401(k) · DOL Form 5500 · 2024

Education Analytics 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
111
Participants Small participant base
65th
Percentile by assets National rank
$140,238
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Education Analytics 401(k) Plan · Sponsored by Education Analytics · Wisconsin · Professional & Technical Services

$16M in assets, 111 participants

Education Analytics's Education Analytics 401(k) Plan reported $16M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,974 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Education Analytics 401(k) Plan covers 111 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#12,974
in Professional & Technical Services (20,173 peers)
+26.5%
assets growth YoY

Education Analytics 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Education Analytics 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,566,439 Top 35% higher than 65% of 123,620 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 2024

Education Analytics 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Analytics 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Education Analytics 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Education Analytics 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Education Analytics 401(k) Plan reported participants rose from 92 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 461580391 · Education Analytics PY 2024 · 401(k)

Education Analytics 401(k) Plan · $16M · 111 · 65th

  • ASSETS $16M
  • PCT 111
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Local 298 Annuity Fund
  • IND ind #12974

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Education Analytics 401(k) Plan in the asset neighbourhood

Education Analytics 401(k) PlanEducation Analytics 401(k) P…$16MLocal 298 Annuity Fund$16MAvid Products, Inc. Employee Stock Ownership 401(k) PlanAvid Products, Inc. Employee…$16MCatalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$16MB & H Construction 401(k) PlanB & H Construction 401(k) Pl…$16M
End-of-year total assets ($M) among Education Analytics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN461580391
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Analytics)

Sponsor-wide plan assets over time

All Education Analytics plans reported in each filing year

Latest sponsor-wide plan assets
$16M 26.49727972695691% vs 2023
2024 filing year
$11M$12M$13M$14M$15M$16M 20232024 $12.3M $15.6M ▲ +26.5%
Year Plans Participants Total Assets
2023 1 92 $12M
2024 1 111 $16M

Nearby 401(k) Plans in Wisconsin

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

Education Analytics 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Education Analytics 401(k) Plan, Total assets ($B): 0.015566439 · Participants: 111Education Analytics 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Education Analytics 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Education Analytics 401(k) Plan side-by-side with 3 peers →

Education Analytics 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Local 298 Annuity Fund in NY ($16M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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.

Frequently Asked Questions

How did Education Analytics 401(k) Plan assets move in 2024? ▼
Education Analytics 401(k) Plan grew sharply - up 26.5% during 2024, from $12M to $16M. Reported net income was $3M.
How have Education Analytics plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Education Analytics's sponsor-wide assets grew 26.5%, from $12M to $16M.
Which 401(k) plans are similar in size to Education Analytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Local 298 Annuity Fund in NY ($16M, 2,256 participants).
Which 401(k) plans cover a similar participant headcount to Education Analytics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461580391.

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.