401(k) · DOL Form 5500 · 2023

Tree of Knowledge, Inc. 401(k) Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets
5
Participants Small participant base
18th
Percentile by assets National rank
$101,440
Avg per participant Below avg balance/head
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Official DOL plan name: Tree of Knowledge, Inc. 401(k) Plan · Sponsored by Tree of Knowledge, Inc. · Illinois · Educational Services

$507K in assets, 5 participants

Tree of Knowledge, Inc.'s Tree of Knowledge, Inc. 401(k) Plan reported $507K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

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

What the 2023 filing shows

Tree of Knowledge, Inc. 401(k) Plan holds $507K for 5 participants - about $101,440 per participant, among the smaller plans by assets on file.

#477
in Educational Services (3,735 peers)
-4.3%
assets change YoY

The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tree of Knowledge, Inc. 401(k) Plan among the smaller filed plans by assets

Tree of Knowledge, Inc. 401(k) Plan vs every filed plan by assets

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

$507,199 18th percentile higher than 18% 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

Tree of Knowledge, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tree of Knowledge, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tree of Knowledge, Inc. 401(k) Plan reported net income fell from $12K in the plan year 2022 filing to -$23K in the plan year 2023 filing.
  • Tree of Knowledge, Inc. 401(k) Plan reported participants fell from 43 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Tree of Knowledge, Inc. 401(k) Plan end-of-year assets fell from $530K in the plan year 2022 filing to $507K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475337980 · Tree of Knowledge, Inc. PY 2023 · 401(k)

Tree of Knowledge, Inc. 401(k) Plan · $507K · 5 · 18th

  • ASSETS $507K
  • PCT 5
  • EIN 18th
  • RANK 401(k)
  • PHOTO near Soksaby Company 401(k) Plan
  • IND ind #477

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 →

Tree of Knowledge, Inc. 401(k) Plan in the asset neighbourhood

Tree of Knowledge, Inc. 401(k) PlanTree of Knowledge, Inc. 401(…$507KSoksaby Company 401(k) Plan$507KBrisys, Inc. 401(k) Profit Sharing PlanBrisys, Inc. 401(k) Profit S…$507KMoss Fertilizer Service, Inc 401(k)Salary Reduction Plan & TrustMoss Fertilizer Service, Inc…$507KLvi Enterprises Inc. 401(k) PlanLvi Enterprises Inc. 401(k) …$507K
End-of-year total assets ($M) among Tree of Knowledge, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$530K
Net Assets (End of Year)$507K
Net Income-$23K
Employer EIN475337980
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tree of Knowledge, Inc.)

Sponsor-wide plan assets over time

All Tree of Knowledge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$551K 4.022153177063081% vs 2022
2024 filing year
$0.5M$0.52M$0.54M$0.56M 202220232024 $0.53M $0.55M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 43 $530K
2023 1 5 $507K
2024 1 7 $551K

Nearby 401(k) Plans in Illinois

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

Tree of Knowledge, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Tree of Knowledge, Inc. 401(k) Plan, Total assets ($B): 0.000507199 · Participants: 5Tree of Knowledge, Inc. 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Tree of Knowledge, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Tree of Knowledge, Inc. 401(k) Plan side-by-side with 3 peers →

Tree of Knowledge, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Soksaby Company 401(k) Plan in MD ($507K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($507K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Tree of Knowledge, Inc. 401(k) Plan assets move in 2023? ▼
Tree of Knowledge, Inc. 401(k) Plan edged down modestly - down 4.3% during 2023, from $530K to $507K. Reported net income was -$23K.
How have Tree of Knowledge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tree of Knowledge, Inc.'s sponsor-wide assets grew 4.0%, from $530K to $551K.
Where does Tree of Knowledge, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Tree of Knowledge, Inc. 401(k) Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tree of Knowledge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Soksaby Company 401(k) Plan in MD ($507K, 23 participants).
Which 401(k) plans cover a similar participant headcount to Tree of Knowledge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 475337980.

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.