Profit Sharing · DOL Form 5500 · 2024

Bartlett Learning Center, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
159
Participants Small participant base
38th
Percentile by assets National rank
$24,786
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bartlett Learning Center, Inc. Defined Contribution Retirement Plan · Sponsored by Bartlett Learning Center, Inc. · Illinois · Educational Services

$4M in assets, 159 participants

Bartlett Learning Center, Inc.'s Bartlett Learning Center, Inc. Defined Contribution Retirement Plan reported $4M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #870 in Educational Services (3,638 peers)

Coverage in Illinois

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan covers 159 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#870
in Educational Services (3,638 peers)
+2.1%
assets growth YoY

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan vs every filed plan by assets

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

$3,940,948 38th percentile higher than 38% 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

Bartlett Learning Center, Inc. Defined Contribution Retirement 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. Bartlett Learning Center, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bartlett Learning Center, Inc. Defined Contribution Retirement Plan reported net income fell from $476K in the plan year 2023 filing to $82K in the plan year 2024 filing.
  • Bartlett Learning Center, Inc. Defined Contribution Retirement Plan reported participants rose from 155 in the plan year 2023 filing to 159 in the plan year 2024 filing.
  • Bartlett Learning Center, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 362778655 · Bartlett Learning Center, Inc. PY 2024 · Profit Sharing

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan · $4M · 159 · 38th

  • BOOK $4M
  • BOOK 159
  • BOOK 38th
  • BOOK Profit Sharing
  • BOOK near David Hockney Self Employed Retirement Plan
  • BOOK ind #870

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 Illinois →

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in the asset neighbourhood

Plumbers and Steamfitters Local Union No. 538 Annuity FundPlumbers and Steamfitters Lo…$4MBartlett Learning Center, Inc. Defined Contribution Retirement PlanBartlett Learning Center, In…$4MDavid Hockney Self Employed Retirement PlanDavid Hockney Self Employed …$4MMeeder Equipment Company Profit Sharing PlanMeeder Equipment Company Pro…$4MRaul a. Rios Mollineda Retirement PlanRaul a. Rios Mollineda Retir…$4M
End-of-year total assets ($M) among Bartlett Learning Center, Inc. Defined Contribution Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$82K
Employer EIN362778655
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bartlett Learning Center, Inc.)

Sponsor-wide plan assets over time

All Bartlett Learning Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 16.518978415764476% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.38M $3.94M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 184 $3M
2023 1 155 $4M
2024 1 159 $4M

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Bartlett Learning Center, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.003940948 · Participants: 159Bartlett Learning Center, Inc. Defined Contribution Retirement PlanW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.778311009 · Participants: 18584W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.469243854 · Participants: 24278Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 3.008828322 · Participants: 4364Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 2.023030159 · Participants: 15593Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.368713933 · Participants: 16059Carle Foundation Hospital and Affiliates Matching Tsa Plan
Bartlett Learning Center, Inc. Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Bartlett Learning Center, Inc. Defined Contribution Retirement Plan side-by-side with 3 peers →

Bartlett Learning Center, Inc. Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is David Hockney Self Employed Retirement Plan in CA ($4M); by covered participants it is Seamens Society for Children and Families 403(b) Plan in NY (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Bartlett Learning Center, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
Bartlett Learning Center, Inc. Defined Contribution Retirement Plan edged up modestly - up 2.1% during 2024, from $4M to $4M. Reported net income was $82K.
How have Bartlett Learning Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bartlett Learning Center, Inc.'s sponsor-wide assets grew 16.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Bartlett Learning Center, Inc. Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David Hockney Self Employed Retirement Plan in CA ($4M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Bartlett Learning Center, Inc. Defined Contribution Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seamens Society for Children and Families 403(b) Plan in NY (159 participants, $6M 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 362778655.

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.