Civic Intelligence

Plan Professionals LLC

Plan context: Successwise Pooled Employer Plan

EIN 85-3213245 • Shrewsbury, NJ • 50 filings • 20 plans

494 Sycamore AveShrewsbury, NJ 07702
Current Snapshot

Latest Year

2024

2024 Participants

69,288

2024 Assets

$4,174,410,883

2024 Contributions

$729,438,820

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,174,410,883$2,087,205,442$0202120232024YearValue
$4,174,410,883Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

69,28834,6440202120232024YearValue
69,288Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241969,288$4,174,410,883$729,438,820$10,528iApproximate average salary by contribution assumption: employee only about $263,191 at 4% or $175,461 at 6%; with 50% employer match about $175,461 at 4% or $116,974 at 6%; with 100% employer match about $131,595 at 4% or $87,730 at 6%.
Successwise Pooled Employer Plan-69,288$1,471,432,710$284,408,961$4,105iApproximate average salary by contribution assumption: employee only about $102,618 at 4% or $68,412 at 6%; with 50% employer match about $68,412 at 4% or $45,608 at 6%; with 100% employer match about $51,309 at 4% or $34,206 at 6%.
Buildwise-13,824$650,180,984$100,697,609$7,284iApproximate average salary by contribution assumption: employee only about $182,106 at 4% or $121,404 at 6%; with 50% employer match about $121,404 at 4% or $80,936 at 6%; with 100% employer match about $91,053 at 4% or $60,702 at 6%.
Agc Select 401(K) Pep-15,566$610,534,700$63,483,861$4,078iApproximate average salary by contribution assumption: employee only about $101,959 at 4% or $67,973 at 6%; with 50% employer match about $67,973 at 4% or $45,315 at 6%; with 100% employer match about $50,980 at 4% or $33,986 at 6%.
Isolved 401-K Plan-47,479$465,689,331$99,606,190$2,098iApproximate average salary by contribution assumption: employee only about $52,447 at 4% or $34,965 at 6%; with 50% employer match about $34,965 at 4% or $23,310 at 6%; with 100% employer match about $26,224 at 4% or $17,482 at 6%.
Open Pep-18,762$354,955,853$47,616,101$2,538iApproximate average salary by contribution assumption: employee only about $63,448 at 4% or $42,298 at 6%; with 50% employer match about $42,298 at 4% or $28,199 at 6%; with 100% employer match about $31,724 at 4% or $21,149 at 6%.
Open Pep 2-3,035$144,799,461$15,981,520$5,266iApproximate average salary by contribution assumption: employee only about $131,643 at 4% or $87,762 at 6%; with 50% employer match about $87,762 at 4% or $58,508 at 6%; with 100% employer match about $65,822 at 4% or $43,881 at 6%.
Accruewise Pep-5,120$129,078,853$67,486,856$13,181iApproximate average salary by contribution assumption: employee only about $329,526 at 4% or $219,684 at 6%; with 50% employer match about $219,684 at 4% or $146,456 at 6%; with 100% employer match about $164,763 at 4% or $109,842 at 6%.
Pep Smart National Pooled Employer Plan-2,884$62,569,806$9,315,752$3,230iApproximate average salary by contribution assumption: employee only about $80,754 at 4% or $53,836 at 6%; with 50% employer match about $53,836 at 4% or $35,891 at 6%; with 100% employer match about $40,377 at 4% or $26,918 at 6%.
Retirement Path Pooled Employer Plan-783$55,971,423$4,962,776$6,338iApproximate average salary by contribution assumption: employee only about $158,454 at 4% or $105,636 at 6%; with 50% employer match about $105,636 at 4% or $70,424 at 6%; with 100% employer match about $79,227 at 4% or $52,818 at 6%.
The Argent Wealth Pep-1,752$52,259,292$6,968,421$3,977iApproximate average salary by contribution assumption: employee only about $99,435 at 4% or $66,290 at 6%; with 50% employer match about $66,290 at 4% or $44,193 at 6%; with 100% employer match about $49,718 at 4% or $33,145 at 6%.
