401(k) · DOL Form 5500 · 2022

Basis Educational Ventures, LLC 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
2,167
Participants
91st
Percentile by assets
$35,505
Avg per participant
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Official DOL plan name: Basis Educational Group Retirement Plan · Sponsored by Basis Educational Ventures, LLC · Arizona · Educational Services

$77M in assets, 2,167 participants

Basis Educational Ventures, LLC's Basis Educational Group Retirement Plan reported $77M in total assets and 2,167 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #3,371 in Educational Services (4,024 peers)

Coverage in Arizona

Basis Educational Group Retirement Plan covers 2,167 participants in Arizona, 3.8x the typical Arizona plan (state average ~564 per filing). Assets: $77M.

$77M
total plan assets (2022 EOY)
2,167
covered participants
91st
percentile by assets (of 139,126 plans)
$35,505
avg assets per participant
State

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Basis Educational Group Retirement Plan reports 2,167 participants - 3.8x that state average ($77M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$77M
Net Income$15M
Employer EIN810909912
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Basis Educational Ventures, LLC)

$60M$80M$100M$120M$140M 202220232024 $76.9M $118M ▲ +53.3%
Total plan assets by year, all Basis Educational Ventures, LLC plans on file
Year Plans Participants Total Assets
2022 1 2,167 $77M
2023 1 2,322 $97M
2024 1 2,389 $118M

Nearby 401(k) Plans in Arizona

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

Basis Educational Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Basis Educational Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Basis Educational Gr…Banner Health Employ…Freeport-Mcmoran Inc…Republic Services, I…Stantec 401(k) PlanReliance Steel & Alu…
Basis Educational Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Basis Educational Group Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Basis Educational Group Retirement Plan assets move in 2022?
Basis Educational Group Retirement Plan grew sharply - up 23.2% during 2022, from $62M to $77M. Reported net income was $15M.
How have Basis Educational Ventures, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Basis Educational Ventures, LLC's sponsor-wide assets grew 53.3%, from $77M to $118M.
Where does Basis Educational Group Retirement Plan rank by assets among Form 5500 filers?
Basis Educational Group Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Basis Educational Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Elara Caring National 401(k) Plan in TX ($77M, 11,130 participants).

Next read for Basis Educational Group Retirement Plan

Filing takeaways

Ways to act on Basis Educational Group Retirement Plan's numbers.