401(k) · DOL Form 5500 · 2023

Lifelong Learner Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
1,089
Participants Near avg headcount
89th
Percentile by assets National rank
$67,401
Avg per participant Below avg balance/head
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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.

  • #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.

#4,144
in Administrative & Support Services (4,372 peers)
+21.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lifelong Learner Holdings 401(k) Plan's outsized position 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 $2,050,000,000 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

Lifelong Learner Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifelong Learner Holdings 401(k) Plan lands in the large band (1,089 participants).

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 →

Form 5500 schedule snapshot

Filing strip 473094712 · Lifelong Learner Holdings, LLC PY 2023 · 401(k)

Lifelong Learner Holdings 401(k) Plan · $73M · 1,089 · 89th

  • ASSETS $73M
  • PCT 1,089
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Penn Color, Inc. Incentive Savings Plan
  • IND ind #4144

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 Administrative & Support Services retirement plans → · Plans in California →

Lifelong Learner Holdings 401(k) Plan in the asset neighbourhood

The Deichmann U.S. Retirement Benefit ProgramThe Deichmann U.S. Retiremen…$73MLifelong Learner Holdings 401(k) PlanLifelong Learner Holdings 40…$73MPenn Color, Inc. Incentive Savings PlanPenn Color, Inc. Incentive S…$73MMeyer Tool 401(k) and Profit Sharing PlanMeyer Tool 401(k) and Profit…$73MImt Insurance Company Retirement Savings PlanImt Insurance Company Retire…$73M
End-of-year total assets ($M) among Lifelong Learner Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Lifelong Learner Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 16.223489951391517% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $60.6M $50.8M ▼ -16.2%
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 ($B) Participants Lifelong Learner Holdings 401(k) Plan, Total assets ($B): 0.073400187 · Participants: 1089Lifelong Learner Holdings 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 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 →

Lifelong Learner Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Penn Color, Inc. Incentive Savings Plan in PA ($73M); by covered participants it is Prn Health Services, Inc. 401(k) Plan in WI (1,089 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,089 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 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).
Which 401(k) plans cover a similar participant headcount to Lifelong Learner Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prn Health Services, Inc. 401(k) Plan in WI (1,089 participants, $13M 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 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.