Other · DOL Form 5500 · 2022
The Learning Tree, Inc. Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 455
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $4,144
- Avg per participant Low balance/head
Official DOL plan name: The Learning Tree, Inc. 403(b) Plan · Sponsored by The Learning Tree, Inc. · Alabama · Healthcare & Social Assistance
$2M in assets, 455 participants
The Learning Tree, Inc.'s The Learning Tree, Inc. 403(b) Plan reported $2M in total assets and 455 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,707 in Healthcare & Social Assistance (20,060 peers)
The Learning Tree, Inc. multi-year trail
The Learning Tree, Inc.'s plans moved +64.3% in assets from 2022 to 2024; this filing shows The Learning Tree, Inc. 403(b) Plan at $2M / 455 participants.
- #6,707
- in Healthcare & Social Assistance (20,060 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Learning Tree, Inc. 403(b) Plan among the smaller filed plans by assets
The Learning Tree, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,885,353 33rd percentile higher than 33% 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
The Learning Tree, Inc. 403(b) 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. The Learning Tree, Inc. 403(b) Plan sits mid-pack in the medium band (455 participants).
DOL schedule card
Filing strip 630854115 · The Learning Tree, Inc. PY 2022 · Other
The Learning Tree, Inc. 403(b) Plan · $2M · 455 · 33rd
- BOOK $2M
- BOOK 455
- BOOK 33rd
- BOOK Other
- BOOK near Cts, Inc. 403(b) Plan
- BOOK ind #6707
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 Alabama →
The Learning Tree, Inc. 403(b) Plan in the asset neighbourhood
The Learning Tree, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Learning Tree, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 64.25703833711776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 455 | $2M |
| 2023 | 1 | 437 | $3M |
| 2024 | 1 | 396 | $3M |
The Learning Tree, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$229K |
| Employer EIN | 630854115 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.2B · 4,400
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
The Learning Tree, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Cts, Inc. 403(b) Plan in CT ($2M); by covered participants it is Hamline University 403(b) Retirement Plan in MN (455 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (455 participants); asset peers above are excluded.
- Hamline University 403(b) Retirement Plan (MN) 455 · 0 off
- Shcmhc 403(b) Plan (WV) 455 · 0 off
- Valley-Wide Health Systems, Inc. 403(b) Plan (CO) 456 · 1 off
- Sfsl Affiliates 403(b) Retirement Plan (FL) 456 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.