401(k) · DOL Form 5500 · 2023

Custom Learning Designs, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
62
Participants Small participant base
66th
Percentile by assets National rank
$228,929
Avg per participant Above avg balance/head
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Official DOL plan name: Custom Learning Designs, Inc. 401(k) Plan · Sponsored by Custom Learning Designs, Inc. · Massachusetts · Professional & Technical Services

$14M in assets, 62 participants

Custom Learning Designs, Inc.'s Custom Learning Designs, Inc. 401(k) Plan reported $14M in total assets and 62 participants in its 2023 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.

  • #13,281 in Professional & Technical Services (20,321 peers)

Custom Learning Designs, Inc. multi-year trail

Custom Learning Designs, Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Custom Learning Designs, Inc. 401(k) Plan at $14M / 62 participants.

#13,281
in Professional & Technical Services (20,321 peers)
+18.4%
assets growth YoY

Custom Learning Designs, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Custom Learning Designs, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,193,601 Top 34% higher than 66% of 127,068 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 2023

Custom Learning Designs, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Custom Learning Designs, Inc. 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Custom Learning Designs, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Custom Learning Designs, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Custom Learning Designs, Inc. 401(k) Plan reported participants rose from 57 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042661406 · Custom Learning Designs, Inc. PY 2023 · 401(k)

Custom Learning Designs, Inc. 401(k) Plan · $14M · 62 · 66th

  • 5500 $14M
  • 5500 62
  • 5500 66th
  • 5500 401(k)
  • 5500 near The John Buck Company 401(k) Plan
  • 5500 ind #13281

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Custom Learning Designs, Inc. 401(k) Plan in the asset neighbourhood

Lifeplan Cco 401(k) Retirement PlanLifeplan Cco 401(k) Retireme…$14MCustom Learning Designs, Inc. 401(k) PlanCustom Learning Designs, Inc…$14MThe John Buck Company 401(k) PlanThe John Buck Company 401(k)…$14MKeenan, Hopkins, Suder & Stowell Contractors, Inc. 401(k) Plan and TrustKeenan, Hopkins, Suder & Sto…$14MGqg Partners LLC Retirement PlanGqg Partners LLC Retirement …$14M
End-of-year total assets ($M) among Custom Learning Designs, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Custom Learning Designs, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Custom Learning Designs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 35.743094615226916% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 57 $12M
2023 1 62 $14M
2024 1 63 $16M

Custom Learning Designs, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN042661406
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Custom Learning Designs, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Custom Learning Designs, Inc. 401(k) Plan, Total assets ($B): 0.014193601 · Participants: 62Custom Learning Designs, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Custom Learning Designs, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Custom Learning Designs, Inc. 401(k) Plan side-by-side with 3 peers →

Custom Learning Designs, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The John Buck Company 401(k) Plan in IL ($14M); by covered participants it is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Custom Learning Designs, Inc. 401(k) Plan assets move in 2023? ▼
Custom Learning Designs, Inc. 401(k) Plan grew sharply - up 18.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have Custom Learning Designs, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custom Learning Designs, Inc.'s sponsor-wide assets grew 35.7%, from $12M to $16M.
Which 401(k) plans are similar in size to Custom Learning Designs, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The John Buck Company 401(k) Plan in IL ($14M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Custom Learning Designs, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants, $800K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042661406.

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.