401(k) · DOL Form 5500 · 2023
Learning Grove, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 443
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $22,973
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Learning Grove, Inc. · Sponsored by Learning Grove, Inc. · Kentucky · Healthcare & Social Assistance
$10M in assets, 443 participants
Learning Grove, Inc.'s 403(b) Thrift Plan of Learning Grove, Inc. reported $10M in total assets and 443 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,417 in Healthcare & Social Assistance (17,684 peers)
Learning Grove, Inc. multi-year trail
Learning Grove, Inc.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Learning Grove, Inc. at $10M / 443 participants.
- #11,417
- in Healthcare & Social Assistance (17,684 peers)
- +15.3%
- assets growth YoY
403(b) Thrift Plan of Learning Grove, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Learning Grove, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,176,941 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Learning Grove, Inc. 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. 403(b) Thrift Plan of Learning Grove, Inc. sits mid-pack in the medium band (443 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Learning Grove, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan of Learning Grove, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- 403(b) Thrift Plan of Learning Grove, Inc. reported participants rose from 396 in the plan year 2022 filing to 443 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310910787 · Learning Grove, Inc. PY 2023 · 401(k)
403(b) Thrift Plan of Learning Grove, Inc. · $10M · 443 · 59th
- PART $10M
- TYPE 443
- NET 59th
- BOOK 401(k)
- VS-ST near Arete Advisors, LLC 401(k) Plan
- BOY ind #11417
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
403(b) Thrift Plan of Learning Grove, Inc. in the asset neighbourhood
Learning Grove, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Learning Grove, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 17.422252991925596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 396 | $9M |
| 2023 | 1 | 443 | $10M |
| 2024 | 1 | 410 | $10M |
Learning Grove, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 310910787 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
403(b) Thrift Plan of Learning Grove, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Arete Advisors, LLC 401(k) Plan in FL ($10M); by covered participants it is Lifecore Biomedical 401(k) Plan in MN (443 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (443 participants); asset peers above are excluded.
- Lifecore Biomedical 401(k) Plan (MN) 443 · 0 off
- Telrite Holdings 401(k) Plan (GA) 443 · 0 off
- Brayman Construction Corporation Savings & Profit Sharing Plan (PA) 443 · 0 off
- Optimax Systems, Inc. 401(k) Profit Sharing Plan (NY) 443 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.