401(k) · DOL Form 5500 · 2023

Learjet Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
407
Participants Below avg headcount
86th
Percentile by assets National rank
$129,458
Avg per participant Near avg balance/head
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Official DOL plan name: Learjet Inc. Tax-Deferred Savings Plan for Represented Employees · Sponsored by Learjet Inc. · Kansas · Manufacturing

$53M in assets, 407 participants

Learjet Inc.'s Learjet Inc. Tax-Deferred Savings Plan for Represented Employees reported $53M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,945 in Manufacturing (18,722 peers)

Where Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits by assets

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits in the top quartile of all filed plans by assets, $53M for 407 participants (~$129,458/participant), up 9.6% in 2023.

#14,945
in Manufacturing (18,722 peers)
+9.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees's outsized position by total assets

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs every filed plan by assets

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

$52,689,371 Top 14% higher than 86% 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

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees 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. Learjet Inc. Tax-Deferred Savings Plan for Represented Employees sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Learjet Inc. Tax-Deferred Savings Plan for Represented Employees reported net income rose from -$15M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Learjet Inc. Tax-Deferred Savings Plan for Represented Employees end-of-year assets rose from $48M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133567473 · Learjet Inc. PY 2023 · 401(k)

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees · $53M · 407 · 86th

  • PHOTO $53M
  • IND 407
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Music Choice 401(k) Savings Plan
  • PCT ind #14945

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 Manufacturing retirement plans → · Plans in Kansas →

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees in the asset neighbourhood

Learjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$53MMusic Choice 401(k) Savings PlanMusic Choice 401(k) Savings …$53MForum Credit Union 401(k) PlanForum Credit Union 401(k) Pl…$53MHaug Partners LLP 401(k) Plan$53MMuch Shelist Profit Sharing Plan and TrustMuch Shelist Profit Sharing …$53M
End-of-year total assets ($M) among Learjet Inc. Tax-Deferred Savings Plan for Represented Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$5M
Employer EIN133567473
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learjet Inc.)

Sponsor-wide plan assets over time

All Learjet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 18.76511720190369% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.1M $57.1M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 406 $48M
2023 1 407 $53M
2024 1 429 $57M

Nearby 401(k) Plans in Kansas

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

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Learjet Inc. Tax-Deferred Savings Plan for Represented Employees, Total assets ($B): 0.052689371 · Participants: 407Learjet Inc. Tax-Deferred Savings Plan for Represented EmployeesKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Learjet Inc. Tax-Deferred Savings Plan for Represented Employees side-by-side with 3 peers →

Learjet Inc. Tax-Deferred Savings Plan for Represented Employees's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Music Choice 401(k) Savings Plan in PA ($53M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Learjet Inc. Tax-Deferred Savings Plan for Represented Employees assets move in 2023? ▼
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees grew at a solid clip - up 9.6% during 2023, from $48M to $53M. Reported net income was $5M.
How have Learjet Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learjet Inc.'s sponsor-wide assets grew 18.8%, from $48M to $57M.
Where does Learjet Inc. Tax-Deferred Savings Plan for Represented Employees rank by assets among Form 5500 filers? ▼
Learjet Inc. Tax-Deferred Savings Plan for Represented Employees ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Learjet Inc. Tax-Deferred Savings Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by assets is Music Choice 401(k) Savings Plan in PA ($53M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Learjet Inc. Tax-Deferred Savings Plan for Represented Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 participants, N/A 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 133567473.

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.