401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-07-24
- $466M
- Total assets
- 40,580
- Participants
- 97th
- Percentile by assets
- $11,476
- Avg per participant
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.
- 97th percentile by assets (of 116,472 plans)
Coverage in New Jersey
Isolved 401-K Plan covers 40,580 participants in New Jersey, 47x the typical New Jersey plan (state average ~865 per filing). Assets: $466M.
- $466M
- total plan assets (2024 EOY)
- 40,580
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $11,476
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Isolved 401-K Plan reports 40,580 participants - 47x that state average ($466M EOY assets).
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)
| 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.
Isolved 401-K Plan 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 Isolved 401-K Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Isolved 401-K Plan assets move in 2024? ▼
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does Isolved 401-K Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Isolved 401-K Plan? ▼
Next read for Isolved 401-K Plan
Filing takeaways
Ways to act on Isolved 401-K Plan's numbers.
- By total assets, Isolved 401-K Plan 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.