401(k)
2022 plan-year 401(k) DOL Form 5500

Spartan Education Group, LLC Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Spartan Education Group, LLC ยท Illinois ยท Educational Services

What the 2023 filing shows

Spartan Education Group, LLC Retirement Savings Plan holds $4M for 211 participants - about $19,203 per participant, down 16.2% over the 2022 plan year.

$4M
total plan assets (2022 EOY)
211
covered participants
$19,203
avg assets per participant
-16.2%
assets change YoY

The plan reported a net loss of $784K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$4M
Participants
211
State
Industry
Educational Services

What the Filing Says About Spartan Education Group, LLC Retirement Savings Plan

Spartan Education Group, LLC Retirement Savings Plan is a 401(k) retirement plan sponsored by Spartan Education Group, LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 211 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 270802184, and the plan has been effective since 2001-07-24. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end โ€” a decline of 16.2%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-783,815 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-783,815
Plan Type401(k)
Employer EIN270802184
Plan Effective Date2001-07-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Spartan Education Group, LLC)

Year Plans Participants Total Assets
2022 1 211 $4M
2023 1 253 $5M
2024 1 311 $7M

Nearby 401(k) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Spartan Education Group, LLC Retirement Savings Plan?
As of the 2022 Form 5500 filing, Spartan Education Group, LLC Retirement Savings Plan holds $4M in total assets with 211 participants. It is sponsored by Spartan Education Group, LLC.
What type of plan is Spartan Education Group, LLC Retirement Savings Plan?
Spartan Education Group, LLC Retirement Savings Plan is a 401(k) plan. It has been effective since 2001-07-24. The plan is filed with the U.S. Department of Labor under EIN 270802184.
Who sponsors the Spartan Education Group, LLC Retirement Savings Plan?
Spartan Education Group, LLC Retirement Savings Plan is sponsored by Spartan Education Group, LLC, located in Illinois. The sponsor's EIN is 270802184 and the plan operates in the Educational Services industry.
How did Spartan Education Group, LLC Retirement Savings Plan perform in 2022?
Spartan Education Group, LLC Retirement Savings Plan declined by 16.2% during 2022, moving from $5M to $4M in total assets. Net income was $-783,815.
Where can I find official filings for Spartan Education Group, LLC Retirement Savings Plan?
Official Form 5500 filings for Spartan Education Group, LLC Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 270802184 or plan name at efast.dol.gov.
How does Spartan Education Group, LLC Retirement Savings Plan compare to other plans?
You can compare Spartan Education Group, LLC Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 270802184.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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