ESOP · DOL Form 5500 · 2023
Funds for Learning Employee Stock Ownership Plan
Data updated 2026-05-15
- $253K
- Total assets
- 21
- Participants
- 12th
- Percentile by assets
- $12,045
- Avg per participant
Sponsored by Funds for Learning, Inc · Oklahoma · Educational Services
What the 2023 filing shows
Funds for Learning Employee Stock Ownership Plan holds $253K for 21 participants - about $12,045 per participant, among the smaller plans by assets on file, up 68.6% over the 2023 plan year.
- $253K
- total plan assets (2023 EOY)
- 21
- covered participants
- 12th
- percentile by assets (of 126,618 plans)
- $12,045
- avg assets per participant
ESOP · DOL Form 5500 · 2023
What the Filing Says About Funds for Learning Employee Stock Ownership Plan
Funds for Learning Employee Stock Ownership Plan is an ESOP retirement plan sponsored by Funds for Learning, Inc, headquartered in Oklahoma. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $253K in total end-of-year assets and covers 21 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 845040268, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets surged from $150K at the beginning of 2023 to $253K at year-end - up 68.6%. Net assets (after liabilities) closed the year at $253K, with reported net income of $103K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Funds for Learning, Inc has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $150K to $361K, a gain of 140.6%, while reported participants moved from 24 to 24 (+0.0%). The strongest year on file by total sponsor assets was 2024 at $361K; the softest was 2022 at $150K. Year-by-year, sponsor-wide filings show: 2022 - $150K in assets across 1 plan covering 24 participants; 2023 - $253K in assets across 1 plan covering 21 participants; 2024 - $361K in assets across 1 plan covering 24 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Funds for Learning Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $150K |
|---|---|
| Total Assets (End of Year) | $253K |
| Net Assets (End of Year) | $253K |
| Net Income | $103K |
| Plan Type | ESOP |
| Employer EIN | 845040268 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Funds for Learning, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $150K |
| 2023 | 1 | 21 | $253K |
| 2024 | 1 | 24 | $361K |
Nearby ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
Frequently Asked Questions
How much money is in the Funds for Learning Employee Stock Ownership Plan? ▼
What type of plan is Funds for Learning Employee Stock Ownership Plan? ▼
Who sponsors the Funds for Learning Employee Stock Ownership Plan? ▼
How did Funds for Learning Employee Stock Ownership Plan perform in 2023? ▼
What this filing means
Ways to act on Funds for Learning Employee Stock Ownership Plan's numbers.
- By total assets, Funds for Learning Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
- Funds for Learning, Inc's sponsor-wide assets have grown 140.6% since 2022 across 3 plan years on file. More Educational Services plans
- An ESOP plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 845040268.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.