401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $611M
- Total assets Above avg plan size
- 12,885
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $47,383
- Avg per participant Low balance/head
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.
- #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.
- #7,681
- in Other Services (7,719 peers)
- +15.9%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
Agc Select 401(k) Pep's outsized position by total assets
Agc Select 401(k) Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$610,534,700 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Agc Select 401(k) Pep's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agc Select 401(k) Pep is a mega filing (12,885 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
Agc Select 401(k) Pep · $611M · 12,885 · 98th
- RANK $611M
- PHOTO 12,885
- IND 98th
- EOY 401(k)
- 5500 near Walsh Group Employees Profit Sharing Plan
- ASSETS ind #7681
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 Other Services retirement plans → · Plans in New Jersey →
Agc Select 401(k) Pep in the asset neighbourhood
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)
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
| 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.
- 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)
Agc Select 401(k) Pep's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Walsh Group Employees Profit Sharing Plan in IL ($611M); by covered participants it is Siemens Medical Solutions USA, Inc. Savings Plan in PA (12,884 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,885 participants); asset peers above are excluded.
- Siemens Medical Solutions USA, Inc. Savings Plan (PA) 12,884 · 1 off
- Thekey 401(k) Plan (CA) 12,894 · 9 off
- Barnes & Noble 401(k) Plan (NY) 12,897 · 12 off
- Surgical Care Affiliates, LLC Retirement Investment Plan (MN) 12,913 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.