401(k) · DOL Form 5500 · 2023

Lifelong Learner Holdings, LLC 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
1,089
Participants
89th
Percentile by assets
$67,401
Avg per participant
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Official DOL plan name: Lifelong Learner Holdings 401(k) Plan · Sponsored by Lifelong Learner Holdings, LLC · California · Administrative & Support Services

$73M in assets, 1,089 participants

Lifelong Learner Holdings, LLC's Lifelong Learner Holdings 401(k) Plan reported $73M in total assets and 1,089 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #4,144 in Administrative & Support Services (4,372 peers)

Where Lifelong Learner Holdings 401(k) Plan sits by assets

Lifelong Learner Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 1,089 participants (~$67,401/participant), up 21.1% in 2023.

$73M
total plan assets (2023 EOY)
1,089
covered participants
89th
percentile by assets (of 127,072 plans)
$67,401
avg assets per participant

Where Lifelong Learner Holdings 401(k) Plan sits by total assets

Lifelong Learner Holdings 401(k) Plan vs every filed plan by assets

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

$73,400,187 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lifelong Learner Holdings 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Lifelong Learner Holdings 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Lifelong Learner Holdings 401(k) Plan reported participants fell from 1,124 in the plan year 2022 filing to 1,089 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Administrative & Support Services

Lifelong Learner Holdings 401(k) Plan vs the 2023 asset distribution

By assets, Lifelong Learner Holdings 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$73M
Net Income$13M
Employer EIN473094712
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifelong Learner Holdings, LLC)

$40M$50M$60M$70M$80M 202220232024 $60.6M $50.8M ▼ -16.2%
Total plan assets by year, all Lifelong Learner Holdings, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,124 $61M
2023 1 1,089 $73M
2024 1 1,451 $51M

Nearby 401(k) Plans in California

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

Lifelong Learner Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lifelong Learner Hol…, Total assets ($B): 0.073400187 · Participants: 1089Lifelong Learner Hol…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lifelong Learner Holdings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lifelong Learner Holdings 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lifelong Learner Holdings 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Lifelong Learner Holdings 401(k) Plan assets move in 2023? ▼
Lifelong Learner Holdings 401(k) Plan grew sharply - up 21.1% during 2023, from $61M to $73M. Reported net income was $13M.
How have Lifelong Learner Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifelong Learner Holdings, LLC's sponsor-wide assets declined 16.2%, from $61M to $51M.
Where does Lifelong Learner Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Lifelong Learner Holdings 401(k) Plan ranks in the 89th 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 Lifelong Learner Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn Color, Inc. Incentive Savings Plan in PA ($73M, 585 participants).

Next read for Lifelong Learner Holdings 401(k) Plan

Scale reading

Ways to act on Lifelong Learner Holdings 401(k) Plan's numbers.

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 473094712.

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.