401(k) · DOL Form 5500 · 2022

Learning Ally, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
119
Participants Small participant base
66th
Percentile by assets National rank
$90,124
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Learning Ally 401(k) Plan · Sponsored by Learning Ally, Inc. · New Jersey · Educational Services

$11M in assets, 119 participants

Learning Ally, Inc.'s Learning Ally 401(k) Plan reported $11M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,966 in Educational Services (4,024 peers)

Coverage in New Jersey

Learning Ally 401(k) Plan covers 119 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#1,966
in Educational Services (4,024 peers)
+15.7%
assets growth YoY

Learning Ally 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Learning Ally 401(k) Plan vs every filed plan by assets

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

$10,724,728 Top 34% higher than 66% 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

Learning Ally 401(k) 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. Learning Ally 401(k) Plan sits mid-pack in the medium band (119 participants).

Form 5500 schedule snapshot

Filing strip 131659345 · Learning Ally, Inc. PY 2022 · 401(k)

Learning Ally 401(k) Plan · $11M · 119 · 66th

  • ASSETS $11M
  • PCT 119
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Schumacher Electric Corporation Employees Retirement Plan
  • IND ind #1966

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 Educational Services retirement plans → · Plans in New Jersey →

Learning Ally 401(k) Plan in the asset neighbourhood

Wireless Communications, Inc. Safe Harbor 401(k) Profit Sharing PlanWireless Communications, Inc…$11MLearning Ally 401(k) Plan$11MSchumacher Electric Corporation Employees Retirement PlanSchumacher Electric Corporat…$11MBleakley, Cypher, Parent, Warren & Quinn, P.C. 401(k) Profit Sharing PlanBleakley, Cypher, Parent, Wa…$11MZazove Associates 401(k) Profit Sharing Plan and TrustZazove Associates 401(k) Pro…$11M
End-of-year total assets ($M) among Learning Ally 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN131659345
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learning Ally, Inc.)

Sponsor-wide plan assets over time

All Learning Ally, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.678211326198669% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.7M $11.4M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 119 $11M
2023 1 134 $11M
2024 1 103 $11M

Nearby 401(k) Plans in New Jersey

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

Learning Ally 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Learning Ally 401(k) Plan, Total assets ($B): 0.010724728 · Participants: 119Learning Ally 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Learning Ally 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Learning Ally 401(k) Plan side-by-side with 3 peers →

Learning Ally 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Schumacher Electric Corporation Employees Retirement Plan in TX ($11M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Learning Ally 401(k) Plan assets move in 2022? ▼
Learning Ally 401(k) Plan grew sharply - up 15.7% during 2022, from $9M to $11M. Reported net income was $1M.
How have Learning Ally, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Ally, Inc.'s sponsor-wide assets grew 6.7%, from $11M to $11M.
Which 401(k) plans are similar in size to Learning Ally 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schumacher Electric Corporation Employees Retirement Plan in TX ($11M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Learning Ally 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 participants, N/A 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 131659345.

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.