401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 62,004
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $23,731
- Avg per participant Low balance/head
Official DOL plan name: Successwise Pooled Employer Plan · Sponsored by Plan Professionals, LLC · New Jersey · Administrative & Support Services
$1.5B in assets, 62,004 participants
Plan Professionals, LLC's Successwise Pooled Employer Plan reported $1.5B in total assets and 62,004 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #4,353 in Administrative & Support Services (4,368 peers)
Coverage in New Jersey
Successwise Pooled Employer Plan covers 62,004 participants in New Jersey, 73x the typical New Jersey plan (state average ~844 per filing). Assets: $1.5B.
- #4,353
- in Administrative & Support Services (4,368 peers)
- +209.7%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Successwise Pooled Employer Plan's outsized position by total assets
Successwise Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,471,432,710 Top 1% higher than 99% 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
Successwise Pooled Employer Plan'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. Successwise Pooled Employer Plan is a mega filing (62,004 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Successwise Pooled Employer Plan reported participants rose from 8,192 in the plan year 2023 filing to 62,004 in the plan year 2024 filing.
- Successwise Pooled Employer Plan end-of-year assets rose from $475M in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
- Successwise Pooled Employer Plan reported net income rose from $101M in the plan year 2023 filing to $234M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 853213245 · Plan Professionals, LLC PY 2024 · 401(k)
Successwise Pooled Employer Plan · $1.5B · 62,004 · 99th
- EIN $1.5B
- EIN 62,004
- EIN 99th
- EIN 401(k)
- EIN near Vulcan 401(k) Plan
- EIN ind #4353
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 →
Successwise Pooled Employer Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $475M |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $234M |
| Employer EIN | 853213245 |
| Plan Effective Date | 2022-12-30 |
| 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 Successwise Pooled Employer Plan
Successwise Pooled Employer Plan reports $1.5B in end-of-year assets across 62,004 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.066% of 93,925,755 covered participants) - about $23,731 per participant (17% of the national average assets-per-participant) . Net income for plan year 2024 was $234M.
This plan identity (EIN 853213245, plan #314) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from N/A to 62,004 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | N/A | N/A | Open filing |
| 2023 | 8,192 | $475M | Open filing |
| 2024 · index core | 62,004 | $1.5B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- 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 (401(k), $355M, 16,838 participants)
Successwise Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Vulcan 401(k) Plan in AL ($1.5B); by covered participants it is Advance Auto Parts, Inc. 401(k) Plan in VA (61,633 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Vulcan 401(k) Plan (AL) $1.5B · 8,628
- Equifax Inc. 401(k) Plan (GA) $1.5B · 6,793
- Wpmg 401(k) Retirement Savings Plan (WA) $1.5B · 1,724
- Aerospace Corporation 401(k) Plan (CA) $1.5B · 4,939
Similar participant headcount
Nearest other-state filings by covered participants (62,004 participants); asset peers above are excluded.
- Advance Auto Parts, Inc. 401(k) Plan (VA) 61,633 · 371 off
- The Progressive 401(k) Plan (OH) 62,521 · 517 off
- 401(k) Pension Plan (VA) 62,869 · 865 off
- 7-Eleven, Inc. 401(k) Plan (TX) 61,061 · 943 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.