401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-07-24
- $650M
- Total assets
- 13,177
- Participants
- 98th
- Percentile by assets
- $49,342
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
Coverage in New Jersey
BUILDWISE covers 13,177 participants in New Jersey, 15x the typical New Jersey plan (state average ~865 per filing). Assets: $650M.
- $650M
- total plan assets (2024 EOY)
- 13,177
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $49,342
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. BUILDWISE reports 13,177 participants - 15x that state average ($650M EOY assets).
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)
| 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.
BUILDWISE 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to BUILDWISE by total assets, not by location.
- 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
Frequently Asked Questions
How did BUILDWISE assets move in 2024? ▼
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does BUILDWISE rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to BUILDWISE? ▼
Next read for BUILDWISE
Filing takeaways
Ways to act on BUILDWISE's numbers.
- By total assets, BUILDWISE 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 Administrative & Support Services plans
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.