Profit Sharing · DOL Form 5500 · 2024
The Happy Learners Company Profit Sharing Plan
Data updated 2026-08-25
- $500K
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $17,856
- Avg per participant Low balance/head
Official DOL plan name: The Happy Learners Company Retirement Plan · Sponsored by The Happy Learners Company · Texas · Educational Services
$500K in assets, 28 participants
The Happy Learners Company's The Happy Learners Company Retirement Plan reported $500K in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #429 in Educational Services (3,638 peers)
The Happy Learners Company multi-year trail
The Happy Learners Company's plans moved -37.0% in assets from 2022 to 2024; this filing shows The Happy Learners Company Retirement Plan at $500K / 28 participants.
- #429
- in Educational Services (3,638 peers)
- -19.8%
- assets change YoY
The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Happy Learners Company Retirement Plan among the smaller filed plans by assets
The Happy Learners Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$499,959 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Happy Learners Company Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Happy Learners Company Retirement Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Happy Learners Company Retirement Plan reported net income rose from -$171K in the plan year 2023 filing to -$123K in the plan year 2024 filing.
- The Happy Learners Company Retirement Plan end-of-year assets fell from $623K in the plan year 2023 filing to $500K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 811211284 · The Happy Learners Company PY 2024 · Profit Sharing
The Happy Learners Company Retirement Plan · $500K · 28 · 18th
- EBSA $500K
- EBSA 28
- EBSA 18th
- EBSA Profit Sharing
- EBSA near Xd Coffee Inc. Retirement Plan
- EBSA ind #429
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 Texas →
The Happy Learners Company Retirement Plan in the asset neighbourhood
The Happy Learners Company multi-year asset trail
Sponsor-wide plan assets over time
All The Happy Learners Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $500K 37.031761265311985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $794K |
| 2023 | 1 | 28 | $623K |
| 2024 | 1 | 28 | $500K |
The Happy Learners Company filing trail (2024)
| Total Assets (Beginning of Year) | $623K |
|---|---|
| Net Assets (End of Year) | $500K |
| Net Income | -$123K |
| Employer EIN | 811211284 |
| Plan Effective Date | 2016-01-25 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
The Happy Learners Company Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Xd Coffee Inc. Retirement Plan in FL ($500K); by covered participants it is Hale Building Company, Inc. Profit Sharing Plan in AL (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($500K here).
- Xd Coffee Inc. Retirement Plan (FL) $500K · 1
- Hibiscus Rainbow Gardens Inc. Retirement Plan (HI) $500K · 1
- G2mh Holdings Inc. Retirement Plan (CA) $500K · 12
- Montecito Investment Group Inc. Retirement Plan (MA) $500K · 1
Similar participant headcount
Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.