401(k) · DOL Form 5500 · 2023

Imagine Learning LLC 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size: 2,637
Participants Above avg headcount: 92nd
Percentile by assets National rank: $44,041
Avg per participant Low balance/head

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Official DOL plan name: Imagine Learning LLC 401(k) Plan · Sponsored by Imagine Learning LLC · Arizona · Educational Services

$116M in assets, 2,637 participants

Imagine Learning LLC's Imagine Learning LLC 401(k) Plan reported $116M in total assets and 2,637 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#3,233 in Educational Services (3,735 peers)

Coverage in Arizona

Imagine Learning LLC 401(k) Plan covers 2,637 participants in Arizona, 4.7x the typical Arizona plan (state average ~564 per filing). Assets: $116M.

#3,233
in Educational Services (3,735 peers): +29.7%
assets growth YoY: 1.2×
vs typical plan assets (national mean)

Imagine Learning LLC 401(k) Plan's outsized position by total assets

Imagine Learning LLC 401(k) Plan vs every filed plan by assets

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

$116,135,952 Top 8% higher than 92% 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

Imagine Learning LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Imagine Learning LLC 401(k) Plan lands in the large band (2,637 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 451565841 · Imagine Learning LLC PY 2023 · 401(k)

Imagine Learning LLC 401(k) Plan · $116M · 2,637 · 92nd

VS-ST $116M
BOY 2,637
SCH 92nd
EBSA 401(k)
PART near Digi International Inc. 401(k) Savings and Profit Sharing Plan
TYPE ind #3233

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 Arizona →

End-of-year total assets ($M) among Imagine Learning LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$90M
Net Assets (End of Year)	$116M
Net Income	$25M
Employer EIN	451565841
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Imagine Learning LLC)

Latest sponsor-wide plan assets: $138M 19.16118619322981% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	2,637	$116M
2024	1	2,664	$138M

Nearby 401(k) Plans in Arizona

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

Imagine Learning LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Imagine Learning LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Digi International Inc. 401(k) Savings and Profit Sharing Plan in MN ($116M); by covered participants it is Rise Baking Company 401(k) Plan in MN (2,638 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Digi International Inc. 401(k) Savings and Profit Sharing Plan (MN) $116M · 621
Hardesty & Hanover Employees' 401(k) Profit Sharing Plan (NY) $116M · 520
Btig, LLC 401(k) Plan (CA) $116M · 627
Zimbrick, Inc. Retirement Savings Plan (WI) $116M · 800

Similar participant headcount

Nearest other-state filings by covered participants (2,637 participants); asset peers above are excluded.

Rise Baking Company 401(k) Plan (MN) 2,638 · 1 off
Skyworks Solutions Savings and Retirement 401(k) Plan (MA) 2,639 · 2 off
Acushnet Company 401(k) Plan (MA) 2,635 · 2 off
Materion Corporation Retirement Savings Plan (OH) 2,640 · 3 off

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 Imagine Learning LLC 401(k) Plan assets move in 2023? ▼

Imagine Learning LLC 401(k) Plan grew sharply - up 29.7% during 2023, from $90M to $116M. Reported net income was $25M.

How have Imagine Learning LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Imagine Learning LLC's sponsor-wide assets grew 19.2%, from $116M to $138M.

Where does Imagine Learning LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Imagine Learning LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Imagine Learning LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Digi International Inc. 401(k) Savings and Profit Sharing Plan in MN ($116M, 621 participants).

Which 401(k) plans cover a similar participant headcount to Imagine Learning LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rise Baking Company 401(k) Plan in MN (2,638 participants, $115M 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 451565841.