Profit Sharing · DOL Form 5500 · 2023

Bartlett Learning Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
155
Participants Small participant base
40th
Percentile by assets National rank
$24,895
Avg per participant Low balance/head
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Official DOL plan name: Bartlett Learning Center, Inc. Defined Contribution Retirement Plan · Sponsored by Bartlett Learning Center, Inc. · Illinois · Educational Services

$4M in assets, 155 participants

Bartlett Learning Center, Inc.'s Bartlett Learning Center, Inc. Defined Contribution Retirement Plan reported $4M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #976 in Educational Services (3,735 peers)

Coverage in Illinois

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan covers 155 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#976
in Educational Services (3,735 peers)
+14.1%
assets growth YoY

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$3,858,660 40th percentile higher than 40% 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

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bartlett Learning Center, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bartlett Learning Center, Inc. Defined Contribution Retirement Plan reported net income rose from -$747K in the plan year 2022 filing to $476K in the plan year 2023 filing.
  • Bartlett Learning Center, Inc. Defined Contribution Retirement Plan reported participants fell from 184 in the plan year 2022 filing to 155 in the plan year 2023 filing.
  • Bartlett Learning Center, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362778655 · Bartlett Learning Center, Inc. PY 2023 · Profit Sharing

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan · $4M · 155 · 40th

  • IND $4M
  • IND 155
  • IND 40th
  • IND Profit Sharing
  • IND near Duncan C. Ramsey, III Md Profit Sharing Plan & Trust
  • IND ind #976

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 →

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Bartlett Learning Center, Inc. Defined Contribution Retirement PlanBartlett Learning Center, In…$4MDuncan C. Ramsey, III Md Profit Sharing Plan & TrustDuncan C. Ramsey, III Md Pro…$4MThe Community Health Center of Central Wyoming, Inc. Defined Contribution PlanThe Community Health Center …$4MA&a Flooring, Inc Profit Sharing PlanA&a Flooring, Inc Profit Sha…$4MBrighter Choice Charter Schools for Girls 403(b) Retirement PlanBrighter Choice Charter Scho…$4M
End-of-year total assets ($M) among Bartlett Learning Center, Inc. Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$476K
Employer EIN362778655
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett Learning Center, Inc.)

Sponsor-wide plan assets over time

All Bartlett Learning Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.518978415764476% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.38M $3.94M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 184 $3M
2023 1 155 $4M
2024 1 159 $4M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Bartlett Learning Center, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.00385866 · Participants: 155Bartlett Learning Center, Inc. Defined Contribution Retirement PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Bartlett Learning Center, Inc. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Bartlett Learning Center, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Duncan C. Ramsey, III Md Profit Sharing Plan & Trust in TX ($4M); by covered participants it is The Corning Museum of Glass Defined Contribution Retirement Plan in NY (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Bartlett Learning Center, Inc. Defined Contribution Retirement Plan assets move in 2023? ▼
Bartlett Learning Center, Inc. Defined Contribution Retirement Plan grew at a solid clip - up 14.1% during 2023, from $3M to $4M. Reported net income was $476K.
How have Bartlett Learning Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett Learning Center, Inc.'s sponsor-wide assets grew 16.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Bartlett Learning Center, Inc. Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Duncan C. Ramsey, III Md Profit Sharing Plan & Trust in TX ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Bartlett Learning Center, Inc. Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Corning Museum of Glass Defined Contribution Retirement Plan in NY (155 participants, $34M 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 362778655.

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.