Your 401(K) Plan-7,922$46,099,107$10,778,732$1,361iApproximate average salary by contribution assumption: employee only about $34,015 at 4% or $22,677 at 6%; with 50% employer match about $22,677 at 4% or $15,118 at 6%; with 100% employer match about $17,008 at 4% or $11,338 at 6%.
Catalyst 401(K) Pep-482$41,944,210$2,942,045$6,104iApproximate average salary by contribution assumption: employee only about $152,596 at 4% or $101,730 at 6%; with 50% employer match about $101,730 at 4% or $67,820 at 6%; with 100% employer match about $76,298 at 4% or $50,865 at 6%.
Ezchoice 401(K) Pooled Employer Plan-898$39,942,628$4,303,297$4,792iApproximate average salary by contribution assumption: employee only about $119,802 at 4% or $79,868 at 6%; with 50% employer match about $79,868 at 4% or $53,245 at 6%; with 100% employer match about $59,901 at 4% or $39,934 at 6%.
America'S Healthcare Employee Retirement Pep-6,398$19,056,410$2,580,776$403iApproximate average salary by contribution assumption: employee only about $10,084 at 4% or $6,723 at 6%; with 50% employer match about $6,723 at 4% or $4,482 at 6%; with 100% employer match about $5,042 at 4% or $3,361 at 6%.
Premier 401(K) Pooled Employer Plan-5,269$16,620,754$4,416,669$838iApproximate average salary by contribution assumption: employee only about $20,956 at 4% or $13,971 at 6%; with 50% employer match about $13,971 at 4% or $9,314 at 6%; with 100% employer match about $10,478 at 4% or $6,985 at 6%.
Total Retirement Solutions Pooled Employer Plan-268$4,919,416$914,878$3,414iApproximate average salary by contribution assumption: employee only about $85,343 at 4% or $56,895 at 6%; with 50% employer match about $56,895 at 4% or $37,930 at 6%; with 100% employer match about $42,672 at 4% or $28,448 at 6%.
Nppg Retirement Select 100+Pep-4,291$4,663,557$1,692,266$394iApproximate average salary by contribution assumption: employee only about $9,859 at 4% or $6,573 at 6%; with 50% employer match about $6,573 at 4% or $4,382 at 6%; with 100% employer match about $4,930 at 4% or $3,286 at 6%.
Employer Flexible 401(K) Pep-161$3,692,388$339,021$2,106iApproximate average salary by contribution assumption: employee only about $52,643 at 4% or $35,095 at 6%; with 50% employer match about $35,095 at 4% or $23,397 at 6%; with 100% employer match about $26,322 at 4% or $17,548 at 6%.
Liberty Retirement Pooled Employer Plan-214-$943,089$4,407iApproximate average salary by contribution assumption: employee only about $110,174 at 4% or $73,449 at 6%; with 50% employer match about $73,449 at 4% or $48,966 at 6%; with 100% employer match about $55,087 at 4% or $36,725 at 6%.
20231749,804$2,477,218,775$446,061,280$8,956iApproximate average salary by contribution assumption: employee only about $223,908 at 4% or $149,272 at 6%; with 50% employer match about $149,272 at 4% or $99,515 at 6%; with 100% employer match about $111,954 at 4% or $74,636 at 6%.
Buildwise-12,022$599,693,066$126,477,843$10,521iApproximate average salary by contribution assumption: employee only about $263,013 at 4% or $175,342 at 6%; with 50% employer match about $175,342 at 4% or $116,895 at 6%; with 100% employer match about $131,507 at 4% or $87,671 at 6%.
Accruewise Pep-6,543$566,720,987$90,627,769$13,851iApproximate average salary by contribution assumption: employee only about $346,278 at 4% or $230,852 at 6%; with 50% employer match about $230,852 at 4% or $153,901 at 6%; with 100% employer match about $173,139 at 4% or $115,426 at 6%.
Successwise Pooled Employer Plan-13,917$475,113,446$98,806,858$7,100iApproximate average salary by contribution assumption: employee only about $177,493 at 4% or $118,329 at 6%; with 50% employer match about $118,329 at 4% or $78,886 at 6%; with 100% employer match about $88,747 at 4% or $59,164 at 6%.
Isolved 401-K Plan-49,804$307,728,458$64,902,990$1,303iApproximate average salary by contribution assumption: employee only about $32,579 at 4% or $21,719 at 6%; with 50% employer match about $21,719 at 4% or $14,480 at 6%; with 100% employer match about $16,290 at 4% or $10,860 at 6%.
