401(k) · DOL Form 5500 · 2022
Learning Tree, Inc. 401(k) Plan
Data updated 2026-08-25
- $51K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $8,418
- Avg per participant Low balance/head
Official DOL plan name: Learning Tree, Inc. 401(k) Plan · Sponsored by Learning Tree, Inc. · California · Educational Services
$51K in assets, 6 participants
Learning Tree, Inc.'s Learning Tree, Inc. 401(k) Plan reported $51K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.
- #110 in Educational Services (4,024 peers)
Learning Tree, Inc. multi-year trail
Learning Tree, Inc.'s plans moved +187.5% in assets from 2022 to 2024; this filing shows Learning Tree, Inc. 401(k) Plan at $51K / 6 participants.
- #110
- in Educational Services (4,024 peers)
- $51K
- reported net income
Learning Tree, Inc. 401(k) Plan among the smaller filed plans by assets
Learning Tree, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,508 4th percentile higher than 4% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Learning Tree, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Learning Tree, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 462535880 · Learning Tree, Inc. PY 2022 · 401(k)
Learning Tree, Inc. 401(k) Plan · $51K · 6 · 4th
- SCH $51K
- SCH 6
- SCH 4th
- SCH 401(k)
- SCH near Skillography Corp. 401(k) Plan
- SCH ind #110
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 California →
Learning Tree, Inc. 401(k) Plan in the asset neighbourhood
Learning Tree, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Learning Tree, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $145K 187.54652728280666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $51K |
| 2023 | 1 | 10 | $104K |
| 2024 | 1 | 11 | $145K |
Learning Tree, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $51K |
| Net Income | $51K |
| Employer EIN | 462535880 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Learning Tree, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Skillography Corp. 401(k) Plan in GA ($51K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51K here).
- Skillography Corp. 401(k) Plan (GA) $51K · N/A
- Yella Horse Investments Inc 401(k) Plan (NC) $51K · 3
- Linderholm Tools Retirement Plan (MN) $51K · 1
- Arb Distribution Retirement Plan (GA) $50K · 1
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.