401(k) · DOL Form 5500 · 2023

Education Analytics 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 92
Participants Small participant base: 63rd
Percentile by assets National rank: $133,758
Avg per participant Near avg balance/head

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Official DOL plan name: Education Analytics 401(k) Plan · Sponsored by Education Analytics · Wisconsin · Professional & Technical Services

$12M in assets, 92 participants

Education Analytics's Education Analytics 401(k) Plan reported $12M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#12,639 in Professional & Technical Services (20,321 peers)

Education Analytics multi-year trail

Education Analytics's plans moved +26.5% in assets from 2023 to 2024; this filing shows Education Analytics 401(k) Plan at $12M / 92 participants.

#12,639
in Professional & Technical Services (20,321 peers): +53.7%
assets growth YoY

Education Analytics 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Education Analytics 401(k) Plan vs every filed plan by assets

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

$12,305,750 Top 37% higher than 63% 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

Education Analytics 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Analytics 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

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%)

Form 5500 schedule snapshot

Filing strip 461580391 · Education Analytics PY 2023 · 401(k)

Education Analytics 401(k) Plan · $12M · 92 · 63rd

ASSETS $12M
PCT 92
EIN 63rd
RANK 401(k)
PHOTO near Bartell Hotels 401(k) Plan
IND ind #12639

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

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

Education Analytics multi-year asset trail

Latest sponsor-wide plan assets: $16M 26.49727972695691% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	92	$12M
2024	1	111	$16M

Education Analytics filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$12M
Net Income	$4M
Employer EIN	461580391
Plan Effective Date	2013-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Education Analytics 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Education Analytics 401(k) Plan side-by-side with 3 peers →

Education Analytics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bartell Hotels 401(k) Plan in CA ($12M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Bartell Hotels 401(k) Plan (CA) $12M · 778
Bloom Engineering Company, Inc. Savings Plan (PA) $12M · 101
Visionquest National, Ltd. Ee 401(k) Plan (AZ) $12M · 508
Profit Sharing & Savings Plan for Employees of Cranesville Block Co., (NY) $12M · 172

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

Melanson, P.C. 401(k) Plan (NH) 92 · 0 off
International Marine Products Retirement Plan (CA) 92 · 0 off
Rodland Motor Company 401(k) Plan (WA) 92 · 0 off
The Tin Bucket Incorporated 401(k) Profit Sharing Plan (NE) 92 · 0 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 Education Analytics 401(k) Plan assets move in 2023? ▼

Education Analytics 401(k) Plan surged - up 53.7% during 2023, from $8M to $12M. Reported net income was $4M.

How have Education Analytics plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Education Analytics's sponsor-wide assets grew 26.5%, from $12M to $16M.

Which 401(k) plans are similar in size to Education Analytics 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bartell Hotels 401(k) Plan in CA ($12M, 778 participants).

Which 401(k) plans cover a similar participant headcount to Education Analytics 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 461580391.