401(k) · DOL Form 5500 · 2022

Learning Tree International, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
125
Participants Small participant base
82nd
Percentile by assets National rank
$231,696
Avg per participant Above avg balance/head
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Official DOL plan name: Learning Tree International 401(k) Plan · Sponsored by Learning Tree International, Inc. · Virginia · Educational Services

$29M in assets, 125 participants

Learning Tree International, Inc.'s Learning Tree International 401(k) Plan reported $29M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,740 in Educational Services (4,024 peers)

Coverage in Virginia

Learning Tree International 401(k) Plan covers 125 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $29M.

#2,740
in Educational Services (4,024 peers)
+9.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Learning Tree International 401(k) Plan's outsized position by total assets

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

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

$28,962,059 Top 18% higher than 82% 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 Tree International 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 Tree International 401(k) Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 953133814 · Learning Tree International, Inc. PY 2022 · 401(k)

Learning Tree International 401(k) Plan · $29M · 125 · 82nd

  • NET $29M
  • NET 125
  • NET 82nd
  • NET 401(k)
  • NET near Sumaria Systems, LLC 401(k) Profit Sharing Plan
  • NET ind #2740

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 Virginia →

Learning Tree International 401(k) Plan in the asset neighbourhood

Crow Wing Cooperative Power & Light Co. Employees Retirement PlanCrow Wing Cooperative Power …$29MLearning Tree International 401(k) PlanLearning Tree International …$29MSumaria Systems, LLC 401(k) Profit Sharing PlanSumaria Systems, LLC 401(k) …$29MFlexfab Horizons International Retirement PlanFlexfab Horizons Internation…$29MSnfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$29M
End-of-year total assets ($M) among Learning Tree International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN953133814
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learning Tree International, Inc.)

Sponsor-wide plan assets over time

All Learning Tree International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.257620323195944% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29M $33.4M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 125 $29M
2023 1 111 $34M
2024 1 107 $33M

Nearby 401(k) Plans in Virginia

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

Learning Tree International 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Learning Tree International 401(k) Plan, Total assets ($B): 0.028962059 · Participants: 125Learning Tree International 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Learning Tree International 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Learning Tree International 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Sumaria Systems, LLC 401(k) Profit Sharing Plan in MA ($29M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Tree International 401(k) Plan assets move in 2022? ▼
Learning Tree International 401(k) Plan grew at a solid clip - up 9.1% during 2022, from $27M to $29M. Reported net income was $2M.
How have Learning Tree International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Tree International, Inc.'s sponsor-wide assets grew 15.3%, from $29M to $33M.
Where does Learning Tree International 401(k) Plan rank by assets among Form 5500 filers? ▼
Learning Tree International 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Learning Tree International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sumaria Systems, LLC 401(k) Profit Sharing Plan in MA ($29M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Learning Tree International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 953133814.

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.