Other · DOL Form 5500 · 2022
Learn Charter School Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 704
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $9,228
- Avg per participant Low balance/head
Official DOL plan name: Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan · Sponsored by Learn Charter School · Illinois · Educational Services
$6M in assets, 704 participants
Learn Charter School's Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan reported $6M in total assets and 704 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #1,599 in Educational Services (4,024 peers)
Learn Charter School multi-year trail
Learn Charter School's plans moved +47.5% in assets from 2022 to 2024; this filing shows Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan at $6M / 704 participants.
- #1,599
- in Educational Services (4,024 peers)
- +15.6%
- assets growth YoY
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,496,272 Top 44% higher than 56% 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
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda 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. Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan sits mid-pack in the medium band (704 participants).
Published 5500 schedule card
Filing strip 364439074 · Learn Charter School PY 2022 · Other
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan · $6M · 704 · 56th
- NET $6M
- NET 704
- NET 56th
- NET Other
- NET near Area Agency on Aging Region 9 Inc. 403(b) Plan
- NET ind #1599
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 Illinois →
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan in the asset neighbourhood
Learn Charter School multi-year asset trail
Sponsor-wide plan assets over time
All Learn Charter School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 47.45072250669307% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 704 | $6M |
| 2023 | 1 | 658 | $8M |
| 2024 | 1 | 713 | $10M |
Learn Charter School filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $875K |
| Employer EIN | 364439074 |
| Plan Effective Date | 2002-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Area Agency on Aging Region 9 Inc. 403(b) Plan in OH ($6M); by covered participants it is Hobart and William Smith Colleges Retirement Plan in NY (704 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) $6M · 140
- Council for a Strong America 403b Plan (DC) $6M · 52
- Ajc 403(b) Retirement Plan (NY) $6M · 193
- Pathfinder Services Retirement Plan (IN) $6M · 403
Similar participant headcount
Nearest other-state filings by covered participants (704 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.