Open Pep-15,836$268,704,607$31,751,255$2,005iApproximate average salary by contribution assumption: employee only about $50,125 at 4% or $33,417 at 6%; with 50% employer match about $33,417 at 4% or $22,278 at 6%; with 100% employer match about $25,063 at 4% or $16,708 at 6%.
Open Pep 2-1,592$79,623,133$1,393,300$875iApproximate average salary by contribution assumption: employee only about $21,880 at 4% or $14,586 at 6%; with 50% employer match about $14,586 at 4% or $9,724 at 6%; with 100% employer match about $10,940 at 4% or $7,293 at 6%.
Pep Smart National Pooled Employer Plan-3,739$55,251,839$8,113,227$2,170iApproximate average salary by contribution assumption: employee only about $54,247 at 4% or $36,165 at 6%; with 50% employer match about $36,165 at 4% or $24,110 at 6%; with 100% employer match about $27,124 at 4% or $18,082 at 6%.
Retirement Path Pooled Employer Plan-844$40,289,967$6,086,243$7,211iApproximate average salary by contribution assumption: employee only about $180,280 at 4% or $120,186 at 6%; with 50% employer match about $120,186 at 4% or $80,124 at 6%; with 100% employer match about $90,140 at 4% or $60,093 at 6%.
Your 401(K) Plan-2,943$34,803,923$11,584,280$3,936iApproximate average salary by contribution assumption: employee only about $98,405 at 4% or $65,604 at 6%; with 50% employer match about $65,604 at 4% or $43,736 at 6%; with 100% employer match about $49,203 at 4% or $32,802 at 6%.
America'S Healthcare Employee Retirement Pep-883$17,093,856$752,323$852iApproximate average salary by contribution assumption: employee only about $21,300 at 4% or $14,200 at 6%; with 50% employer match about $14,200 at 4% or $9,467 at 6%; with 100% employer match about $10,650 at 4% or $7,100 at 6%.
Ezchoice 401(K) Pooled Employer Plan-93$14,563,151$1,089,508$11,715iApproximate average salary by contribution assumption: employee only about $292,878 at 4% or $195,252 at 6%; with 50% employer match about $195,252 at 4% or $130,168 at 6%; with 100% employer match about $146,439 at 4% or $97,626 at 6%.
Premier 401(K) Pooled Employer Plan-2,144$11,765,837$2,696,279$1,258iApproximate average salary by contribution assumption: employee only about $31,440 at 4% or $20,960 at 6%; with 50% employer match about $20,960 at 4% or $13,973 at 6%; with 100% employer match about $15,720 at 4% or $10,480 at 6%.
Employer Flexible 401(K) Pep-67$3,205,226$350,291$5,228iApproximate average salary by contribution assumption: employee only about $130,706 at 4% or $87,137 at 6%; with 50% employer match about $87,137 at 4% or $58,091 at 6%; with 100% employer match about $65,353 at 4% or $43,569 at 6%.
Liberty Retirement Pooled Employer Plan-226$1,315,762$1,130,885$5,004iApproximate average salary by contribution assumption: employee only about $125,098 at 4% or $83,399 at 6%; with 50% employer match about $83,399 at 4% or $55,599 at 6%; with 100% employer match about $62,549 at 4% or $41,699 at 6%.
Total Retirement Solutions Pooled Employer Plan-204$959,022$109,966$539iApproximate average salary by contribution assumption: employee only about $13,476 at 4% or $8,984 at 6%; with 50% employer match about $8,984 at 4% or $5,989 at 6%; with 100% employer match about $6,738 at 4% or $4,492 at 6%.
Pep Smart National Pooled Employer Plan-36$386,495$188,263$5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,159 at 6%; with 50% employer match about $87,159 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%.
Nppg Retirement Select 100+Pep-0---
20221320,084$721,779,129$104,024,633$5,179iApproximate average salary by contribution assumption: employee only about $129,487 at 4% or $86,325 at 6%; with 50% employer match about $86,325 at 4% or $57,550 at 6%; with 100% employer match about $64,743 at 4% or $43,162 at 6%.
