Employer · plans filed under one EIN
Plan Professionals, LLC
Shrewsbury, NJ · Administrative and support and waste management services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
19 retirement plans with 100 or more participants file Form 5500 under Plan Professionals, LLC's employer identification number (Shrewsbury, New Jersey). Their latest filings total 229,265 participant records and $4.12B in net assets.
The largest is Successwise Pooled Employer Plan, a 401(k) plan with 77,246 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $163M and participant contributions $405M in the latest plan years; benefits paid were $481M. Schedule C compensation reported to service provider organisations totalled $18.2M.
Combined net assets moved from $55.3M in 2011 to $4.12B in 2024 (up 7336%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Successwise Pooled Employer Plan | 401(k) plan | 2024 | 77,246 | $1.47B | $19,046 | $746 | $5.8M |
| Isolved 401-K Plan | 401(k) plan | 2024 | 51,743 | $465M | $8,984 | $496 | $3.3M |
| Open PEP | 401(k) plan | 2024 | 20,927 | $354M | $16,930 | $604 | $2.8M |
| Agc Select 401(k) PEP | 401(k) plan | 2024 | 19,193 | $610M | $31,764 | $1,107 | $703K |
| Buildwise | 401(k) plan | 2024 | 16,629 | $650M | $39,074 | $2,145 | $2.1M |
| Your 401(k) Plan | 401(k) plan | 2024 | 8,694 | $46.1M | $5,299 | $206 | $190K |
| America's Healthcare Employee Retirement PEP | 401(k) plan | 2024 | 6,527 | $18.9M | $2,902 | $20 | $282K |
| Accruewise PEP | 401(k) plan | 2024 | 5,874 | $129M | $21,955 | $2,904 | $678K |
| Premier 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 5,366 | $16.6M | $3,096 | $185 | $174K |
| NPPG Retirement Select 100+PEP | 401(k) plan | 2024 | 4,398 | — | — | — | $0 |
| PEP Smart National Pooled Employer Plan | 401(k) plan | 2024 | 3,609 | $62.5M | $17,328 | $683 | $390K |
| Open PEP 2 | 401(k) plan | 2024 | 3,558 | $145M | $40,686 | $1,447 | $786K |
| The Argent Wealth PEP | 401(k) plan | 2024 | 2,114 | $52.2M | $24,688 | $1,204 | $340K |
| Retirement Path Pooled Employer Plan | 401(k) plan | 2024 | 1,033 | $56.0M | $54,183 | $1,218 | $505K |
| Ezchoice 401(k) Pooled Employer Plan | 401(k) plan | 2024 | 1,023 | $39.9M | $39,041 | $1,891 | $118K |
| Catalyst 401(k) PEP | 401(k) plan | 2024 | 625 | — | — | — | $0 |
| Total Retirement Solutions Pooled Employer Plan | 401(k) plan | 2024 | 319 | — | — | — | $0 |
| Liberty Retirement Pooled Employer Plan | 401(k) plan | 2024 | 214 | $0 | — | $1,800 | $8,116 |
| Employer Flexible 401(k) PEP | 401(k) plan | 2024 | 173 | — | — | — | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 19 | 229,265 | $4.12B | $163M | $405M |
| 2023 | 13 | 135,819 | $2.91B | $110M | $264M |
| 2022 | 11 | 63,884 | $1.22B | $45.6M | $98.4M |
| 2021 | 1 | 15,623 | $528M | $11.7M | $32.8M |
| 2020 | 1 | 17,754 | $442M | $10.5M | $30.1M |
| 2019 | 1 | 15,779 | $383M | $10.0M | $29.0M |
| 2018 | 1 | 14,193 | $314M | $8.6M | $25.8M |
| 2017 | 1 | 13,309 | $291M | $6.8M | $21.0M |
| 2016 | 2 | 12,145 | $237M | $6.6M | $17.8M |
| 2015 | 1 | 9,445 | $186M | $5.5M | $15.0M |
| 2014 | 1 | 7,441 | $166M | $2.2M | $10.6M |
| 2013 | 1 | 2,963 | $106M | $2.0M | $7.1M |
| 2012 | 1 | 2,434 | $78.5M | $1.6M | $5.9M |
| 2011 | 1 | 1,580 | $55.3M | $1.3M | $3.8M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Prinicipal Life Insurance Company | Contract Administrator; Participant loan processing | 1 | $4,255,022 |
| Lincoln National Corporation | Contract Administrator | 2 | $2,433,282 |
| NPPG Plan Professionals | Contract Administrator; Plan Administrator; Recordkeeping and information management; Participant loan processing | 14 | $2,386,187 |
| Transamerica Financial Life Insuran | Recordkeeping and information management; Participant loan processing | 4 | $2,285,589 |
| Transamerica Retirement Solutions, | Recordkeeping and information management; Participant loan processing | 5 | $1,495,124 |
| NPPG Plan Professionals | Contract Administrator; Plan Administrator; Consulting (pension); Investment advisory (participants) | 1 | $741,161 |
| Creative Planning, LLC | Contract Administrator; Plan Administrator; Consulting (pension); Investment advisory (plan) | 2 | $732,504 |
| Creative Planning, LLC | Investment advisory (participants); Investment advisory (plan) | 3 | $674,211 |
| Global Retirement Partners LLC | Investment advisory (plan) | 1 | $385,814 |
| OneDigital Investment Advisors | Investment advisory (plan) | 2 | $385,583 |
| Northeast Professional Planning | Other services | 1 | $374,653 |
| Osaic Wealth, Inc. | Investment advisory (plan) | 1 | $147,665 |
| Morgan Stanley Smith Barney LLC (MS | Investment advisory (plan) | 1 | $143,647 |
| Argent Wealth LLC | Investment advisory (plan) | 1 | $139,099 |
| NFP Retirement Inc. | Investment advisory (plan) | 2 | $133,990 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Plan Professionals, LLC have?
19 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Successwise Pooled Employer Plan, Isolved 401-K Plan, Open PEP and Agc Select 401(k) PEP and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Plan Professionals, LLC contribute to its plans?
$162,557,891 in employer contributions across these plans in their latest plan years, about $795 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Prinicipal Life Insurance Company, Lincoln National Corporation, NPPG Plan Professionals and Transamerica Financial Life Insuran and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.