401(k) · DOL Form 5500 · 2023

Imagine Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
2,748
Participants Above avg headcount
91st
Percentile by assets National rank
$34,940
Avg per participant Low balance/head
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Official DOL plan name: Imagine Schools, Inc. 401(k) Retirement Savings Plan · Sponsored by Imagine Schools, Inc. · Virginia · Educational Services

$96M in assets, 2,748 participants

Imagine Schools, Inc.'s Imagine Schools, Inc. 401(k) Retirement Savings Plan reported $96M in total assets and 2,748 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,146 in Educational Services (3,735 peers)

Coverage in Virginia

Imagine Schools, Inc. 401(k) Retirement Savings Plan covers 2,748 participants in Virginia, 3.5x the typical Virginia plan (state average ~782 per filing). Assets: $96M.

#3,146
in Educational Services (3,735 peers)
+20.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Imagine Schools, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Imagine Schools, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$96,015,923 Top 9% higher than 91% 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

Imagine Schools, Inc. 401(k) Retirement Savings 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 Schools, Inc. 401(k) Retirement Savings Plan lands in the large band (2,748 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imagine Schools, Inc. 401(k) Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Imagine Schools, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $80M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Imagine Schools, Inc. 401(k) Retirement Savings Plan reported participants rose from 2,665 in the plan year 2022 filing to 2,748 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043466383 · Imagine Schools, Inc. PY 2023 · 401(k)

Imagine Schools, Inc. 401(k) Retirement Savings Plan · $96M · 2,748 · 91st

  • EBSA $96M
  • EBSA 2,748
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Texas Health Care, P.L.L.C. 401(k) Retirement Plan
  • EBSA ind #3146

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 Virginia →

Imagine Schools, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Imagine Schools, Inc. 401(k) Retirement Savings PlanImagine Schools, Inc. 401(k)…$96MTexas Health Care, P.L.L.C. 401(k) Retirement PlanTexas Health Care, P.L.L.C. …$96MSavings Plan & Trust Agreement of Lauritzen Corporation and Related CompaniesSavings Plan & Trust Agreeme…$96MCanaccord Genuity LLC 401(k) PlanCanaccord Genuity LLC 401(k)…$96MThe Capital Accumulation Plan of Global Aerospace, Inc.The Capital Accumulation Pla…$96M
End-of-year total assets ($M) among Imagine Schools, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$96M
Net Income$16M
Employer EIN043466383
Plan Effective Date1999-11-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Imagine Schools, Inc.)

Sponsor-wide plan assets over time

All Imagine Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 38.860240368034646% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $79.9M $111M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 2,665 $80M
2023 1 2,748 $96M
2024 1 3,079 $111M

Nearby 401(k) Plans in Virginia

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

Imagine Schools, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Imagine Schools, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.096015923 · Participants: 2748Imagine Schools, Inc. 401(k) Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Imagine Schools, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Imagine Schools, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Imagine Schools, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Texas Health Care, P.L.L.C. 401(k) Retirement Plan in TX ($96M); by covered participants it is Malibu Boats, Inc. 401(k) Plan in TN (2,748 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,748 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 Imagine Schools, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Imagine Schools, Inc. 401(k) Retirement Savings Plan grew sharply - up 20.3% during 2023, from $80M to $96M. Reported net income was $16M.
How have Imagine Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imagine Schools, Inc.'s sponsor-wide assets grew 38.9%, from $80M to $111M.
Where does Imagine Schools, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Imagine Schools, Inc. 401(k) Retirement Savings Plan ranks in the 91st 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 Schools, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Health Care, P.L.L.C. 401(k) Retirement Plan in TX ($96M, 1,147 participants).
Which 401(k) plans cover a similar participant headcount to Imagine Schools, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Malibu Boats, Inc. 401(k) Plan in TN (2,748 participants, $67M 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 043466383.

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.