401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $355M
- Total assets Above avg plan size
- 16,838
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $21,081
- Avg per participant Low balance/head
Official DOL plan name: Open Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$355M in assets, 16,838 participants
Plan Professionals, LLC's Open Pep reported $355M in total assets and 16,838 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #4,286 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
Open Pep covers 16,838 participants in New Jersey, 20x the typical New Jersey plan (state average ~844 per filing). Assets: $355M.
- #4,286
- in Administrative & Support Services (4,368 peers)
- +32.1%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Open Pep's outsized position by total assets
Open Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$354,955,853 Top 4% higher than 96% 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
Open Pep'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. Open Pep is a mega filing (16,838 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Open Pep reported participants rose from 12,600 in the plan year 2023 filing to 16,838 in the plan year 2024 filing.
- Open Pep end-of-year assets rose from $269M in the plan year 2023 filing to $355M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
Open Pep · $355M · 16,838 · 96th
- ASSETS $355M
- PCT 16,838
- EIN 96th
- RANK 401(k)
- PHOTO near Evercore Partners Services East, LLC Retirement Plan
- IND ind #4286
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 →
Open Pep in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $354M |
| Net Income | $39M |
| 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 Open Pep
Open Pep reports $355M in end-of-year assets across 16,838 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $21,081 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $39M.
This plan identity (EIN 853213245, plan #301) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $70M to $355M (+403.9%) while covered participants moved from 813 to 16,838 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 813 | $70M | Open filing |
| 2023 | 12,600 | $269M | Open filing |
| 2024 · index core | 16,838 | $355M | 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)
Open Pep's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Evercore Partners Services East, LLC Retirement Plan in NY ($355M); by covered participants it is Community Health Network 401(k) Retirement Plan in IN (16,817 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355M here).
- Evercore Partners Services East, LLC Retirement Plan (NY) $355M · 1,641
- Accentcare 401(k) Retirement Savings Plan (TX) $355M · 27,349
- Long Island Electric Utility Servco LLC Incentive Thrift Plan I (NY) $355M · 1,137
- Bass, Berry & Sims Retirement & Savings Plan (TN) $355M · 537
Similar participant headcount
Nearest other-state filings by covered participants (16,838 participants); asset peers above are excluded.
- Community Health Network 401(k) Retirement Plan (IN) 16,817 · 21 off
- Envision Healthcare Operating Inc. 401(k) Plan (TN) 16,805 · 33 off
- Baptist Health 401(k) Plan (KY) 16,771 · 67 off
- Concentrix Retirement and Savings Plan (OH) 16,747 · 91 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.