401(k) · DOL Form 5500 · 2024
Education & Training Resources 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 825
- Participants Near avg headcount
- 59th
- Percentile by assets National rank
- $13,844
- Avg per participant Low balance/head
Official DOL plan name: Education & Training Resources, LLC 401(k) Plan · Sponsored by Education & Training Resources · Kentucky · Educational Services
$11M in assets, 825 participants
Education & Training Resources's Education & Training Resources, LLC 401(k) Plan reported $11M in total assets and 825 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #1,514 in Educational Services (3,638 peers)
Education & Training Resources multi-year trail
Education & Training Resources's plans moved +51.6% in assets from 2022 to 2024; this filing shows Education & Training Resources, LLC 401(k) Plan at $11M / 825 participants.
- #1,514
- in Educational Services (3,638 peers)
- +19.9%
- assets growth YoY
Education & Training Resources, LLC 401(k) Plan's mid-pack asset rank among Educational Services and all filers
Education & Training Resources, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,421,586 Top 41% higher than 59% 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
Education & Training Resources, LLC 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 & Training Resources, LLC 401(k) Plan sits mid-pack in the medium band (825 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Education & Training Resources, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Education & Training Resources, LLC 401(k) Plan reported participants rose from 695 in the plan year 2023 filing to 825 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 611242482 · Education & Training Resources PY 2024 · 401(k)
Education & Training Resources, LLC 401(k) Plan · $11M · 825 · 59th
- VS-ST $11M
- VS-ST 825
- VS-ST 59th
- VS-ST 401(k)
- VS-ST near Sierrathermal, Inc. 401(k) Plan
- VS-ST ind #1514
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 Kentucky →
Education & Training Resources, LLC 401(k) Plan in the asset neighbourhood
Education & Training Resources multi-year asset trail
Sponsor-wide plan assets over time
All Education & Training Resources plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 51.633705961470476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 599 | $8M |
| 2023 | 1 | 695 | $10M |
| 2024 | 1 | 825 | $11M |
Education & Training Resources filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 611242482 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Education & Training Resources, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Sierrathermal, Inc. 401(k) Plan in CA ($11M); by covered participants it is Shentel Management Company 401(k) Retirement Plan in VA (825 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Sierrathermal, Inc. 401(k) Plan (CA) $11M · 104
- Thompson Concrete, Ltd Retirement Savings Plan (OH) $11M · 350
- Dermot 401(k) Plan (NY) $11M · 89
- Reading for Education, LLC 401(k) Plan (TN) $11M · 113
Similar participant headcount
Nearest other-state filings by covered participants (825 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.