Plan Professionals, LLC, Shrewsbury, NJ. EIN 85-3213245. Annual reports 2009–2025. Also filed as Houston Chapter Associated General Contractors of America; Houston Chapter Associated General Contractors of America, Inc; Houston Chapter Associated General Contractors of America, Inc.; Houston Chapter Agc/Louisiana Agc.
Plan Professionals, LLC has 19 active retirement plans on file. The largest is the Summit Savings Pep. No traditional pension plan appears in Plan Professionals's filings since 2009.
Active. The plan filed its annual report for the 2025 plan year.
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Kindercare Education Savings and Investment Plan (2023); Eclipse Advantage, LLC 401(k) Plan (2022); Big Bang Enterprises, Inc 401(k) Plan (2024); Forefront Dermatology 401(k) Plan (2024); Roskam Baking Company Hourly Employees' Retirement Savings Plan (2023); The Employee Retirement Plan (2024).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 77,246 | $1.5 billion | Prinicipal Life Insurance |
| 2023 | 17,185 | $475 million | Principal |
| 2022 | 0 | $0 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 51,743 | $465 million | Transamerica |
| 2023 | 51,613 | $307 million | Transamerica |
| 2022 | 20,859 | $162 million | Transamerica |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Elite Staffing, Inc. 401(k) Plan (2022); 401(k) Profit Sharing Plan for Employees of Great Western Dining Service, Inc. (2024).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 20,927 | $354 million | NPPG Plan Professionals |
| 2023 | 17,271 | $268 million | NPPG Plan Professionals |
| 2022 | 8,599 | $70.4 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Earlier sponsors: Houston Chapter Associated General Contractors of America (2009–2013); Houston Chapter Agc/Louisiana Agc (2014–2023).
Earlier plan names: Houston Chapter Agc Safe Harbor 401(k) Plan; Agc Houston Chapter Multiple Employer 401(k) Plan; Agc Southwest Chapters 401(k) Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 19,193 | $610 million | Transamerica |
| 2023 | 16,923 | $524 million | Transamerica |
| 2022 | 16,226 | $469 million | Transamerica |
| 2021 | 15,623 | $528 million | Transamerica |
| 2020 | 17,754 | $442 million | Transamerica |
| 2019 | 15,779 | $383 million | Transamerica |
| 2018 | 14,193 | $314 million | Transamerica |
| 2017 | 13,309 | $291 million | Transamerica |
| 2016 | 11,713 | $224 million | Transamerica |
| 2015 | 9,445 | $186 million | Transamerica |
| 2014 | 7,441 | $166 million | Transamerica |
| 2013 | 2,963 | $106 million | Transamerica |
| 2012 | 2,434 | $78.5 million | Transamerica |
| 2011 | 1,580 | $55.3 million | Transamerica |
| 2010 | 561 | $30.1 million | not listed |
| 2009 | 18 | $616,617 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Tridentcare 401(k) Plan (2020).
Earlier plan names: Ez(k) Flex Pep.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 16,629 | $650 million | Transamerica |
| 2023 | 15,548 | $599 million | Transamerica |
| 2022 | 10,282 | $352 million | Transamerica |
| 2021 | 5,580 | $166 million | Transamerica |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Snooze 401(k) Plan (2024).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 8,694 | $46.1 million | not listed |
| 2023 | 3,464 | $34.8 million | not listed |
| 2022 | 875 | $9.9 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Healthcare Services 401(k) Plan (2024).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 6,527 | $18.9 million | Transamerica |
| 2023 | 938 | $15.9 million | not listed |
| 2022 | 899 | $181,159 | Transamerica |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Northstar Anesthesia 401(k) Plan (2023); Outpatient Imaging Affiliates Savings Plan (2023); Outpatient Imaging Affiliates Retirement Plan (2023).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 5,874 | $129 million | Transamerica |
| 2023 | 7,428 | $567 million | Transamerica |
| 2022 | 996 | $41.4 million | Transamerica |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 5,366 | $16.6 million | Transamerica |
| 2023 | 2,256 | $11.8 million | not listed |
| 2022 | 69 | $1.2 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 4,398 | $4.7 million | not listed |
| 2023 | 0 | $0 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Earlier plan names: BKS Pooled Employer Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 3,609 | $62.5 million | Empower |
| 2023 | 41 | $386,495 | not listed |
| 2022 | 2,238 | $38.1 million | Empower |
| 2021 | 12 | $13,553 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Empire Care Centers LLC (2024).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 3,558 | $145 million | NPPG Plan Professionals |
| 2023 | 1,857 | $79.6 million | NPPG Plan Professionals |
Active. The plan filed its annual report for the 2024 plan year.
Earlier sponsor: Associated General Contractors of Mississippi (2015–2023).
Earlier plan names: Associated General Contractors of Mississippi; MS Agc Mep 401(k) Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 2,114 | $52.2 million | Transamerica |
| 2023 | 1,796 | $43.0 million | Transamerica |
| 2022 | 1,359 | $31.0 million | Transamerica |
| 2021 | 1,193 | $33.2 million | Transamerica |
| 2020 | 754 | $19.1 million | Transamerica |
| 2019 | 681 | $16.5 million | Transamerica |
| 2018 | 657 | $16.7 million | Transamerica |
| 2017 | 779 | $16.4 million | Transamerica |
| 2016 | 432 | $13.3 million | Transamerica |
| 2015 | 121 | $5.2 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,033 | $56.0 million | Voya |
| 2023 | 956 | $40.3 million | not listed |
| 2022 | 474 | $34.5 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,023 | $39.9 million | Transamerica |
| 2023 | 153 | $14.6 million | Transamerica |
| 2022 | 198 | $12.1 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 319 | $4.9 million | not listed |
| 2023 | 227 | $959,022 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 173 | $3.7 million | not listed |
| 2023 | 82 | $3.1 million | not listed |
| 2022 | 0 | $0 | not listed |
Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.