401(k) · DOL Form 5500 · 2023

Ladder Tree Consulting Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$68,149
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ladder Tree 401(k) · Sponsored by Ladder Tree Consulting Inc. · Texas · Educational Services

$68K in assets, 1 participants

Ladder Tree Consulting Inc.'s Ladder Tree 401(k) reported $68K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

Ladder Tree Consulting Inc. multi-year trail

Ladder Tree Consulting Inc.'s plans moved -34.6% in assets from 2022 to 2024; this filing shows Ladder Tree 401(k) at $68K / 1 participant.

#144
in Educational Services (3,735 peers)
-19.2%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ladder Tree 401(k) among the smaller filed plans by assets

Ladder Tree 401(k) vs every filed plan by assets

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

$68,149 5th percentile higher than 5% 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

Ladder Tree 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ladder Tree 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ladder Tree 401(k) reported net income fell from $84K in the plan year 2022 filing to -$16K in the plan year 2023 filing.
  • Ladder Tree 401(k) end-of-year assets fell from $84K in the plan year 2022 filing to $68K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 882315874 · Ladder Tree Consulting Inc. PY 2023 · 401(k)

Ladder Tree 401(k) · $68K · 1 · 5th

  • PART $68K
  • TYPE 1
  • NET 5th
  • BOOK 401(k)
  • VS-ST near 22 Hoops, Inc. 401(k) Plan
  • BOY ind #144

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 Texas →

Ladder Tree 401(k) in the asset neighbourhood

Ladder Tree 401(k)$68K22 Hoops, Inc. 401(k) Plan$68KChristopher Patrick Williams P 401(k) Profit Sharing Plan & TrustChristopher Patrick Williams…$68KAllison Family Inc 401(k) Profit Sharing PlanAllison Family Inc 401(k) Pr…$68KHtt 401(k)$68K
End-of-year total assets ($M) among Ladder Tree 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ladder Tree Consulting Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ladder Tree Consulting Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$55K 34.61889791802598% vs 2022
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M 202220232024 $0.08M $0.06M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 1 $84K
2023 1 1 $68K
2024 1 1 $55K

Ladder Tree Consulting Inc. filing trail (2023)

Total Assets (Beginning of Year)$84K
Net Assets (End of Year)$68K
Net Income-$16K
Employer EIN882315874
Plan Effective Date2022-05-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ladder Tree 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ladder Tree 401(k), Total assets ($B): 0.000068149 · Participants: 1Ladder Tree 401(k)AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ladder Tree 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ladder Tree 401(k) side-by-side with 3 peers →

Ladder Tree 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 22 Hoops, Inc. 401(k) Plan in FL ($68K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ladder Tree 401(k) assets move in 2023? ▼
Ladder Tree 401(k) declined sharply - down 19.2% during 2023, from $84K to $68K. Reported net income was -$16K.
How have Ladder Tree Consulting Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ladder Tree Consulting Inc.'s sponsor-wide assets declined 34.6%, from $84K to $55K.
Where does Ladder Tree 401(k) rank by assets among Form 5500 filers? ▼
Ladder Tree 401(k) ranks in the 5th 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 Ladder Tree 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is 22 Hoops, Inc. 401(k) Plan in FL ($68K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Ladder Tree 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 882315874.

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.