401(k) · DOL Form 5500 · 2022

Custom Learning Designs, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
57
Participants Small participant base
68th
Percentile by assets National rank
$210,348
Avg per participant Above avg balance/head
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Official DOL plan name: Custom Learning Designs, Inc. 401(k) Plan · Sponsored by Custom Learning Designs, Inc. · Massachusetts · Professional & Technical Services

$12M in assets, 57 participants

Custom Learning Designs, Inc.'s Custom Learning Designs, Inc. 401(k) Plan reported $12M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,596 in Professional & Technical Services (21,562 peers)

Custom Learning Designs, Inc. multi-year trail

Custom Learning Designs, Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Custom Learning Designs, Inc. 401(k) Plan at $12M / 57 participants.

#14,596
in Professional & Technical Services (21,562 peers)
-14.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Custom Learning Designs, Inc. 401(k) Plan's outsized position by total assets

Custom Learning Designs, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,989,846 Top 32% higher than 68% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Custom Learning Designs, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Learning Designs, Inc. 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042661406 · Custom Learning Designs, Inc. PY 2022 · 401(k)

Custom Learning Designs, Inc. 401(k) Plan · $12M · 57 · 68th

  • PCT $12M
  • EIN 57
  • RANK 68th
  • PHOTO 401(k)
  • IND near Penn Beer Sales & Service Employees' Profit Sharing Plan
  • EOY ind #14596

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Custom Learning Designs, Inc. 401(k) Plan in the asset neighbourhood

Custom Learning Designs, Inc. 401(k) PlanCustom Learning Designs, Inc…$12MPenn Beer Sales & Service Employees' Profit Sharing PlanPenn Beer Sales & Service Em…$12MBoys & Girls Clubs of San Francisco Retirement PlanBoys & Girls Clubs of San Fr…$12MHawaiian Rock Products Retirement Savings Plan for Hourly EmployeesHawaiian Rock Products Retir…$12MRussell Standard Corporation 401 (K) Profit Sharing Plan & TrustRussell Standard Corporation…$12M
End-of-year total assets ($M) among Custom Learning Designs, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Custom Learning Designs, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Custom Learning Designs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 35.743094615226916% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 57 $12M
2023 1 62 $14M
2024 1 63 $16M

Custom Learning Designs, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN042661406
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Custom Learning Designs, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Custom Learning Designs, Inc. 401(k) Plan, Total assets ($B): 0.011989846 · Participants: 57Custom Learning Designs, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Custom Learning Designs, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Custom Learning Designs, Inc. 401(k) Plan side-by-side with 3 peers →

Custom Learning Designs, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Penn Beer Sales & Service Employees' Profit Sharing Plan in PA ($12M); by covered participants it is Fourans LLC 401(k) Profit Sharing Plan & Trust in NJ (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Custom Learning Designs, Inc. 401(k) Plan assets move in 2022? ▼
Custom Learning Designs, Inc. 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Custom Learning Designs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Learning Designs, Inc.'s sponsor-wide assets grew 35.7%, from $12M to $16M.
Which 401(k) plans are similar in size to Custom Learning Designs, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn Beer Sales & Service Employees' Profit Sharing Plan in PA ($12M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Custom Learning Designs, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fourans LLC 401(k) Profit Sharing Plan & Trust in NJ (57 participants, $13K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042661406.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.