401(k) · DOL Form 5500 · 2023

Ei US LLC Dba Learn Well 401(k) Plan

Data updated 2026-08-25

$819K
Total assets Small plan by assets
145
Participants Small participant base
22nd
Percentile by assets National rank
$5,648
Avg per participant Low balance/head
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Official DOL plan name: Ei US LLC 401(k) Plan · Sponsored by Ei US LLC Dba Learn Well · Massachusetts · Healthcare & Social Assistance

$819K in assets, 145 participants

Ei US LLC Dba Learn Well's Ei US LLC 401(k) Plan reported $819K in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,090 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Ei US LLC 401(k) Plan covers 145 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $819K.

#3,090
in Healthcare & Social Assistance (17,684 peers)
+65.7%
assets growth YoY

Ei US LLC 401(k) Plan among the smaller filed plans by assets

Ei US LLC 401(k) Plan vs every filed plan by assets

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

$818,932 22nd percentile higher than 22% 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

Ei US 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. Ei US LLC 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ei US LLC 401(k) Plan reported net income rose from $666 in the plan year 2022 filing to $325K in the plan year 2023 filing.
  • Ei US LLC 401(k) Plan end-of-year assets rose from $494K in the plan year 2022 filing to $819K in the plan year 2023 filing.
  • Ei US LLC 401(k) Plan reported participants rose from 92 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823897672 · Ei US LLC Dba Learn Well PY 2023 · 401(k)

Ei US LLC 401(k) Plan · $819K · 145 · 22nd

  • IND $819K
  • IND 145
  • IND 22nd
  • IND 401(k)
  • IND near Jcb Urban Company 401(k) Profit Sharing Plan & Trust
  • IND ind #3090

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 Massachusetts →

Ei US LLC 401(k) Plan in the asset neighbourhood

Ei US LLC 401(k) Plan$819KJcb Urban Company 401(k) Profit Sharing Plan & TrustJcb Urban Company 401(k) Pro…$819KLakeside Dentistry, PA 401(k) PlanLakeside Dentistry, PA 401(k…$819KRoman Empire Aba Services, Inc. 401(k) PlanRoman Empire Aba Services, I…$819KB&b Creative Marketing 401(k) PlanB&b Creative Marketing 401(k…$819K
End-of-year total assets ($M) among Ei US LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$494K
Net Assets (End of Year)$819K
Net Income$325K
Employer EIN823897672
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ei US LLC Dba Learn Well)

Sponsor-wide plan assets over time

All Ei US LLC Dba Learn Well plans reported in each filing year

Latest sponsor-wide plan assets
$1M 185.1829596448847% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.49M $1.41M ▲ +187.8%
Year Plans Participants Total Assets
2022 1 92 $494K
2023 1 145 $819K
2024 1 258 $1M

Nearby 401(k) Plans in Massachusetts

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

Ei US LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ei US LLC 401(k) Plan, Total assets ($B): 0.000818932 · Participants: 145Ei US LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ei US LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ei US LLC 401(k) Plan side-by-side with 3 peers →

Ei US LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Jcb Urban Company 401(k) Profit Sharing Plan & Trust in NC ($819K); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Ei US LLC 401(k) Plan assets move in 2023? ▼
Ei US LLC 401(k) Plan surged - up 65.7% during 2023, from $494K to $819K. Reported net income was $325K.
How have Ei US LLC Dba Learn Well plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ei US LLC Dba Learn Well's sponsor-wide assets grew 185.2%, from $494K to $1M.
Where does Ei US LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ei US LLC 401(k) Plan ranks in the 22nd 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 Ei US LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jcb Urban Company 401(k) Profit Sharing Plan & Trust in NC ($819K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Ei US LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 823897672.

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.