401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $650M
- Total assets Above avg plan size
- 13,177
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $49,342
- Avg per participant Low balance/head
Official DOL plan name: BUILDWISE · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$650M in assets, 13,177 participants
Plan Professionals, LLC's BUILDWISE reported $650M in total assets and 13,177 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.
- #4,329 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
BUILDWISE covers 13,177 participants in New Jersey, 16x the typical New Jersey plan (state average ~844 per filing). Assets: $650M.
- #4,329
- in Administrative & Support Services (4,368 peers)
- +8.4%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
BUILDWISE's outsized position by total assets
BUILDWISE vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$650,180,984 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
BUILDWISE'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. BUILDWISE is a mega filing (13,177 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- BUILDWISE reported net income fell from $139M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- BUILDWISE reported participants rose from 11,079 in the plan year 2023 filing to 13,177 in the plan year 2024 filing.
- BUILDWISE end-of-year assets rose from $600M in the plan year 2023 filing to $650M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
BUILDWISE · $650M · 13,177 · 98th
- PCT $650M
- PCT 13,177
- PCT 98th
- PCT 401(k)
- PCT near Griffon Corporation Retirement Plan
- PCT ind #4329
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 →
BUILDWISE in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $600M |
|---|---|
| Net Assets (End of Year) | $650M |
| Net Income | $101M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2021-01-01 |
| 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 BUILDWISE
BUILDWISE reports $650M in end-of-year assets across 13,177 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 $49,342 per participant (36% of the national average assets-per-participant) . Net income for plan year 2024 was $101M.
This plan identity (EIN 853213245, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $352M to $650M (+84.9%) while covered participants moved from 6,435 to 13,177 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,435 | $352M | Open filing |
| 2023 | 11,079 | $600M | Open filing |
| 2024 · index core | 13,177 | $650M | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Successwise Pooled Employer Plan (401(k), $1.5B, 62,004 participants)
- Agc Select 401(k) Pep (401(k), $611M, 12,885 participants)
- Isolved 401-K Plan (401(k), $466M, 40,580 participants)
- Open Pep (401(k), $355M, 16,838 participants)
BUILDWISE's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Griffon Corporation Retirement Plan in NY ($650M); by covered participants it is Defined Contribution Retirement Plan of Moses Cone Health System in NC (13,177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($650M here).
- Griffon Corporation Retirement Plan (NY) $650M · 3,907
- Arch Resources, Inc. 401(k) Plan (MO) $650M · 3,441
- Nidec Motor Corporation Employee Savings Investment Plan (MO) $650M · 4,503
- Saputo USA 401(k) Plan (WI) $650M · 7,686
Similar participant headcount
Nearest other-state filings by covered participants (13,177 participants); asset peers above are excluded.
- Defined Contribution Retirement Plan of Moses Cone Health System (NC) 13,177 · 0 off
- US Lbm Holdings, LLC 401(k) Plan (GA) 13,176 · 1 off
- The Equinox Holdings, Inc. 401(k) Plan (NY) 13,168 · 9 off
- Wesco Distribution, Inc. Retirement Savings Plan (PA) 13,161 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.