Profit Sharing · DOL Form 5500 · 2022
The Happy Learners Company Profit Sharing Plan
Data updated 2026-08-25
- $794K
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $34,521
- Avg per participant Low balance/head
Official DOL plan name: The Happy Learners Company Retirement Plan · Sponsored by The Happy Learners Company · Texas · Educational Services
$794K in assets, 23 participants
The Happy Learners Company's The Happy Learners Company Retirement Plan reported $794K in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #614 in Educational Services (4,024 peers)
The Happy Learners Company multi-year trail
The Happy Learners Company's plans moved -37.0% in assets from 2022 to 2024; this filing shows The Happy Learners Company Retirement Plan at $794K / 23 participants.
- #614
- in Educational Services (4,024 peers)
- +71.7%
- assets growth YoY
The Happy Learners Company Retirement Plan among the smaller filed plans by assets
The Happy Learners Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$793,986 23rd percentile higher than 23% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Happy Learners Company Retirement 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. The Happy Learners Company Retirement Plan is a small filing (23 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 811211284 · The Happy Learners Company PY 2022 · Profit Sharing
The Happy Learners Company Retirement Plan · $794K · 23 · 23rd
- TYPE $794K
- TYPE 23
- TYPE 23rd
- TYPE Profit Sharing
- TYPE near A & B Ventures, Inc. Retirement Plan
- TYPE ind #614
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 Educational Services retirement plans → · Plans in Texas →
The Happy Learners Company Retirement Plan in the asset neighbourhood
The Happy Learners Company multi-year asset trail
Sponsor-wide plan assets over time
All The Happy Learners Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $500K 37.031761265311985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $794K |
| 2023 | 1 | 28 | $623K |
| 2024 | 1 | 28 | $500K |
The Happy Learners Company filing trail (2022)
| Total Assets (Beginning of Year) | $462K |
|---|---|
| Net Assets (End of Year) | $794K |
| Net Income | $332K |
| Employer EIN | 811211284 |
| Plan Effective Date | 2016-01-25 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
The Happy Learners Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is A & B Ventures, Inc. Retirement Plan in NJ ($794K); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($794K here).
- A & B Ventures, Inc. Retirement Plan (NJ) $794K · 2
- Clear Sky Lodge Inc. Retirement Plan (AK) $794K · 1
- Jak Ventures, Inc. Retirement Plan (NJ) $794K · 2
- Gb Hilycord, Inc. Profit Sharing Plan (KY) $794K · 12
Similar participant headcount
Nearest other-state filings by covered participants (23 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.