401(k) · DOL Form 5500 · 2024
Lifelong Learner Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 1,451
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $34,990
- Avg per participant Low balance/head
Official DOL plan name: Lifelong Learner Holdings 401(k) Plan · Sponsored by Lifelong Learner Holdings, LLC · California · Administrative & Support Services
$51M in assets, 1,451 participants
Lifelong Learner Holdings, LLC's Lifelong Learner Holdings 401(k) Plan reported $51M in total assets and 1,451 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #4,020 in Administrative & Support Services (4,368 peers)
Coverage in California
Lifelong Learner Holdings 401(k) Plan covers 1,451 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $51M.
- #4,020
- in Administrative & Support Services (4,368 peers)
- -30.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
Lifelong Learner Holdings 401(k) Plan's outsized position by total assets
Lifelong Learner Holdings 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,770,218 Top 16% higher than 84% 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
Lifelong Learner Holdings 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifelong Learner Holdings 401(k) Plan lands in the large band (1,451 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lifelong Learner Holdings 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Lifelong Learner Holdings 401(k) Plan reported participants rose from 1,089 in the plan year 2023 filing to 1,451 in the plan year 2024 filing.
- Lifelong Learner Holdings 401(k) Plan end-of-year assets fell from $73M in the plan year 2023 filing to $51M in the plan year 2024 filing.
DOL schedule card
Filing strip 473094712 · Lifelong Learner Holdings, LLC PY 2024 · 401(k)
Lifelong Learner Holdings 401(k) Plan · $51M · 1,451 · 84th
- PART $51M
- TYPE 1,451
- NET 84th
- BOOK 401(k)
- VS-ST near Allen & Overy Associates 401(k) Plan
- BOY ind #4020
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 Administrative & Support Services retirement plans → · Plans in California →
Lifelong Learner Holdings 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $8M |
| Employer EIN | 473094712 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lifelong Learner Holdings, LLC)
Sponsor-wide plan assets over time
All Lifelong Learner Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 16.223489951391517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,124 | $61M |
| 2023 | 1 | 1,089 | $73M |
| 2024 | 1 | 1,451 | $51M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Lifelong Learner Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Allen & Overy Associates 401(k) Plan in NY ($51M); by covered participants it is Ken Ganley Companies Retirement Savings Plan in OH (1,451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Allen & Overy Associates 401(k) Plan (NY) $51M · 297
- Kanadevia Group 401(k) Plan (TX) $51M · 198
- Anesthesia Associates of Gainesville, LLC 401(k) (GA) $51M · 115
- Eppstein Uhen Architects, Inc. 401(k) Savings Plan (WI) $51M · 264
Similar participant headcount
Nearest other-state filings by covered participants (1,451 participants); asset peers above are excluded.
- Ken Ganley Companies Retirement Savings Plan (OH) 1,451 · 0 off
- Dattco, Inc. 401(k) Plan (CT) 1,451 · 0 off
- Bruckner Truck Sales, Inc. Employee Profit Sharing Plan (TX) 1,451 · 0 off
- Stratus Solutions Retirement Plan (FL) 1,451 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.