Other · DOL Form 5500 · 2023

The Learning Tree, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
437
Participants Below avg headcount
33rd
Percentile by assets National rank
$5,824
Avg per participant Low balance/head
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Official DOL plan name: The Learning Tree, Inc. 403(b) Plan · Sponsored by The Learning Tree, Inc. · Alabama · Healthcare & Social Assistance

$3M in assets, 437 participants

The Learning Tree, Inc.'s The Learning Tree, Inc. 403(b) Plan reported $3M in total assets and 437 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,877 in Healthcare & Social Assistance (17,684 peers)

The Learning Tree, Inc. multi-year trail

The Learning Tree, Inc.'s plans moved +64.3% in assets from 2022 to 2024; this filing shows The Learning Tree, Inc. 403(b) Plan at $3M / 437 participants.

#5,877
in Healthcare & Social Assistance (17,684 peers)
+35.0%
assets growth YoY

The Learning Tree, Inc. 403(b) Plan among the smaller filed plans by assets

The Learning Tree, Inc. 403(b) Plan vs every filed plan by assets

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

$2,545,218 33rd percentile higher than 33% 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

The Learning Tree, Inc. 403(b) 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. The Learning Tree, Inc. 403(b) Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Learning Tree, Inc. 403(b) Plan reported net income rose from -$229K in the plan year 2022 filing to $660K in the plan year 2023 filing.
  • The Learning Tree, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Learning Tree, Inc. 403(b) Plan reported participants fell from 455 in the plan year 2022 filing to 437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630854115 · The Learning Tree, Inc. PY 2023 · Other

The Learning Tree, Inc. 403(b) Plan · $3M · 437 · 33rd

  • VS-ST $3M
  • BOY 437
  • SCH 33rd
  • EBSA Other
  • PART near Seattle Waldorf School 403(b) Tda Plan
  • TYPE ind #5877

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 Alabama →

The Learning Tree, Inc. 403(b) Plan in the asset neighbourhood

Zamorano Escuela Agricola$3MNorth Carolina Outward Bound School 403(b) PlanNorth Carolina Outward Bound…$3MThe Learning Tree, Inc. 403(b) PlanThe Learning Tree, Inc. 403(…$3MSeattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3MChildren's Resource Center 403(b) PlanChildren's Resource Center 4…$3M
End-of-year total assets ($M) among The Learning Tree, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Learning Tree, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Learning Tree, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 64.25703833711776% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.89M $3.1M ▲ +64.0%
Year Plans Participants Total Assets
2022 1 455 $2M
2023 1 437 $3M
2024 1 396 $3M

The Learning Tree, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$660K
Employer EIN630854115
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

The Learning Tree, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Learning Tree, Inc. 403(b) Plan, Total assets ($B): 0.002545218 · Participants: 437The Learning Tree, Inc. 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
The Learning Tree, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare The Learning Tree, Inc. 403(b) Plan side-by-side with 3 peers →

The Learning Tree, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Seattle Waldorf School 403(b) Tda Plan in WA ($3M); by covered participants it is Shcmhc 403(b) Plan in WV (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (437 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 The Learning Tree, Inc. 403(b) Plan assets move in 2023? ▼
The Learning Tree, Inc. 403(b) Plan surged - up 35.0% during 2023, from $2M to $3M. Reported net income was $660K.
How have The Learning Tree, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Learning Tree, Inc.'s sponsor-wide assets grew 64.3%, from $2M to $3M.
Which Other plans are similar in size to The Learning Tree, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Seattle Waldorf School 403(b) Tda Plan in WA ($3M, 90 participants).
Which Other plans cover a similar participant headcount to The Learning Tree, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Shcmhc 403(b) Plan in WV (437 participants, $3M 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 630854115.

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.