401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 5,795
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $3,288
- Avg per participant Low balance/head
Official DOL plan name: America's Healthcare Employee Retirement Pep · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$19M in assets, 5,795 participants
Plan Professionals, LLC's America's Healthcare Employee Retirement Pep reported $19M in total assets and 5,795 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #3,656 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
America's Healthcare Employee Retirement Pep covers 5,795 participants in New Jersey, 6.9x the typical New Jersey plan (state average ~844 per filing). Assets: $19M.
- #3,656
- in Administrative & Support Services (4,368 peers)
- +11.5%
- assets growth YoY
America's Healthcare Employee Retirement Pep's outsized position by total assets
America's Healthcare Employee Retirement Pep vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,056,410 Top 31% higher than 69% 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
America's Healthcare Employee Retirement 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. America's Healthcare Employee Retirement Pep lands in the large band (5,795 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- America's Healthcare Employee Retirement Pep reported participants rose from 778 in the plan year 2023 filing to 5,795 in the plan year 2024 filing.
- America's Healthcare Employee Retirement Pep reported net income rose from $396K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- America's Healthcare Employee Retirement Pep end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
America's Healthcare Employee Retirement Pep · $19M · 5,795 · 69th
- EBSA $19M
- PART 5,795
- TYPE 69th
- NET 401(k)
- BOOK near Bps 401(k) Plan
- VS-ST ind #3656
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 →
America's Healthcare Employee Retirement Pep in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| 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
America's Healthcare Employee Retirement Pep's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bps 401(k) Plan in TX ($19M); by covered participants it is Jack's Family Restaurants/Sfm 401(k) in AL (5,801 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Bps 401(k) Plan (TX) $19M · 67
- Energy North Retirement Plan (MA) $19M · 901
- Mj 401(k) Pep (OR) $19M · N/A
- H2 Health 401(k) Plan (FL) $19M · 1,915
Similar participant headcount
Nearest other-state filings by covered participants (5,795 participants); asset peers above are excluded.
- Jack's Family Restaurants/Sfm 401(k) (AL) 5,801 · 6 off
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) 5,802 · 7 off
- Autodesk 401(k) Plan (CA) 5,804 · 9 off
- Southwire Company Hourly 401(k) Plan (GA) 5,810 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.