401(k) · DOL Form 5500 · 2023

Panorama Education, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
481
Participants Below avg headcount
79th
Percentile by assets National rank
$60,645
Avg per participant Low balance/head
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Official DOL plan name: Panorama Education, Inc. Retirement Trust · Sponsored by Panorama Education, Inc. · Massachusetts · Information & Media

$29M in assets, 481 participants

Panorama Education, Inc.'s Panorama Education, Inc. Retirement Trust reported $29M in total assets and 481 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,002 in Information & Media (2,818 peers)

Where Panorama Education, Inc. Retirement Trust sits by assets

Panorama Education, Inc. Retirement Trust sits in the top quartile of all filed plans by assets, $29M for 481 participants (~$60,645/participant), up 38.7% in 2023.

#2,002
in Information & Media (2,818 peers)
+38.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Panorama Education, Inc. Retirement Trust's outsized position by total assets

Panorama Education, Inc. Retirement Trust vs every filed plan by assets

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

$29,170,031 Top 21% higher than 79% 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

Panorama Education, Inc. Retirement Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Panorama Education, Inc. Retirement Trust sits mid-pack in the medium band (481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Panorama Education, Inc. Retirement Trust reported participants rose from 339 in the plan year 2022 filing to 481 in the plan year 2023 filing.
  • Panorama Education, Inc. Retirement Trust end-of-year assets rose from $21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Panorama Education, Inc. Retirement Trust reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900995958 · Panorama Education, Inc. PY 2023 · 401(k)

Panorama Education, Inc. Retirement Trust · $29M · 481 · 79th

  • IND $29M
  • IND 481
  • IND 79th
  • IND 401(k)
  • IND near Erp International 401(k) Retirement Plan
  • IND ind #2002

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 Information & Media retirement plans → · Plans in Massachusetts →

Panorama Education, Inc. Retirement Trust in the asset neighbourhood

Ka Po'e Hana LLC 401(k) Plan$29MPanorama Education, Inc. Retirement TrustPanorama Education, Inc. Ret…$29MErp International 401(k) Retirement PlanErp International 401(k) Ret…$29MCoaster Company Retirement Savings PlanCoaster Company Retirement S…$29MClark-Reliance LLC 401(k) and Profit Sharing PlanClark-Reliance LLC 401(k) an…$29M
End-of-year total assets ($M) among Panorama Education, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$29M
Net Income$8M
Employer EIN900995958
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Panorama Education, Inc.)

Sponsor-wide plan assets over time

All Panorama Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 70.46207591984775% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21M $35.9M ▲ +70.4%
Year Plans Participants Total Assets
2022 1 339 $21M
2023 1 481 $29M
2024 1 363 $36M

Nearby 401(k) Plans in Massachusetts

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

Panorama Education, Inc. Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Panorama Education, Inc. Retirement Trust, Total assets ($B): 0.029170031 · Participants: 481Panorama Education, Inc. Retirement TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Panorama Education, Inc. Retirement Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Panorama Education, Inc. Retirement Trust side-by-side with 3 peers →

Panorama Education, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Erp International 401(k) Retirement Plan in MD ($29M); by covered participants it is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (481 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 Panorama Education, Inc. Retirement Trust assets move in 2023? ▼
Panorama Education, Inc. Retirement Trust surged - up 38.7% during 2023, from $21M to $29M. Reported net income was $8M.
How have Panorama Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Panorama Education, Inc.'s sponsor-wide assets grew 70.5%, from $21M to $36M.
Where does Panorama Education, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Panorama Education, Inc. Retirement Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Panorama Education, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Erp International 401(k) Retirement Plan in MD ($29M, 728 participants).
Which 401(k) plans cover a similar participant headcount to Panorama Education, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Apex Oil Company, Inc. Employee Savings Plan in MO (481 participants, $51M 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 900995958.

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.