401(k) · DOL Form 5500 · 2023

Basis Educational Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
2,322
Participants Above avg headcount
91st
Percentile by assets National rank
$41,829
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Basis Educational Group Retirement Plan · Sponsored by Basis Educational Ventures, LLC · Arizona · Educational Services

$97M in assets, 2,322 participants

Basis Educational Ventures, LLC's Basis Educational Group Retirement Plan reported $97M in total assets and 2,322 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.

  • #3,154 in Educational Services (3,735 peers)

Coverage in Arizona

Basis Educational Group Retirement Plan covers 2,322 participants in Arizona, 4.1x the typical Arizona plan (state average ~564 per filing). Assets: $97M.

#3,154
in Educational Services (3,735 peers)
+26.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Basis Educational Group Retirement Plan's outsized position by total assets

Basis Educational Group Retirement Plan vs every filed plan by assets

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

$97,127,666 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

Basis Educational Group Retirement 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. Basis Educational Group Retirement Plan lands in the large band (2,322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Basis Educational Group Retirement Plan reported net income rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Basis Educational Group Retirement Plan end-of-year assets rose from $77M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Basis Educational Group Retirement Plan reported participants rose from 2,167 in the plan year 2022 filing to 2,322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810909912 · Basis Educational Ventures, LLC PY 2023 · 401(k)

Basis Educational Group Retirement Plan · $97M · 2,322 · 91st

  • 5500 $97M
  • 5500 2,322
  • 5500 91st
  • 5500 401(k)
  • 5500 near Kohn Pedersen Fox Associates, P. C. 401(k) Employee Savings and Profit Sharing Plan
  • 5500 ind #3154

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 →

Basis Educational Group Retirement Plan in the asset neighbourhood

Basis Educational Group Retirement PlanBasis Educational Group Reti…$97MKohn Pedersen Fox Associates, P. C. 401(k) Employee Savings and Profit Sharing PlanKohn Pedersen Fox Associates…$97MCardinal Financial Company, Limited Partnership 401(k) Retirement PlanCardinal Financial Company, …$97MAshton Woods Homes Retirement Savings PlanAshton Woods Homes Retiremen…$97MGoldberg Segalla Retirement Savings PlanGoldberg Segalla Retirement …$97M
End-of-year total assets ($M) among Basis Educational Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$97M
Net Income$20M
Employer EIN810909912
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Basis Educational Ventures, LLC)

Sponsor-wide plan assets over time

All Basis Educational Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 53.31105356585457% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $76.9M $118M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 2,167 $77M
2023 1 2,322 $97M
2024 1 2,389 $118M

Nearby 401(k) Plans in Arizona

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

Basis Educational Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Basis Educational Group Retirement Plan, Total assets ($B): 0.097127666 · Participants: 2322Basis Educational Group Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Basis Educational Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Basis Educational Group Retirement Plan side-by-side with 3 peers →

Basis Educational Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Kohn Pedersen Fox Associates, P. C. 401(k) Employee Savings and Profit Sharing Plan in NY ($97M); by covered participants it is West Monroe Partners, Inc. 401(k) Plan in IL (2,322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,322 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 Basis Educational Group Retirement Plan assets move in 2023? ▼
Basis Educational Group Retirement Plan grew sharply - up 26.2% during 2023, from $77M to $97M. Reported net income was $20M.
How have Basis Educational Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Basis Educational Ventures, LLC's sponsor-wide assets grew 53.3%, from $77M to $118M.
Where does Basis Educational Group Retirement Plan rank by assets among Form 5500 filers? ▼
Basis Educational Group Retirement 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 Basis Educational Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kohn Pedersen Fox Associates, P. C. 401(k) Employee Savings and Profit Sharing Plan in NY ($97M, 404 participants).
Which 401(k) plans cover a similar participant headcount to Basis Educational Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Monroe Partners, Inc. 401(k) Plan in IL (2,322 participants, $694M 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 810909912.

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.