401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $466M
- Total assets Above avg plan size
- 40,580
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $11,476
- Avg per participant Low balance/head
Official DOL plan name: Isolved 401-K Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$466M in assets, 40,580 participants
Plan Professionals, LLC's Isolved 401-K Plan reported $466M in total assets and 40,580 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #4,305 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
Isolved 401-K Plan covers 40,580 participants in New Jersey, 48x the typical New Jersey plan (state average ~844 per filing). Assets: $466M.
- #4,305
- in Administrative & Support Services (4,368 peers)
- +51.3%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Isolved 401-K Plan's outsized position by total assets
Isolved 401-K Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$465,689,331 Top 3% higher than 97% 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
Isolved 401-K Plan'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. Isolved 401-K Plan is a mega filing (40,580 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Isolved 401-K Plan reported participants rose from 20,915 in the plan year 2023 filing to 40,580 in the plan year 2024 filing.
- Isolved 401-K Plan end-of-year assets rose from $308M in the plan year 2023 filing to $466M in the plan year 2024 filing.
- Isolved 401-K Plan reported net income rose from $71M in the plan year 2023 filing to $97M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
Isolved 401-K Plan · $466M · 40,580 · 97th
- 5500 $466M
- ASSETS 40,580
- PCT 97th
- EIN 401(k)
- RANK near Bright Horizons 401(k) Plan
- PHOTO ind #4305
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 →
Isolved 401-K Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $308M |
|---|---|
| Net Assets (End of Year) | $465M |
| Net Income | $97M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-01-01 |
| 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 Isolved 401-K Plan
Isolved 401-K Plan reports $466M in end-of-year assets across 40,580 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.043% of 93,925,755 covered participants) - about $11,476 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $97M.
This plan identity (EIN 853213245, plan #310) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $162M to $466M (+187.3%) while covered participants moved from 17,275 to 40,580 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,275 | $162M | Open filing |
| 2023 | 20,915 | $308M | Open filing |
| 2024 · index core | 40,580 | $466M | 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)
- BUILDWISE (401(k), $650M, 13,177 participants)
- Agc Select 401(k) Pep (401(k), $611M, 12,885 participants)
- Open Pep (401(k), $355M, 16,838 participants)
Isolved 401-K Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bright Horizons 401(k) Plan in MA ($466M); by covered participants it is Jbs 401(k) Savings Plan in CO (40,521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466M here).
- Bright Horizons 401(k) Plan (MA) $466M · 17,032
- Materion Corporation Retirement Savings Plan (OH) $466M · 2,525
- Trugreen Profit Sharing and Retirement Plan (TN) $466M · 9,610
- Elbit Systems of America Consolidated 401(k) Savings Plan (TX) $466M · 2,209
Similar participant headcount
Nearest other-state filings by covered participants (40,580 participants); asset peers above are excluded.
- Jbs 401(k) Savings Plan (CO) 40,521 · 59 off
- Cisco Systems,Inc. 401(k) Plan (CA) 40,452 · 128 off
- L3harris Retirement Savings Plan (FL) 40,330 · 250 off
- Dell Inc. 401(k) Plan (TX) 40,874 · 294 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.