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
PlainRetire home → About this data RSS: change history

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

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

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. 403(b) PlanThe Learning Tree, Inc. 403(…$2MEmployee Benefit Plan of the Center for Life Enrichment, Inc.Employee Benefit Plan of the…$2MRonald McDonald's House Charities of Metro St. Louis 403 (B) Retirement PlanRonald McDonald's House Char…$2MCts, Inc. 403(b) Plan$2MSeedco 403(b) Plan$2M
End-of-year total assets ($M) among The Learning Tree, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.89M $3.1M ▲ +64.0%
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 EIN630854115
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

The Learning Tree, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Learning Tree, Inc. 403(b) Plan, Total assets ($B): 0.001885353 · Participants: 455The Learning Tree, Inc. 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
The Learning Tree, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (455 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 The Learning Tree, Inc. 403(b) Plan assets move in 2022?
The Learning Tree, Inc. 403(b) Plan pulled back noticeably - down 10.9% during 2022, from $2M to $2M. Reported net income was -$229K.
How have The Learning Tree, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Learning Tree, Inc.'s sponsor-wide assets grew 64.3%, from $2M to $3M.
Which Other plans are similar in size to The Learning Tree, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Cts, Inc. 403(b) Plan in CT ($2M, 192 participants).
Which Other plans cover a similar participant headcount to The Learning Tree, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Hamline University 403(b) Retirement Plan in MN (455 participants, $147M in assets).