401(k) · DOL Form 5500 · 2022

Education Logistics, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
104
Participants Small participant base
40th
Percentile by assets National rank
$28,174
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Education Logistics, Inc & Affiliates 401(k) Plan · Sponsored by Education Logistics, Inc · Montana · Professional & Technical Services

$3M in assets, 104 participants

Education Logistics, Inc's Education Logistics, Inc & Affiliates 401(k) Plan reported $3M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,037 in Professional & Technical Services (21,562 peers)

Coverage in Montana

Education Logistics, Inc & Affiliates 401(k) Plan covers 104 participants in Montana, about 38% of the average Montana filer (state average ~271 per filing). Assets: $3M.

#8,037
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY

The plan reported a net loss of $520K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Education Logistics, Inc & Affiliates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Education Logistics, Inc & Affiliates 401(k) Plan vs every filed plan by assets

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

$2,930,100 40th percentile higher than 40% 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

Education Logistics, Inc & Affiliates 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. Education Logistics, Inc & Affiliates 401(k) Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 810389667 · Education Logistics, Inc PY 2022 · 401(k)

Education Logistics, Inc & Affiliates 401(k) Plan · $3M · 104 · 40th

  • PART $3M
  • TYPE 104
  • NET 40th
  • BOOK 401(k)
  • VS-ST near Terra Firma Foundation Repair, Inc. Retirement Savings Plan
  • BOY ind #8037

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 Montana →

Education Logistics, Inc & Affiliates 401(k) Plan in the asset neighbourhood

Education Logistics, Inc & Affiliates 401(k) PlanEducation Logistics, Inc & A…$3MTerra Firma Foundation Repair, Inc. Retirement Savings PlanTerra Firma Foundation Repai…$3MLaurel Machine & Foundry Company 401(k) Profit Sharing PlanLaurel Machine & Foundry Com…$3MRide Auto Group 401(k) Plan$3MTerra Firma Custom Homes, Inc. 401(k) Plan & TrustTerra Firma Custom Homes, In…$3M
End-of-year total assets ($M) among Education Logistics, Inc & Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Montana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$520K
Employer EIN810389667
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Education Logistics, Inc & Affiliates 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Education Logistics, Inc & Affiliates 401(k) Plan, Total assets ($M): 2.9301 · Participants: 104Education Logistics, Inc & Affiliates 401(k) PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Education Logistics, Inc & Affiliates 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Education Logistics, Inc & Affiliates 401(k) Plan side-by-side with 3 peers →

Education Logistics, Inc & Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Terra Firma Foundation Repair, Inc. Retirement Savings Plan in OR ($3M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Education Logistics, Inc & Affiliates 401(k) Plan assets move in 2022? ▼
Education Logistics, Inc & Affiliates 401(k) Plan declined sharply - down 15.1% during 2022, from $3M to $3M. Reported net income was -$520K.
Which 401(k) plans are similar in size to Education Logistics, Inc & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terra Firma Foundation Repair, Inc. Retirement Savings Plan in OR ($3M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Education Logistics, Inc & Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 810389667.

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.