- Panda Retirement Plan (CA) $610M · 47,481
- Adtalem Global Education Retirement Plan (IL) $610M · 4,473
- Coca-Cola Bottling Company United, Inc. 401(k) Plan (AL) $610M · 9,189
Frequently Asked Questions
How did Agc Select 401(k) Pep assets move in 2024? ▼
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does Agc Select 401(k) Pep rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Agc Select 401(k) Pep? ▼
Next read for Agc Select 401(k) Pep
Filing takeaways
Ways to act on Agc Select 401(k) Pep's numbers.
- By total assets, Agc Select 401(k) Pep ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Plan Professionals, LLC's sponsor-wide assets have grown 478.5% since 2022 across 3 plan years on file. More Other Services plans