401(k) · DOL Form 5500 · 2024

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
911
Participants Near avg headcount
85th
Percentile by assets National rank
$61,440
Avg per participant Low balance/head
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Official DOL plan name: Retirement Path Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$56M in assets, 911 participants

Plan Professionals, LLC's Retirement Path Pooled Employer Plan reported $56M in total assets and 911 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,042 in Administrative & Support Services (4,368 peers)

Where Retirement Path Pooled Employer Plan sits by assets

Retirement Path Pooled Employer Plan sits in the top quartile of all filed plans by assets, $56M for 911 participants (~$61,440/participant), up 38.9% in 2024.

#4,042
in Administrative & Support Services (4,368 peers)
+38.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Retirement Path Pooled Employer Plan's outsized position by total assets

Retirement Path Pooled Employer Plan vs every filed plan by assets

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

$55,971,423 Top 15% higher than 85% 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

Retirement Path 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. Retirement Path Pooled Employer Plan sits mid-pack in the medium band (911 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Path Pooled Employer Plan end-of-year assets rose from $40M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Retirement Path Pooled Employer Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Retirement Path Pooled Employer Plan reported participants rose from 796 in the plan year 2023 filing to 911 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Retirement Path Pooled Employer Plan · $56M · 911 · 85th

  • BOY $56M
  • BOY 911
  • BOY 85th
  • BOY 401(k)
  • BOY near Thai Summit America Corporation Profit Sharing & 401(k) Plan
  • BOY ind #4042

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 →

Retirement Path Pooled Employer Plan in the asset neighbourhood

Marshall Wace North America LP 401(k) Profit Sharing & TrustMarshall Wace North America …$56MRetirement Path Pooled Employer PlanRetirement Path Pooled Emplo…$56MThai Summit America Corporation Profit Sharing & 401(k) PlanThai Summit America Corporat…$56MMatthews International Capital Management, LLC 401(k) PlanMatthews International Capit…$56MConcord 401(k) Plan$56M
End-of-year total assets ($M) among Retirement Path Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$56M
Net Income$7M
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.

Retirement Path Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Retirement Path Pooled Employer Plan, Total assets ($B): 0.055971423 · Participants: 911Retirement Path 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
Retirement Path Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Retirement Path Pooled Employer Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Thai Summit America Corporation Profit Sharing & 401(k) Plan in MI ($56M); by covered participants it is Nephron Pharmaceuticals Corporation 401(k) Savings Plan in SC (911 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (911 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 Retirement Path Pooled Employer Plan assets move in 2024? ▼
Retirement Path Pooled Employer Plan surged - up 38.9% during 2024, from $40M to $56M. Reported net income was $7M.
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 Retirement Path Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Retirement Path Pooled Employer Plan ranks in the 85th 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 Retirement Path Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thai Summit America Corporation Profit Sharing & 401(k) Plan in MI ($56M, 983 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Path Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nephron Pharmaceuticals Corporation 401(k) Savings Plan in SC (911 participants, $18M 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.