401(k) · DOL Form 5500 · 2022

Leanin' Tree, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
136
Participants Small participant base
70th
Percentile by assets National rank
$95,217
Avg per participant Below avg balance/head
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Official DOL plan name: Leanin' Tree Inc. 401(k) Plan · Sponsored by Leanin' Tree, Inc. · Colorado · Manufacturing

$13M in assets, 136 participants

Leanin' Tree, Inc.'s Leanin' Tree Inc. 401(k) Plan reported $13M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,061 in Manufacturing (20,602 peers)

Coverage in Colorado

Leanin' Tree Inc. 401(k) Plan covers 136 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $13M.

#12,061
in Manufacturing (20,602 peers)
-34.4%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leanin' Tree Inc. 401(k) Plan's outsized position by total assets

Leanin' Tree Inc. 401(k) Plan vs every filed plan by assets

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

$12,949,526 Top 30% higher than 70% 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

Leanin' Tree Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leanin' Tree Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

Form 5500 schedule snapshot

Filing strip 841130457 · Leanin' Tree, Inc. PY 2022 · 401(k)

Leanin' Tree Inc. 401(k) Plan · $13M · 136 · 70th

  • EOY $13M
  • 5500 136
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Panum Telecom, LLC 401(k) Plan
  • RANK ind #12061

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 Manufacturing retirement plans → · Plans in Colorado →

Leanin' Tree Inc. 401(k) Plan in the asset neighbourhood

Leanin' Tree Inc. 401(k) Plan$13MPanum Telecom, LLC 401(k) PlanPanum Telecom, LLC 401(k) Pl…$13MAnchor Computer, Inc. 401(k) PlanAnchor Computer, Inc. 401(k)…$13MImi Management, Inc. 401(k) Retirement PlanImi Management, Inc. 401(k) …$13MPansophic Learning 401(k) PlanPansophic Learning 401(k) Pl…$13M
End-of-year total assets ($M) among Leanin' Tree Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$13M
Net Income-$7M
Employer EIN841130457
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leanin' Tree, Inc.)

Sponsor-wide plan assets over time

All Leanin' Tree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 12.815789550907114% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $13M $11.3M ▼ -12.8%
Year Plans Participants Total Assets
2022 1 136 $13M
2023 1 134 $12M
2024 1 136 $11M

Nearby 401(k) Plans in Colorado

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

Leanin' Tree Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Leanin' Tree Inc. 401(k) Plan, Total assets ($B): 0.012949526 · Participants: 136Leanin' Tree Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Leanin' Tree Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Leanin' Tree Inc. 401(k) Plan side-by-side with 3 peers →

Leanin' Tree Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Panum Telecom, LLC 401(k) Plan in MD ($13M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Leanin' Tree Inc. 401(k) Plan assets move in 2022? ▼
Leanin' Tree Inc. 401(k) Plan contracted severely - down 34.4% during 2022, from $20M to $13M. Reported net income was -$7M.
How have Leanin' Tree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leanin' Tree, Inc.'s sponsor-wide assets declined 12.8%, from $13M to $11M.
Which 401(k) plans are similar in size to Leanin' Tree Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Panum Telecom, LLC 401(k) Plan in MD ($13M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Leanin' Tree Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants, N/A 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 841130457.

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.