401(k) · DOL Form 5500 · 2024
Plan Professionals, LLC 401(k) Plan
Data updated 2026-08-11
- $1.5B
- Total assets
- 62,004
- Participants
- 99th
- Percentile by assets
- $23,731
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.5B
- total plan assets (2024 EOY)
- 62,004
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $23,731
- avg assets per participant
Where Successwise Pooled Employer Plan sits 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
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Successwise Pooled Employer Plan reports 62,004 participants - 73x that state average ($1.5B EOY assets).
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)
| 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.
Successwise Pooled Employer Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Successwise Pooled Employer Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Successwise Pooled Employer Plan assets move in 2024? ▼
How have Plan Professionals, LLC plan assets changed over time? ▼
Where does Successwise Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Successwise Pooled Employer Plan? ▼
Next read for Successwise Pooled Employer Plan
Filing takeaways
Ways to act on Successwise Pooled Employer Plan's numbers.
- By total assets, Successwise Pooled Employer Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Plan Professionals, LLC's sponsor-wide assets have grown 478.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans