401(k) · DOL Form 5500 · 2022

Lifelong Learner Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,124
Participants Near avg headcount
90th
Percentile by assets National rank
$53,916
Avg per participant Low balance/head
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Official DOL plan name: Lifelong Learner Holdings 401(k) Plan · Sponsored by Lifelong Learner Holdings, LLC · California · Administrative & Support Services

$61M in assets, 1,124 participants

Lifelong Learner Holdings, LLC's Lifelong Learner Holdings 401(k) Plan reported $61M in total assets and 1,124 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,702 in Administrative & Support Services (4,927 peers)

Where Lifelong Learner Holdings 401(k) Plan sits by assets

Lifelong Learner Holdings 401(k) Plan sits in the top 10% of all filed plans by assets, $61M for 1,124 participants (~$53,916/participant), down 10.8% in 2022.

#4,702
in Administrative & Support Services (4,927 peers)
-10.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Lifelong Learner Holdings 401(k) Plan's outsized position by total assets

Lifelong Learner Holdings 401(k) Plan vs every filed plan by assets

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

$60,601,973 Top 10% higher than 90% 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

Lifelong Learner Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifelong Learner Holdings 401(k) Plan lands in the large band (1,124 participants).

Plan-year Form 5500 strip

Filing strip 473094712 · Lifelong Learner Holdings, LLC PY 2022 · 401(k)

Lifelong Learner Holdings 401(k) Plan · $61M · 1,124 · 90th

  • EIN $61M
  • RANK 1,124
  • PHOTO 90th
  • IND 401(k)
  • EOY near Basis Global Technologies, Inc. 401(k) Savings Plan
  • 5500 ind #4702

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 Administrative & Support Services retirement plans → · Plans in California →

Lifelong Learner Holdings 401(k) Plan in the asset neighbourhood

Challenge Mfg. Company Profit Sharing and Retirement Savings PlanChallenge Mfg. Company Profi…$61MLifelong Learner Holdings 401(k) PlanLifelong Learner Holdings 40…$61MBasis Global Technologies, Inc. 401(k) Savings PlanBasis Global Technologies, I…$61MThe Retirement Plan for Associates of Metromont LLCThe Retirement Plan for Asso…$61MMadix, Inc. 401(k) Profit Sharing PlanMadix, Inc. 401(k) Profit Sh…$61M
End-of-year total assets ($M) among Lifelong Learner Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$61M
Net Income-$7M
Employer EIN473094712
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifelong Learner Holdings, LLC)

Sponsor-wide plan assets over time

All Lifelong Learner Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 16.223489951391517% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $60.6M $50.8M ▼ -16.2%
Year Plans Participants Total Assets
2022 1 1,124 $61M
2023 1 1,089 $73M
2024 1 1,451 $51M

Nearby 401(k) Plans in California

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

Lifelong Learner Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lifelong Learner Holdings 401(k) Plan, Total assets ($B): 0.060601973 · Participants: 1124Lifelong Learner Holdings 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lifelong Learner Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lifelong Learner Holdings 401(k) Plan side-by-side with 3 peers →

Lifelong Learner Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Basis Global Technologies, Inc. 401(k) Savings Plan in IL ($61M); by covered participants it is Balise Motor Sales Company 401(k) Retirement Plan in MA (1,124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,124 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 Lifelong Learner Holdings 401(k) Plan assets move in 2022? ▼
Lifelong Learner Holdings 401(k) Plan pulled back noticeably - down 10.8% during 2022, from $68M to $61M. Reported net income was -$7M.
How have Lifelong Learner Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifelong Learner Holdings, LLC's sponsor-wide assets declined 16.2%, from $61M to $51M.
Where does Lifelong Learner Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Lifelong Learner Holdings 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lifelong Learner Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Basis Global Technologies, Inc. 401(k) Savings Plan in IL ($61M, 755 participants).
Which 401(k) plans cover a similar participant headcount to Lifelong Learner Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Balise Motor Sales Company 401(k) Retirement Plan in MA (1,124 participants, $32M 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 473094712.

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.