401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $129M
- Total assets Near avg plan size
- 5,473
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $23,585
- Avg per participant Low balance/head
Official DOL plan name: Accruewise Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$129M in assets, 5,473 participants
Plan Professionals, LLC's Accruewise Pep reported $129M in total assets and 5,473 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #4,198 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
Accruewise Pep covers 5,473 participants in New Jersey, 6.5x the typical New Jersey plan (state average ~844 per filing). Assets: $129M.
- #4,198
- in Administrative & Support Services (4,368 peers)
- -77.2%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
Accruewise Pep's outsized position by total assets
Accruewise Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,078,853 Top 8% higher than 92% 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
Accruewise Pep's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accruewise Pep lands in the large band (5,473 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Accruewise Pep end-of-year assets fell from $567M in the plan year 2023 filing to $129M in the plan year 2024 filing.
- Accruewise Pep reported net income fell from $69M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Accruewise Pep reported participants rose from 5,267 in the plan year 2023 filing to 5,473 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
Accruewise Pep · $129M · 5,473 · 92nd
- 5500 $129M
- 5500 5,473
- 5500 92nd
- 5500 401(k)
- 5500 near U.S. Tsubaki Holdings, Inc. Retirement Plan
- 5500 ind #4198
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 →
Accruewise Pep in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $567M |
|---|---|
| Net Assets (End of Year) | $129M |
| Net Income | $64M |
| 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 Accruewise Pep
Accruewise Pep reports $129M in end-of-year assets across 5,473 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $23,585 per participant (17% of the national average assets-per-participant) . Net income for plan year 2024 was $64M.
This plan identity (EIN 853213245, plan #334) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $41M to $129M (+212.1%) while covered participants moved from 771 to 5,473 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 771 | $41M | Open filing |
| 2023 | 5,267 | $567M | Open filing |
| 2024 · index core | 5,473 | $129M | 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)
- Isolved 401-K Plan (401(k), $466M, 40,580 participants)
Accruewise Pep's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is U.S. Tsubaki Holdings, Inc. Retirement Plan in IL ($129M); by covered participants it is Red Bull North America, Inc. Retirement Income Plan in CA (5,473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($129M here).
- U.S. Tsubaki Holdings, Inc. Retirement Plan (IL) $129M · 680
- Arauco North America, Inc. Retirement Plan (GA) $129M · 1,130
- Amcon, Cemstone and Tcc Employee Savings Plan (MN) $129M · 990
- Southern Maryland Electric Cooperative, Inc (MD) $129M · 236
Similar participant headcount
Nearest other-state filings by covered participants (5,473 participants); asset peers above are excluded.
- Red Bull North America, Inc. Retirement Income Plan (CA) 5,473 · 0 off
- Stewart 401(k) Savings Plan (TX) 5,475 · 2 off
- Kaiser Permanente Tax Sheltered Annuity Plan (CA) 5,470 · 3 off
- Kenco Management Services, LLC 401(k) Employee Savings Plan (TN) 5,468 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.