Buildwise-8,466$351,725,004$59,706,141$7,052iApproximate average salary by contribution assumption: employee only about $176,312 at 4% or $117,541 at 6%; with 50% employer match about $117,541 at 4% or $78,361 at 6%; with 100% employer match about $88,156 at 4% or $58,771 at 6%.
Isolved 401-K Plan-20,084$162,118,487$24,402,096$1,215iApproximate average salary by contribution assumption: employee only about $30,375 at 4% or $20,250 at 6%; with 50% employer match about $20,250 at 4% or $13,500 at 6%; with 100% employer match about $15,188 at 4% or $10,125 at 6%.
Open Pep-8,504$70,447,936$3,225,492$379iApproximate average salary by contribution assumption: employee only about $9,482 at 4% or $6,322 at 6%; with 50% employer match about $6,322 at 4% or $4,214 at 6%; with 100% employer match about $4,741 at 4% or $3,161 at 6%.
Accruewise Pep-668$41,354,485$7,109,099$10,642iApproximate average salary by contribution assumption: employee only about $266,059 at 4% or $177,373 at 6%; with 50% employer match about $177,373 at 4% or $118,248 at 6%; with 100% employer match about $133,030 at 4% or $88,686 at 6%.
Pep Smart National Pooled Employer Plan-2,029$38,110,847$4,722,019$2,327iApproximate average salary by contribution assumption: employee only about $58,182 at 4% or $38,788 at 6%; with 50% employer match about $38,788 at 4% or $25,858 at 6%; with 100% employer match about $29,091 at 4% or $19,394 at 6%.
Retirement Path Pooled Employer Plan-461$34,535,618$1,105,477$2,398iApproximate average salary by contribution assumption: employee only about $59,950 at 4% or $39,967 at 6%; with 50% employer match about $39,967 at 4% or $26,644 at 6%; with 100% employer match about $29,975 at 4% or $19,983 at 6%.
Ezchoice 401(K) Pooled Employer Plan-92$12,097,156$709,913$7,716iApproximate average salary by contribution assumption: employee only about $192,911 at 4% or $128,607 at 6%; with 50% employer match about $128,607 at 4% or $85,738 at 6%; with 100% employer match about $96,456 at 4% or $64,304 at 6%.
Your 401(K) Plan-779$9,894,205$2,492,165$3,199iApproximate average salary by contribution assumption: employee only about $79,980 at 4% or $53,320 at 6%; with 50% employer match about $53,320 at 4% or $35,546 at 6%; with 100% employer match about $39,990 at 4% or $26,660 at 6%.
Premier 401(K) Pooled Employer Plan-68$1,157,549$134,797$1,982iApproximate average salary by contribution assumption: employee only about $49,558 at 4% or $33,038 at 6%; with 50% employer match about $33,038 at 4% or $22,026 at 6%; with 100% employer match about $24,779 at 4% or $16,519 at 6%.
America'S Healthcare Employee Retirement Pep-899$181,159$292,597$325iApproximate average salary by contribution assumption: employee only about $8,137 at 4% or $5,424 at 6%; with 50% employer match about $5,424 at 4% or $3,616 at 6%; with 100% employer match about $4,068 at 4% or $2,712 at 6%.
Pep Smart National Pooled Employer Plan-35$156,683$124,837$3,567iApproximate average salary by contribution assumption: employee only about $89,169 at 4% or $59,446 at 6%; with 50% employer match about $59,446 at 4% or $39,631 at 6%; with 100% employer match about $44,585 at 4% or $29,723 at 6%.
Employer Flexible 401(K) Pep-0---
Successwise Pooled Employer Plan-0---
2021112$13,553$13,431$1,119iApproximate average salary by contribution assumption: employee only about $27,981 at 4% or $18,654 at 6%; with 50% employer match about $18,654 at 4% or $12,436 at 6%; with 100% employer match about $13,991 at 4% or $9,327 at 6%.
Pep Smart National Pooled Employer Plan-12$13,553$13,431$1,119iApproximate average salary by contribution assumption: employee only about $27,981 at 4% or $18,654 at 6%; with 50% employer match about $18,654 at 4% or $12,436 at 6%; with 100% employer match about $13,991 at 4% or $9,327 at 6%.