401(k) · DOL Form 5500 · 2023

Learning Tree International, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
111
Participants Small participant base
81st
Percentile by assets National rank
$309,716
Avg per participant High balance/head
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Official DOL plan name: Learning Tree International 401(k) Plan · Sponsored by Learning Tree International, Inc. · Virginia · Educational Services

$34M in assets, 111 participants

Learning Tree International, Inc.'s Learning Tree International 401(k) Plan reported $34M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,498 in Educational Services (3,735 peers)

Coverage in Virginia

Learning Tree International 401(k) Plan covers 111 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $34M.

#2,498
in Educational Services (3,735 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Learning Tree International 401(k) Plan's outsized position by total assets

Learning Tree International 401(k) Plan vs every filed plan by assets

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

$34,378,444 Top 19% higher than 81% 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

Learning Tree International 401(k) Plan 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. Learning Tree International 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Learning Tree International 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Learning Tree International 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Learning Tree International 401(k) Plan reported participants fell from 125 in the plan year 2022 filing to 111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953133814 · Learning Tree International, Inc. PY 2023 · 401(k)

Learning Tree International 401(k) Plan · $34M · 111 · 81st

  • BOY $34M
  • SCH 111
  • EBSA 81st
  • PART 401(k)
  • TYPE near Allegiance Trucks 401(k) Profit Sharing Plan and Trust
  • NET ind #2498

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 →

Learning Tree International 401(k) Plan in the asset neighbourhood

Learning Tree International 401(k) PlanLearning Tree International …$34MAllegiance Trucks 401(k) Profit Sharing Plan and TrustAllegiance Trucks 401(k) Pro…$34MAlexander Proudfoot Company and Affiliates 401(k) PlanAlexander Proudfoot Company …$34MInterlock Industries, Inc. 401(k) Profit Sharing PlanInterlock Industries, Inc. 4…$34MTruwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$34M
End-of-year total assets ($M) among Learning Tree International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN953133814
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Learning Tree International, Inc.)

Sponsor-wide plan assets over time

All Learning Tree International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 15.257620323195944% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29M $33.4M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 125 $29M
2023 1 111 $34M
2024 1 107 $33M

Nearby 401(k) Plans in Virginia

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

Learning Tree International 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Learning Tree International 401(k) Plan, Total assets ($B): 0.034378444 · Participants: 111Learning Tree International 401(k) 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
Learning Tree International 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Learning Tree International 401(k) Plan side-by-side with 3 peers →

Learning Tree International 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Allegiance Trucks 401(k) Profit Sharing Plan and Trust in TX ($34M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Learning Tree International 401(k) Plan assets move in 2023? ▼
Learning Tree International 401(k) Plan grew sharply - up 18.7% during 2023, from $29M to $34M. Reported net income was $5M.
How have Learning Tree International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Learning Tree International, Inc.'s sponsor-wide assets grew 15.3%, from $29M to $33M.
Where does Learning Tree International 401(k) Plan rank by assets among Form 5500 filers? ▼
Learning Tree International 401(k) Plan ranks in the 81st 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 Learning Tree International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allegiance Trucks 401(k) Profit Sharing Plan and Trust in TX ($34M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Learning Tree International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 953133814.

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.