401(k) · DOL Form 5500 · 2022

Learjet, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
406
Participants Below avg headcount
88th
Percentile by assets National rank
$118,399
Avg per participant Near avg balance/head
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Official DOL plan name: Learjet Inc. Tax-Deferred Savings Plan for Represented Employees · Sponsored by Learjet, Inc. · Kansas · Manufacturing

$48M in assets, 406 participants

Learjet, Inc.'s Learjet Inc. Tax-Deferred Savings Plan for Represented Employees reported $48M in total assets and 406 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,875 in Manufacturing (20,602 peers)

Where Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits by assets

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits in the top quartile of all filed plans by assets, $48M for 406 participants (~$118,399/participant), down 24.2% in 2022.

#16,875
in Manufacturing (20,602 peers)
-24.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees's outsized position by total assets

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs every filed plan by assets

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

$48,069,825 Top 12% higher than 88% 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

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees 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. Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits mid-pack in the medium band (406 participants).

EBSA filing schedule strip

Filing strip 133567473 · Learjet, Inc. PY 2022 · 401(k)

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees · $48M · 406 · 88th

  • SCH $48M
  • SCH 406
  • SCH 88th
  • SCH 401(k)
  • SCH near Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan
  • SCH ind #16875

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 Kansas →

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees in the asset neighbourhood

Lyons Magnus Employees' Retirement Savings PlanLyons Magnus Employees' Reti…$48MLearjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$48MSeverson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral PlanSeverson & Werson, a Profess…$48MTops Markets, LLC 401(k) Savings Plan for Union AssociatesTops Markets, LLC 401(k) Sav…$48MBskb - 401(k) Profit Sharing PlanBskb - 401(k) Profit Sharing…$48M
End-of-year total assets ($M) among Learjet Inc. Tax-Deferred Savings Plan for Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$48M
Net Income-$15M
Employer EIN133567473
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learjet, Inc.)

Sponsor-wide plan assets over time

All Learjet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 18.76511720190369% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.1M $57.1M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 406 $48M
2023 1 407 $53M
2024 1 429 $57M

Nearby 401(k) Plans in Kansas

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

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Learjet Inc. Tax-Deferred Savings Plan for Represented Employees, Total assets ($B): 0.048069825 · Participants: 406Learjet Inc. Tax-Deferred Savings Plan for Represented EmployeesKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Learjet Inc. Tax-Deferred Savings Plan for Represented Employees side-by-side with 3 peers →

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan in CA ($48M); by covered participants it is Douglas Fruit Company Salary Reduction and Savings Plan in WA (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Learjet Inc. Tax-Deferred Savings Plan for Represented Employees assets move in 2022? ▼
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees declined sharply - down 24.2% during 2022, from $63M to $48M. Reported net income was -$15M.
How have Learjet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learjet, Inc.'s sponsor-wide assets grew 18.8%, from $48M to $57M.
Where does Learjet Inc. Tax-Deferred Savings Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Learjet Inc. Tax-Deferred Savings Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by assets is Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan in CA ($48M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Learjet Inc. Tax-Deferred Savings Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Douglas Fruit Company Salary Reduction and Savings Plan in WA (406 participants, $11M 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 133567473.

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.