401(k) · DOL Form 5500 · 2023

Education & Training Resources 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
695
Participants Below avg headcount
58th
Percentile by assets National rank
$13,706
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Education & Training Resources, LLC 401(k) Plan · Sponsored by Education & Training Resources · Kentucky · Educational Services

$10M in assets, 695 participants

Education & Training Resources's Education & Training Resources, LLC 401(k) Plan reported $10M in total assets and 695 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,525 in Educational Services (3,735 peers)

Education & Training Resources multi-year trail

Education & Training Resources's plans moved +51.6% in assets from 2022 to 2024; this filing shows Education & Training Resources, LLC 401(k) Plan at $10M / 695 participants.

#1,525
in Educational Services (3,735 peers)
+26.5%
assets growth YoY

Education & Training Resources, LLC 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Education & Training Resources, LLC 401(k) Plan vs every filed plan by assets

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

$9,526,011 Top 42% higher than 58% 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

Education & Training Resources, LLC 401(k) 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. Education & Training Resources, LLC 401(k) Plan sits mid-pack in the medium band (695 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education & Training Resources, LLC 401(k) Plan reported net income rose from $293K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Education & Training Resources, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Education & Training Resources, LLC 401(k) Plan reported participants rose from 599 in the plan year 2022 filing to 695 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611242482 · Education & Training Resources PY 2023 · 401(k)

Education & Training Resources, LLC 401(k) Plan · $10M · 695 · 58th

  • PCT $10M
  • EIN 695
  • RANK 58th
  • PHOTO 401(k)
  • IND near John a. Hudec and Associates, Inc. 401(k) Profit Sharing Plan
  • EOY ind #1525

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 Kentucky →

Education & Training Resources, LLC 401(k) Plan in the asset neighbourhood

Education & Training Resources, LLC 401(k) PlanEducation & Training Resourc…$10MJohn a. Hudec and Associates, Inc. 401(k) Profit Sharing PlanJohn a. Hudec and Associates…$10MFlash Global Logistics, Inc. 401(k) PlanFlash Global Logistics, Inc.…$10MRo-Mac Lumber & Supply, Inc. 401(k) PlanRo-Mac Lumber & Supply, Inc.…$10MRudd & Company PLLC 401(k) PlanRudd & Company PLLC 401(k) P…$10M
End-of-year total assets ($M) among Education & Training Resources, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Education & Training Resources multi-year asset trail

Sponsor-wide plan assets over time

All Education & Training Resources plans reported in each filing year

Latest sponsor-wide plan assets
$11M 51.633705961470476% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.53M $11.4M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 599 $8M
2023 1 695 $10M
2024 1 825 $11M

Education & Training Resources filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN611242482
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Education & Training Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Education & Training Resources, LLC 401(k) Plan, Total assets ($B): 0.009526011 · Participants: 695Education & Training Resources, LLC 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Education & Training Resources, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Education & Training Resources, LLC 401(k) Plan side-by-side with 3 peers →

Education & Training Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is John a. Hudec and Associates, Inc. 401(k) Profit Sharing Plan in OH ($10M); by covered participants it is Ancira Enterprises Employee Savings Plan in TX (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 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 Education & Training Resources, LLC 401(k) Plan assets move in 2023? ▼
Education & Training Resources, LLC 401(k) Plan grew sharply - up 26.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Education & Training Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Education & Training Resources's sponsor-wide assets grew 51.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Education & Training Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John a. Hudec and Associates, Inc. 401(k) Profit Sharing Plan in OH ($10M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Education & Training Resources, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ancira Enterprises Employee Savings Plan in TX (695 participants, $50M 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 611242482.

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.