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

DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN

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

A. J. DANBOISE SON, INC.

This 401(k) plan holds $6M in total assets and serves 161 participants as of 2022. It is sponsored by A. J. DANBOISE SON, INC. in Michigan. The plan reported a net loss of $912K for the year.

Total Assets (2023)
$6M
Participants
161
State
Industry
Construction

What the Filing Says About DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN

DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN is a 401(k) retirement plan sponsored by A. J. DANBOISE SON, INC., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 161 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 381908358, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $6M at year-end — a decline of 12.5%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-911,910 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.

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 — 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)$7M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-911,910
Plan Type401(k)
Employer EIN381908358
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN?
As of the 2022 Form 5500 filing, DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN holds $6M in total assets with 161 participants. It is sponsored by A. J. DANBOISE SON, INC..
What type of plan is DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN?
DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN is a 401(k) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 381908358.
Who sponsors the DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN?
DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN is sponsored by A. J. DANBOISE SON, INC., located in Michigan. The sponsor's EIN is 381908358 and the plan operates in the Construction industry.
How did DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN perform in 2022?
DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN declined by 12.5% during 2022, moving from $7M to $6M in total assets. Net income was $-911,910.
Where can I find official filings for DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN?
Official Form 5500 filings for DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381908358 or plan name at efast.dol.gov.
How does DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN compare to other plans?
You can compare DANBOISE & THE LEARNING TREE CENTERS EMPLOYEES 401(K) RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Michigan 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) — original filing retrieval by EIN 381908358.

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

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

Data sourced from official public datasets. See our methodology for details.