401(k) · DOL Form 5500 · 2024

Plan Professionals, LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
3,267
Participants Above avg headcount
87th
Percentile by assets National rank
$19,152
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pep Smart National Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services

$63M in assets, 3,267 participants

Plan Professionals, LLC's Pep Smart National Pooled Employer Plan reported $63M in total assets and 3,267 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,075 in Administrative & Support Services (4,368 peers)

Coverage in New Jersey

Pep Smart National Pooled Employer Plan covers 3,267 participants in New Jersey, 3.9x the typical New Jersey plan (state average ~844 per filing). Assets: $63M.

#4,075
in Administrative & Support Services (4,368 peers)
+13.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pep Smart National Pooled Employer Plan's outsized position by total assets

Pep Smart National Pooled Employer Plan vs every filed plan by assets

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

$62,569,806 Top 13% higher than 87% 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

Pep Smart National Pooled Employer Plan'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. Pep Smart National Pooled Employer Plan lands in the large band (3,267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pep Smart National Pooled Employer Plan end-of-year assets rose from $386K in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Pep Smart National Pooled Employer Plan reported participants rose from 40 in the plan year 2023 filing to 3,267 in the plan year 2024 filing.
  • Pep Smart National Pooled Employer Plan reported net income rose from $230K in the plan year 2023 filing to $7M 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)

Pep Smart National Pooled Employer Plan · $63M · 3,267 · 87th

  • PHOTO $63M
  • IND 3,267
  • EOY 87th
  • 5500 401(k)
  • ASSETS near John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan
  • PCT ind #4075

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 →

Pep Smart National Pooled Employer Plan in the asset neighbourhood

Mall of America Employee Retirement Savings PlanMall of America Employee Ret…$63MMonogram Food Solutions 401(k) PlanMonogram Food Solutions 401(…$63MPep Smart National Pooled Employer PlanPep Smart National Pooled Em…$63MJohn Staurulakis LLC Cash or Deferred Arrangement Profit Sharing PlanJohn Staurulakis LLC Cash or…$63MLeader Bank 401(k) Plan$63M
End-of-year total assets ($M) among Pep Smart National Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$63M
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.

Pep Smart National Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Pep Smart National Pooled Employer Plan, Total assets ($B): 0.062569806 · Participants: 3267Pep Smart National 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
Pep Smart National Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Pep Smart National Pooled Employer Plan side-by-side with 3 peers →

Pep Smart National Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD ($63M); by covered participants it is Bridges Health 401(k) Plan in OK (3,268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,267 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 Pep Smart National Pooled Employer Plan assets move in 2024? ▼
Pep Smart National Pooled Employer Plan grew at a solid clip - up 13.2% during 2024, from $55M to $63M. 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 Pep Smart National Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Pep Smart National Pooled Employer Plan ranks in the 87th 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 Pep Smart National Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Staurulakis LLC Cash or Deferred Arrangement Profit Sharing Plan in MD ($63M, 497 participants).
Which 401(k) plans cover a similar participant headcount to Pep Smart National Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bridges Health 401(k) Plan in OK (3,268 participants, $32M 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.