Other · DOL Form 5500 · 2022
Learning Grove, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 396
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $22,286
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Learning Grove, Inc. · Sponsored by Learning Grove, Inc. · Kentucky · Healthcare & Social Assistance
$9M in assets, 396 participants
Learning Grove, Inc.'s 403(b) Thrift Plan of Learning Grove, Inc. reported $9M in total assets and 396 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,655 in Healthcare & Social Assistance (20,060 peers)
Learning Grove, Inc. multi-year trail
Learning Grove, Inc.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Learning Grove, Inc. at $9M / 396 participants.
- #13,655
- in Healthcare & Social Assistance (20,060 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Learning Grove, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Learning Grove, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,825,420 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan of Learning Grove, Inc. 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. 403(b) Thrift Plan of Learning Grove, Inc. sits mid-pack in the medium band (396 participants).
DOL schedule card
Filing strip 310910787 · Learning Grove, Inc. PY 2022 · Other
403(b) Thrift Plan of Learning Grove, Inc. · $9M · 396 · 62nd
- PHOTO $9M
- IND 396
- EOY 62nd
- 5500 Other
- ASSETS near Carlos Albizu University 403(b) DC Plan
- PCT ind #13655
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
403(b) Thrift Plan of Learning Grove, Inc. in the asset neighbourhood
Learning Grove, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Learning Grove, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 17.422252991925596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 396 | $9M |
| 2023 | 1 | 443 | $10M |
| 2024 | 1 | 410 | $10M |
Learning Grove, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 310910787 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
403(b) Thrift Plan of Learning Grove, Inc.'s out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Carlos Albizu University 403(b) DC Plan in FL ($9M); by covered participants it is Regis College DC Retirement Plan in MA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (396 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.